Kassira Wealth Management LLC has disclosed its latest holdings in a recent SEC filing, revealing a total value of approximately $126.5 million in assets under management as of September 30, 2026. This filing is significant as it reflects the firm’s investment strategies and positions in a competitive asset management industry.

The firm, based in Knoxville, Tennessee, is classified as an investment adviser and is registered under the Central Index Key (CIK) 0002095972. Kassira Wealth Management has been active in filing its quarterly holdings reports, with the latest submission being a 13F-HR form filed on October 28, 2026. The firm’s previous filings include reports from August, May, and February of the same year.

The filing indicates that Kassira Wealth Management has a total of 65 entries in its holdings report, showcasing a diverse portfolio. The total value reported is $126,512,182, which reflects the firm’s strategic asset allocation across various sectors. The firm’s Chief Investment Officer, Rast Gozeh, signed the filing, indicating the firm’s commitment to transparency and regulatory compliance.

Among the notable holdings, Kassira has significant investments in major companies such as NVIDIA Corporation, which is valued at approximately $9.2 million, and Alphabet Inc., valued at about $11.98 million. Other key positions include investments in Vanguard Index Funds and iShares ETFs, demonstrating a balanced approach to equity and index fund investments.

This update is crucial for stakeholders, including clients and potential investors, as it provides insights into Kassira Wealth Management's investment strategies and market positioning. The firm's focus on established companies and diversified funds suggests a strategy aimed at long-term growth and stability in a fluctuating market.

The filing does not specify what actions Kassira Wealth Management will take next, leaving stakeholders to speculate on future adjustments to their investment strategies. However, the firm’s consistent reporting and adherence to SEC regulations underscore its commitment to maintaining a robust investment framework.