Kassira Wealth Management
Latest statistics and disclosures from Kassira Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002095972
Tip: Access up to 7 years of quarterly data
Positions held by Kassira Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Kassira Wealth Management
Kassira Wealth Management holds 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 9.5 | $9.9M | 21k | 479.61 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $8.7M | 36k | 243.10 |
|
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 7.9 | $8.2M | 89k | 91.75 |
|
|
| NVIDIA Corporation (NVDA) | 7.0 | $7.3M | 39k | 186.58 |
|
|
| Amazon (AMZN) | 4.7 | $4.8M | 22k | 219.57 |
|
|
| Exxon Mobil Corporation (XOM) | 4.0 | $4.2M | 37k | 112.75 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.5 | $3.6M | 62k | 58.85 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 3.1 | $3.2M | 60k | 53.08 |
|
|
| Pfizer (PFE) | 2.7 | $2.8M | 109k | 25.48 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 2.5 | $2.6M | 7.2k | 355.47 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 2.3 | $2.4M | 8.2k | 293.79 |
|
|
| Spdr Series Trust S&p Biotech (XBI) | 2.2 | $2.3M | 23k | 100.20 |
|
|
| Cloudflare Cl A Com (NET) | 2.1 | $2.2M | 10k | 214.59 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $2.2M | 19k | 118.83 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $2.2M | 6.7k | 328.17 |
|
|
| Dominion Resources (D) | 2.1 | $2.1M | 35k | 61.17 |
|
|
| Constellation Energy (CEG) | 2.0 | $2.0M | 6.2k | 329.07 |
|
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 1.8 | $1.9M | 22k | 88.65 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $1.9M | 3.7k | 502.74 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.8 | $1.8M | 31k | 60.03 |
|
|
| Ishares Tr Cybersecurity (IHAK) | 1.7 | $1.8M | 35k | 52.33 |
|
|
| Abbvie (ABBV) | 1.7 | $1.7M | 7.5k | 231.54 |
|
|
| Arbor Realty Trust (ABR) | 1.6 | $1.6M | 132k | 12.21 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.5 | $1.5M | 17k | 87.21 |
|
|
| Advanced Micro Devices (AMD) | 1.4 | $1.5M | 9.0k | 161.79 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 1.3 | $1.3M | 3.3k | 402.42 |
|
|
| Super Micro Computer Com New (SMCI) | 1.2 | $1.3M | 27k | 47.94 |
|
|
| Microsoft Corporation (MSFT) | 1.2 | $1.3M | 2.4k | 517.95 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 1.2 | $1.2M | 18k | 67.83 |
|
|
| Wal-Mart Stores (WMT) | 1.1 | $1.2M | 11k | 103.06 |
|
|
| Global X Fds Global X Uranium (URA) | 1.1 | $1.1M | 24k | 47.67 |
|
|
| Powell Industries (POWL) | 1.1 | $1.1M | 3.6k | 304.81 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $1.1M | 18k | 59.92 |
|
|
| Vanguard World Health Car Etf (VHT) | 1.0 | $1.0M | 4.0k | 259.60 |
|
|
| General Dynamics Corporation (GD) | 1.0 | $1.0M | 3.0k | 341.00 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 1.0 | $1.0M | 16k | 64.81 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $852k | 1.3k | 669.30 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $822k | 9.0k | 91.42 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $556k | 2.3k | 241.96 |
|
|
| Eaton Corp SHS (ETN) | 0.5 | $500k | 1.3k | 374.25 |
|
|
| Hubspot (HUBS) | 0.4 | $458k | 979.00 | 467.80 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.4 | $456k | 42k | 10.86 |
|
|
| Uranium Royalty Corp (UROY) | 0.4 | $416k | 97k | 4.30 |
|
|
| Bristol Myers Squibb (BMY) | 0.4 | $391k | 8.7k | 45.10 |
|
|
| Amgen (AMGN) | 0.3 | $323k | 1.1k | 282.20 |
|
|
| Applovin Corp Com Cl A (APP) | 0.3 | $287k | 400.00 | 718.54 |
|
|
| Apple (AAPL) | 0.3 | $264k | 1.0k | 254.63 |
|
|
| Okta Cl A (OKTA) | 0.2 | $244k | 2.7k | 91.70 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $237k | 1.3k | 186.49 |
|
|
| ESCO Technologies (ESE) | 0.2 | $228k | 1.1k | 211.11 |
|
|
| Howmet Aerospace (HWM) | 0.2 | $223k | 1.1k | 196.23 |
|
|
| Caterpillar (CAT) | 0.2 | $220k | 460.00 | 477.15 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $200k | 3.1k | 65.26 |
|
Past Filings by Kassira Wealth Management
SEC 13F filings are viewable for Kassira Wealth Management going back to 2025
- Kassira Wealth Management 2025 Q3 filed Nov. 7, 2025