Kassira Wealth Management
Latest statistics and disclosures from Kassira Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, VUG, BIL, NVDA, AMZN, and represent 38.45% of Kassira Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: UNH, BRK.B, XLU, VGSH, GSAT, VNQ, BA, D, VGIT, CMI.
- Started 5 new stock positions in GSAT, CMI, DUK, BA, UNH.
- Reduced shares in these 10 stocks: AMD, , XBI, VUG, URA, UROY, GOOGL, BIL, BTI, AMZN.
- Sold out of its positions in AMD, UROY, VHT.
- Kassira Wealth Management was a net seller of stock by $-351k.
- Kassira Wealth Management has $105M in assets under management (AUM), dropping by 1.54%.
- Central Index Key (CIK): 0002095972
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Portfolio Holdings for Kassira Wealth Management
Kassira Wealth Management holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 10.4 | $11M | -2% | 35k | 313.00 |
|
| Vanguard Index Fds Growth Etf (VUG) | 8.8 | $9.2M | -8% | 19k | 487.86 |
|
| Spdr Series Trust State Street Spd (BIL) | 7.5 | $7.9M | -2% | 87k | 91.38 |
|
| NVIDIA Corporation (NVDA) | 7.0 | $7.4M | +2% | 40k | 186.50 |
|
| Amazon (AMZN) | 4.8 | $5.0M | 22k | 230.82 |
|
|
| Exxon Mobil Corporation (XOM) | 4.3 | $4.6M | +2% | 38k | 120.34 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.8 | $4.0M | +11% | 69k | 58.73 |
|
| British Amern Tob Sponsored Adr (BTI) | 3.2 | $3.3M | -2% | 59k | 56.62 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.7 | $2.9M | 7.3k | 396.31 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $2.7M | +44% | 5.4k | 502.65 |
|
| Pfizer (PFE) | 2.5 | $2.7M | 108k | 24.90 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 2.2 | $2.3M | 8.2k | 279.14 |
|
|
| Dominion Resources (D) | 2.2 | $2.3M | +11% | 39k | 58.59 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $2.3M | 6.7k | 335.27 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $2.2M | 19k | 120.18 |
|
|
| Constellation Energy (CEG) | 2.0 | $2.1M | -2% | 6.0k | 353.27 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.0 | $2.1M | +12% | 35k | 59.93 |
|
| Cloudflare Cl A Com (NET) | 1.9 | $2.0M | -3% | 10k | 197.15 |
|
| Spdr Series Trust State Street Spd (XBI) | 1.8 | $1.9M | -31% | 16k | 121.93 |
|
| Spdr Series Trust State Street Spd (SLYV) | 1.8 | $1.9M | 21k | 90.97 |
|
|
| Abbvie (ABBV) | 1.6 | $1.7M | 7.4k | 228.49 |
|
|
| Ishares Tr Cybersecurity (IHAK) | 1.6 | $1.7M | 35k | 48.12 |
|
|
| UnitedHealth (UNH) | 1.5 | $1.6M | NEW | 4.7k | 330.13 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 1.4 | $1.5M | +102% | 35k | 42.69 |
|
| Microsoft Corporation (MSFT) | 1.3 | $1.4M | +14% | 2.8k | 483.62 |
|
| Vanguard World Mega Grwth Ind (MGK) | 1.3 | $1.3M | 3.3k | 412.77 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 1.2 | $1.3M | 18k | 71.41 |
|
|
| Wal-Mart Stores (WMT) | 1.2 | $1.3M | 11k | 111.41 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $1.2M | +7% | 19k | 62.47 |
|
| Powell Industries (POWL) | 1.1 | $1.1M | -2% | 3.5k | 318.78 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $1.1M | +34% | 12k | 88.49 |
|
| Arbor Realty Trust (ABR) | 1.0 | $1.0M | -2% | 129k | 7.76 |
|
| General Dynamics Corporation (GD) | 0.9 | $986k | -2% | 2.9k | 336.66 |
|
| Super Micro Computer Com New (SMCI) | 0.9 | $905k | +14% | 31k | 29.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $872k | 1.3k | 684.94 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.8 | $797k | -3% | 15k | 52.44 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $565k | 2.3k | 246.16 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.5 | $527k | -3% | 41k | 13.03 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $453k | -3% | 8.4k | 53.94 |
|
| Eaton Corp SHS (ETN) | 0.4 | $416k | -2% | 1.3k | 318.51 |
|
| Hubspot (HUBS) | 0.4 | $406k | +3% | 1.0k | 401.30 |
|
| Amgen (AMGN) | 0.4 | $378k | 1.2k | 327.31 |
|
|
| Globalstar Com New (GSAT) | 0.3 | $289k | NEW | 4.7k | 61.04 |
|
| Apple (AAPL) | 0.3 | $282k | 1.0k | 271.86 |
|
|
| Boeing Company (BA) | 0.3 | $275k | NEW | 1.3k | 217.12 |
|
| Applovin Corp Com Cl A (APP) | 0.3 | $270k | 400.00 | 673.82 |
|
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| Caterpillar (CAT) | 0.3 | $265k | 462.00 | 572.87 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $243k | 1.3k | 190.99 |
|
|
| Howmet Aerospace (HWM) | 0.2 | $235k | 1.1k | 205.02 |
|
|
| ESCO Technologies (ESE) | 0.2 | $232k | +9% | 1.2k | 195.39 |
|
| Cummins (CMI) | 0.2 | $230k | NEW | 450.00 | 510.45 |
|
| Okta Cl A (OKTA) | 0.2 | $230k | 2.7k | 86.47 |
|
|
| Global X Fds Global X Uranium (URA) | 0.2 | $217k | -78% | 5.1k | 42.73 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $205k | NEW | 1.7k | 117.21 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $203k | 3.1k | 66.00 |
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Past Filings by Kassira Wealth Management
SEC 13F filings are viewable for Kassira Wealth Management going back to 2025
- Kassira Wealth Management 2025 Q4 filed Feb. 3, 2026
- Kassira Wealth Management 2025 Q3 filed Nov. 7, 2025