Kassira Wealth Management
Latest statistics and disclosures from Kassira Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOV, GOOGL, VUG, NVDA, BIL, and represent 38.57% of Kassira Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$11M), BA, BRK.B, CIEN, EGAN, CECO, PSIX, AGX, FAST, PANW.
- Started 13 new stock positions in IRDM, PRIM, CECO, NAGE, WLDN, SGOV, FAST, PSIX, EGAN, PANW. AMAT, AGX, CIEN.
- Reduced shares in these 10 stocks: , BTI, BIL, POWL, GLD, NET, IJR, , HUBS, IHAK.
- Sold out of its positions in AAPL, APP, BTI, CAT, XOM, HWM, HUBS, OKTA, VALE.
- Kassira Wealth Management was a net buyer of stock by $5.9M.
- Kassira Wealth Management has $109M in assets under management (AUM), dropping by 3.28%.
- Central Index Key (CIK): 0002095972
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Portfolio Holdings for Kassira Wealth Management
Kassira Wealth Management holds 59 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 10.0 | $11M | NEW | 108k | 100.66 |
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| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $10M | 35k | 287.56 |
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| Vanguard Index Fds Growth Etf (VUG) | 7.5 | $8.1M | 19k | 436.79 |
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| NVIDIA Corporation (NVDA) | 6.5 | $7.0M | 40k | 174.40 |
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| Spdr Series Trust State Street Spd (BIL) | 5.4 | $5.9M | -26% | 64k | 91.64 |
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| Amazon (AMZN) | 3.9 | $4.3M | -5% | 21k | 208.27 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.8 | $4.2M | +3% | 72k | 58.54 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $4.0M | +53% | 8.3k | 479.20 |
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| Pfizer (PFE) | 2.8 | $3.0M | 109k | 28.08 |
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| Dominion Resources (D) | 2.3 | $2.5M | +2% | 40k | 61.82 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.1 | $2.3M | +10% | 38k | 59.55 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.1 | $2.3M | -28% | 5.2k | 430.29 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.9 | $2.1M | 8.1k | 257.35 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $2.1M | -4% | 6.4k | 320.81 |
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| Spdr Series Trust State Street Spd (XBI) | 1.9 | $2.0M | 16k | 127.73 |
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| Spdr Series Trust State Street Spd (SLYV) | 1.8 | $2.0M | 21k | 94.58 |
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| Constellation Energy (CEG) | 1.8 | $1.9M | +15% | 7.0k | 279.25 |
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| Boeing Company (BA) | 1.7 | $1.9M | +655% | 9.6k | 199.03 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $1.8M | -24% | 14k | 124.31 |
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| Abbvie (ABBV) | 1.5 | $1.7M | +4% | 7.7k | 217.50 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.5 | $1.6M | 35k | 45.89 |
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| Wal-Mart Stores (WMT) | 1.3 | $1.4M | 11k | 124.28 |
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| Cloudflare Cl A Com (NET) | 1.3 | $1.4M | -33% | 6.7k | 206.34 |
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| Arbor Realty Trust (ABR) | 1.3 | $1.4M | +38% | 179k | 7.71 |
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| UnitedHealth (UNH) | 1.3 | $1.4M | +7% | 5.1k | 270.59 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.2 | $1.3M | 18k | 74.35 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $1.3M | +3% | 20k | 64.08 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $1.2M | +12% | 14k | 88.70 |
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| Vanguard World Mega Grwth Ind (MGK) | 1.1 | $1.2M | 3.3k | 367.44 |
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| Microsoft Corporation (MSFT) | 1.1 | $1.2M | +13% | 3.2k | 370.14 |
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| Ciena Corp Com New (CIEN) | 1.1 | $1.1M | NEW | 3.0k | 388.23 |
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| Egain Corp Com New (EGAN) | 1.1 | $1.1M | NEW | 145k | 7.89 |
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| Ishares Tr Cybersecurity (IHAK) | 1.0 | $1.1M | -25% | 26k | 43.65 |
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| Super Micro Computer Com New (SMCI) | 1.0 | $1.1M | +52% | 47k | 22.77 |
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| General Dynamics Corporation (GD) | 0.9 | $1.0M | 2.9k | 343.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $832k | 1.3k | 653.21 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.7 | $751k | +3% | 16k | 47.57 |
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| Powell Industries (POWL) | 0.6 | $626k | -67% | 1.2k | 541.08 |
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| CECO Environmental (CECO) | 0.6 | $616k | NEW | 10k | 59.58 |
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| Power Solutions Intl Com New (PSIX) | 0.5 | $581k | NEW | 9.5k | 60.88 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $562k | +145% | 4.3k | 130.94 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $534k | -6% | 2.2k | 248.00 |
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| Bristol Myers Squibb (BMY) | 0.5 | $509k | 8.4k | 60.65 |
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| Argan (AGX) | 0.4 | $490k | NEW | 899.00 | 544.65 |
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| Fastenal Company (FAST) | 0.4 | $474k | NEW | 10k | 46.40 |
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| Eaton Corp SHS (ETN) | 0.4 | $466k | 1.3k | 357.67 |
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| Palo Alto Networks (PANW) | 0.4 | $456k | NEW | 2.8k | 160.32 |
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| Amgen (AMGN) | 0.4 | $411k | 1.2k | 351.85 |
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| Primoris Services (PRIM) | 0.3 | $338k | NEW | 2.4k | 143.04 |
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| Willdan (WLDN) | 0.3 | $336k | NEW | 4.4k | 76.56 |
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| Globalstar Com New (GSAT) | 0.3 | $307k | -2% | 4.6k | 66.42 |
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| ESCO Technologies (ESE) | 0.3 | $305k | -8% | 1.1k | 281.37 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $249k | 1.3k | 196.20 |
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| Global X Fds Global X Uranium (URA) | 0.2 | $247k | 5.1k | 48.43 |
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| Cummins (CMI) | 0.2 | $242k | 450.00 | 538.02 |
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| Applied Materials (AMAT) | 0.2 | $239k | NEW | 700.00 | 341.79 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $207k | 3.1k | 67.53 |
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| Iridium Communications (IRDM) | 0.2 | $201k | NEW | 7.3k | 27.74 |
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| Niagen Bioscience Com New (NAGE) | 0.0 | $44k | NEW | 10k | 4.41 |
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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 2026 Q1 filed May 1, 2026
- Kassira Wealth Management 2025 Q4 filed Feb. 3, 2026
- Kassira Wealth Management 2025 Q3 filed Nov. 7, 2025