Kassira Wealth Management as of Dec. 31, 2025
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 | 35k | 313.00 | |
| Vanguard Index Fds Growth Etf (VUG) | 8.8 | $9.2M | 19k | 487.86 | |
| Spdr Series Trust State Street Spd (BIL) | 7.5 | $7.9M | 87k | 91.38 | |
| NVIDIA Corporation (NVDA) | 7.0 | $7.4M | 40k | 186.50 | |
| Amazon (AMZN) | 4.8 | $5.0M | 22k | 230.82 | |
| Exxon Mobil Corporation (XOM) | 4.3 | $4.6M | 38k | 120.34 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.8 | $4.0M | 69k | 58.73 | |
| British Amern Tob Sponsored Adr (BTI) | 3.2 | $3.3M | 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 | 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 | 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 | 6.0k | 353.27 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.0 | $2.1M | 35k | 59.93 | |
| Cloudflare Cl A Com (NET) | 1.9 | $2.0M | 10k | 197.15 | |
| Spdr Series Trust State Street Spd (XBI) | 1.8 | $1.9M | 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 | 4.7k | 330.13 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 1.4 | $1.5M | 35k | 42.69 | |
| Microsoft Corporation (MSFT) | 1.3 | $1.4M | 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 | 19k | 62.47 | |
| Powell Industries (POWL) | 1.1 | $1.1M | 3.5k | 318.78 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $1.1M | 12k | 88.49 | |
| Arbor Realty Trust (ABR) | 1.0 | $1.0M | 129k | 7.76 | |
| General Dynamics Corporation (GD) | 0.9 | $986k | 2.9k | 336.66 | |
| Super Micro Computer Com New (SMCI) | 0.9 | $905k | 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 | 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 | 41k | 13.03 | |
| Bristol Myers Squibb (BMY) | 0.4 | $453k | 8.4k | 53.94 | |
| Eaton Corp SHS (ETN) | 0.4 | $416k | 1.3k | 318.51 | |
| Hubspot (HUBS) | 0.4 | $406k | 1.0k | 401.30 | |
| Amgen (AMGN) | 0.4 | $378k | 1.2k | 327.31 | |
| Globalstar Com New (GSAT) | 0.3 | $289k | 4.7k | 61.04 | |
| Apple (AAPL) | 0.3 | $282k | 1.0k | 271.86 | |
| Boeing Company (BA) | 0.3 | $275k | 1.3k | 217.12 | |
| Applovin Corp Com Cl A (APP) | 0.3 | $270k | 400.00 | 673.82 | |
| 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 | 1.2k | 195.39 | |
| Cummins (CMI) | 0.2 | $230k | 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 | 5.1k | 42.73 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $205k | 1.7k | 117.21 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $203k | 3.1k | 66.00 |
