Kassira Wealth Management

Kassira Wealth Management as of March 31, 2026

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 108k 100.66
Alphabet Cap Stk Cl A (GOOGL) 9.2 $10M 35k 287.56
Vanguard Index Fds Growth Etf (VUG) 7.5 $8.1M 19k 436.79
NVIDIA Corporation (NVDA) 6.5 $7.0M 40k 174.40
Spdr Series Trust State Street Spd (BIL) 5.4 $5.9M 64k 91.64
Amazon (AMZN) 3.9 $4.3M 21k 208.27
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.8 $4.2M 72k 58.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.7 $4.0M 8.3k 479.20
Pfizer (PFE) 2.8 $3.0M 109k 28.08
Dominion Resources (D) 2.3 $2.5M 40k 61.82
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.1 $2.3M 38k 59.55
Spdr Gold Tr Gold Shs (GLD) 2.1 $2.3M 5.2k 430.29
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.9 $2.1M 8.1k 257.35
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $2.1M 6.4k 320.81
Spdr Series Trust State Street Spd (XBI) 1.9 $2.0M 16k 127.73
Spdr Series Trust State Street Spd (SLYV) 1.8 $2.0M 21k 94.58
Constellation Energy (CEG) 1.8 $1.9M 7.0k 279.25
Boeing Company (BA) 1.7 $1.9M 9.6k 199.03
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $1.8M 14k 124.31
Abbvie (ABBV) 1.5 $1.7M 7.7k 217.50
Select Sector Spdr Tr State Street Uti (XLU) 1.5 $1.6M 35k 45.89
Wal-Mart Stores (WMT) 1.3 $1.4M 11k 124.28
Cloudflare Cl A Com (NET) 1.3 $1.4M 6.7k 206.34
Arbor Realty Trust (ABR) 1.3 $1.4M 179k 7.71
UnitedHealth (UNH) 1.3 $1.4M 5.1k 270.59
Ishares Tr Eafe Value Etf (EFV) 1.2 $1.3M 18k 74.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $1.3M 20k 64.08
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.2M 14k 88.70
Vanguard World Mega Grwth Ind (MGK) 1.1 $1.2M 3.3k 367.44
Microsoft Corporation (MSFT) 1.1 $1.2M 3.2k 370.14
Ciena Corp Com New (CIEN) 1.1 $1.1M 3.0k 388.23
Egain Corp Com New (EGAN) 1.1 $1.1M 145k 7.89
Ishares Tr Cybersecurity (IHAK) 1.0 $1.1M 26k 43.65
Super Micro Computer Com New (SMCI) 1.0 $1.1M 47k 22.77
General Dynamics Corporation (GD) 0.9 $1.0M 2.9k 343.22
Ishares Tr Core S&p500 Etf (IVV) 0.8 $832k 1.3k 653.21
Crispr Therapeutics Namen Akt (CRSP) 0.7 $751k 16k 47.57
Powell Industries (POWL) 0.6 $626k 1.2k 541.08
CECO Environmental (CECO) 0.6 $616k 10k 59.58
Power Solutions Intl Com New (PSIX) 0.5 $581k 9.5k 60.88
Duke Energy Corp Com New (DUK) 0.5 $562k 4.3k 130.94
Ishares Tr Russell 2000 Etf (IWM) 0.5 $534k 2.2k 248.00
Bristol Myers Squibb (BMY) 0.5 $509k 8.4k 60.65
Argan (AGX) 0.4 $490k 899.00 544.65
Fastenal Company (FAST) 0.4 $474k 10k 46.40
Eaton Corp SHS (ETN) 0.4 $466k 1.3k 357.67
Palo Alto Networks (PANW) 0.4 $456k 2.8k 160.32
Amgen (AMGN) 0.4 $411k 1.2k 351.85
Primoris Services (PRIM) 0.3 $338k 2.4k 143.04
Willdan (WLDN) 0.3 $336k 4.4k 76.56
Globalstar Com New (GSAT) 0.3 $307k 4.6k 66.42
ESCO Technologies (ESE) 0.3 $305k 1.1k 281.37
Vanguard Index Fds Value Etf (VTV) 0.2 $249k 1.3k 196.20
Global X Fds Global X Uranium (URA) 0.2 $247k 5.1k 48.43
Cummins (CMI) 0.2 $242k 450.00 538.02
Applied Materials (AMAT) 0.2 $239k 700.00 341.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $207k 3.1k 67.53
Iridium Communications (IRDM) 0.2 $201k 7.3k 27.74
Niagen Bioscience Com New (NAGE) 0.0 $44k 10k 4.41