Kassira Wealth Management

Kassira Wealth Management as of June 30, 2026

Portfolio Holdings for Kassira Wealth Management

Kassira Wealth Management holds 63 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mth Treasury (SGOV) 9.5 $12M 118k 100.67
Alphabet Cap Stk Cl A (GOOGL) 8.9 $11M 31k 357.37
Vanguard Index Fds Growth Etf (VUG) 7.0 $8.7M 101k 86.14
NVIDIA Corporation (NVDA) 6.5 $8.1M 41k 200.09
Spdr Series Trust St Str Blo 1 Etf (BIL) 5.6 $7.0M 76k 91.64
Spdr Gold Tr Gold Shs (GLD) 4.6 $5.7M 16k 368.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.6 $4.4M 8.9k 500.39
Amazon (AMZN) 3.5 $4.4M 18k 238.34
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.4 $4.2M 73k 58.20
Dominion Resources (D) 2.2 $2.7M 40k 68.29
Pfizer (PFE) 2.1 $2.6M 110k 24.08
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.0 $2.5M 8.1k 306.30
Spdr Series Trust St Str Sp Biot (XBI) 2.0 $2.5M 16k 158.25
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.9 $2.4M 41k 58.98
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $2.4M 6.4k 370.04
Spdr Series Trust ST STR SP600SM C (SLYV) 1.8 $2.3M 21k 109.11
UnitedHealth (UNH) 1.7 $2.1M 5.2k 415.61
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $2.1M 14k 148.31
Boeing Company (BA) 1.7 $2.1M 9.6k 216.47
Abbvie (ABBV) 1.6 $1.9M 7.7k 251.64
Constellation Energy (CEG) 1.4 $1.8M 7.2k 248.38
Microsoft Corporation (MSFT) 1.3 $1.6M 4.3k 372.98
Select Sector Spdr Tr St Str Util Etf (XLU) 1.3 $1.6M 36k 45.34
Ishares Tr Cybersecurity (IHAK) 1.3 $1.6M 26k 60.71
Super Micro Computer Com New (SMCI) 1.2 $1.5M 51k 29.33
Cloudflare Cl A Com (NET) 1.2 $1.5M 6.0k 245.28
Vanguard World Mega Grwth Ind (MGK) 1.1 $1.4M 16k 87.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $1.4M 20k 71.25
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.4M 14k 96.43
Ishares Tr Eafe Value Etf (EFV) 1.1 $1.4M 18k 76.55
Ciena Corp Com New (CIEN) 1.0 $1.3M 2.7k 490.56
Wal-Mart Stores (WMT) 1.0 $1.3M 12k 113.26
General Dynamics Corporation (GD) 0.8 $1.0M 2.9k 354.24
Arbor Realty Trust (ABR) 0.8 $976k 180k 5.42
Ishares Tr Core S&p500 Etf (IVV) 0.8 $953k 1.3k 748.89
CECO Environmental (CECO) 0.7 $928k 10k 90.74
Egain Corp Com New (EGAN) 0.7 $919k 146k 6.30
Crispr Therapeutics Namen Akt (CRSP) 0.7 $864k 16k 54.54
Honeywell International (HON) 0.6 $728k 3.3k 223.90
Honeywell Aerospace (HONA) 0.6 $719k 3.3k 221.08
Argan (AGX) 0.6 $716k 897.00 798.65
Duke Energy Corp Com New (DUK) 0.6 $689k 5.4k 126.58
Ishares Tr Russell 2000 Etf (IWM) 0.5 $647k 2.2k 300.45
Eaton Corp SHS (ETN) 0.4 $559k 1.3k 426.12
Applied Materials (AMAT) 0.4 $506k 700.00 723.00
Fastenal Company (FAST) 0.4 $494k 10k 48.03
Bristol Myers Squibb (BMY) 0.4 $484k 8.4k 57.62
Powell Industries (POWL) 0.4 $476k 1.7k 286.36
Amgen (AMGN) 0.3 $423k 1.2k 362.12
ESCO Technologies (ESE) 0.3 $375k 1.1k 350.04
Celestica (CLS) 0.3 $371k 1.0k 364.80
Willdan (WLDN) 0.3 $350k 4.4k 79.10
Cummins (CMI) 0.3 $321k 450.00 713.21
Vanguard Index Fds Value Etf (VTV) 0.2 $277k 1.3k 217.93
Te Connectivity Ord Shs (TEL) 0.2 $264k 1.3k 201.61
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $237k 3.1k 77.11
Primoris Services (PRIM) 0.2 $235k 2.4k 99.13
Kroger (KR) 0.2 $231k 4.2k 55.53
Global X Fds Global X Uranium (URA) 0.2 $224k 5.1k 43.70
Applovin Corp Com Cl A (APP) 0.2 $206k 400.00 515.23
Beam Therapeutics (BEAM) 0.2 $206k 6.0k 34.32
Apple (AAPL) 0.2 $201k 694.00 289.36
Niagen Bioscience Com New (NAGE) 0.0 $32k 10k 3.19