Kassira Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Kassira Wealth Management LLC held in its portfolio 53 assets valued at $105,414,791 (i.e. $105.42M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($11.78M), ALPHABET INC ($10.97M), and VANGUARD INDEX FDS ($9.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Kassira Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 123628 | 11775559 | STATE STREET SPD |
| ALPHABET INC | 35047 | 10969711 | CAP STK CL A |
| VANGUARD INDEX FDS | 18915 | 9227875 | GROWTH ETF |
| NVIDIA CORPORATION | 39705 | 7404990 | COM |
| AMAZON COM INC | 21723 | 5014103 | COM |
| EXXON MOBIL CORP | 37943 | 4566102 | COM |
| VANGUARD SCOTTSDALE FDS | 68873 | 4044911 | SHORT TERM TREAS |
| BRITISH AMERN TOB PLC | 58703 | 3323766 | SPONSORED ADR |
| SPDR GOLD TR | 7284 | 2886722 | GOLD SHS |
| BERKSHIRE HATHAWAY INC DEL | 5423 | 2725871 | CL B NEW |
| PFIZER INC | 107481 | 2676280 | COM |
| VANGUARD INDEX FDS | 8216 | 2293414 | MCAP GR IDXVIP |
| DOMINION ENERGY INC | 39138 | 2293097 | COM |
| VANGUARD INDEX FDS | 6724 | 2254355 | TOTAL STK MKT |
| ISHARES TR | 18537 | 2227778 | CORE S&P SCP ETF |
| CONSTELLATION ENERGY CORP | 6044 | 2135178 | COM |
| VANGUARD SCOTTSDALE FDS | 34505 | 2067885 | INTER TERM TREAS |
| CLOUDFLARE INC | 10045 | 1980372 | CL A COM |
| ABBVIE INC | 7393 | 1689227 | COM |
| ISHARES TR | 34826 | 1675827 | CYBERSECURITY |
| UNITEDHEALTH GROUP INC | 4724 | 1559548 | COM |
| SELECT SECTOR SPDR TR | 35269 | 1505634 | STATE STREET UTI |
| MICROSOFT CORP | 2806 | 1357044 | COM |
| VANGUARD WORLD FD | 3250 | 1341503 | MEGA GRWTH IND |
| ISHARES TR | 17991 | 1284739 | EAFE VALUE ETF |
| WALMART INC | 11298 | 1258710 | COM |
| VANGUARD TAX-MANAGED FDS | 19143 | 1195865 | VAN FTSE DEV MKT |
| POWELL INDS INC | 3539 | 1128162 | COM |
| VANGUARD INDEX FDS | 12120 | 1072476 | REAL ESTATE ETF |
| ARBOR REALTY TRUST INC | 129073 | 1001603 | COM |
| GENERAL DYNAMICS CORP | 2930 | 986414 | COM |
| SUPER MICRO COMPUTER INC | 30914 | 904853 | COM NEW |
| ISHARES TR | 1273 | 871929 | CORE S&P500 ETF |
| CRISPR THERAPEUTICS AG | 15188 | 796459 | NAMEN AKT |
| ISHARES TR | 2296 | 565183 | RUSSELL 2000 ETF |
| VALE S A | 40458 | 527168 | SPONSORED ADS |
| BRISTOL-MYERS SQUIBB CO | 8396 | 452880 | COM |
| EATON CORP PLC | 1307 | 416293 | SHS |
| HUBSPOT INC | 1012 | 406116 | COM |
| AMGEN INC | 1154 | 377716 | COM |
| GLOBALSTAR INC | 4726 | 288475 | COM NEW |
| APPLE INC | 1038 | 282191 | COM |
| BOEING CO | 1265 | 274657 | COM |
| APPLOVIN CORP | 400 | 269528 | COM CL A |
| CATERPILLAR INC | 462 | 264666 | COM |
| VANGUARD INDEX FDS | 1270 | 242557 | VALUE ETF |
| HOWMET AEROSPACE INC | 1144 | 234543 | COM |
| ESCO TECHNOLOGIES INC | 1185 | 231537 | COM |
| CUMMINS INC | 450 | 229703 | COM |
| OKTA INC | 2655 | 229578 | CL A |
| GLOBAL X FDS | 5073 | 216769 | GLOBAL X URANIUM |
| DUKE ENERGY CORP NEW | 1746 | 204649 | COM NEW |
| ISHARES TR | 3070 | 202620 | CORE S&P MCP ETF |
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