Kassira Wealth Management LLC

Est. AUM

$108.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	0-3 MNTH TREASRY	$10.9M	108362	10.02%	SOLE
2	ALPHABET INC	CAP STK CL A	$10.1M	34981	9.24%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$8.1M	18583	7.46%	SOLE
4	NVIDIA CORPORATION	COM	$7.0M	40383	6.47%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$5.9M	64027	5.39%	SOLE
6	AMAZON COM INC	COM	$4.3M	20536	3.93%	SOLE
7	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.2M	71569	3.85%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.0M	8344	3.67%	SOLE
9	PFIZER INC	COM	$3.0M	108463	2.80%	SOLE
10	DOMINION ENERGY INC	COM	$2.5M	40191	2.28%	SOLE
11	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.3M	38270	2.09%	SOLE
12	SPDR GOLD TR	GOLD SHS	$2.3M	5241	2.07%	SOLE
13	VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.1M	8114	1.92%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	6399	1.89%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	15875	1.86%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	21138	1.84%	SOLE
17	CONSTELLATION ENERGY CORP	COM	$1.9M	6964	1.79%	SOLE
18	BOEING CO	COM	$1.9M	9561	1.75%	SOLE
19	ISHARES TR	CORE S&P SCP ETF	$1.8M	14081	1.61%	SOLE
20	ABBVIE INC	COM	$1.7M	7746	1.55%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.6M	35422	1.49%	SOLE
22	WALMART INC	COM	$1.4M	11340	1.29%	SOLE
23	CLOUDFLARE INC	CL A COM	$1.4M	6721	1.27%	SOLE
24	ARBOR REALTY TRUST INC	COM	$1.4M	178689	1.27%	SOLE
25	UNITEDHEALTH GROUP INC	COM	$1.4M	5063	1.26%	SOLE
26	ISHARES TR	EAFE VALUE ETF	$1.3M	18094	1.24%	SOLE
27	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	19811	1.17%	SOLE
28	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.2M	13655	1.11%	SOLE
29	VANGUARD WORLD FD	MEGA GRWTH IND	$1.2M	3250	1.10%	SOLE
30	MICROSOFT CORP	COM	$1.2M	3196	1.09%	SOLE
31	CIENA CORP	COM NEW	$1.1M	2962	1.06%	SOLE
32	EGAIN CORP	COM NEW	$1.1M	144962	1.05%	SOLE
33	ISHARES TR	CYBERSECURITY	$1.1M	25954	1.04%	SOLE
34	SUPER MICRO COMPUTER INC	COM NEW	$1.1M	47046	0.98%	SOLE
35	GENERAL DYNAMICS CORP	COM	$1.0M	2930	0.92%	SOLE
36	ISHARES TR	CORE S&P500 ETF	$832K	1273	0.76%	SOLE
37	CRISPR THERAPEUTICS AG	NAMEN AKT	$751K	15789	0.69%	SOLE
38	POWELL INDS INC	COM	$625K	1156	0.57%	SOLE
39	CECO ENVIRONMENTAL CORP	COM	$616K	10343	0.57%	SOLE
40	POWER SOLUTIONS INTL INC	COM NEW	$581K	9549	0.53%	SOLE
41	DUKE ENERGY CORP NEW	COM NEW	$562K	4294	0.52%	SOLE
42	ISHARES TR	RUSSELL 2000 ETF	$534K	2154	0.49%	SOLE
43	BRISTOL-MYERS SQUIBB CO	COM	$509K	8398	0.47%	SOLE
44	ARGAN INC	COM	$490K	899	0.45%	SOLE
45	FASTENAL CO	COM	$474K	10217	0.44%	SOLE
46	EATON CORP PLC	SHS	$466K	1303	0.43%	SOLE
47	PALO ALTO NETWORKS INC	COM	$456K	2843	0.42%	SOLE
48	AMGEN INC	COM	$411K	1168	0.38%	SOLE
49	PRIMORIS SVCS CORP	COM	$338K	2363	0.31%	SOLE
50	WILLDAN GROUP INC	COM	$336K	4384	0.31%	SOLE

1–50 of 59

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.