Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kassira Wealth Management LLC (CIK 2095972) reported $108.9M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($10.9M, 10.02%), GOOGL ($10.1M, 9.24%), VUG ($8.1M, 7.46%), NVDA ($7.0M, 6.47%), BIL ($5.9M, 5.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $10.9M | 10.02% | 108,362 | New |
| 2 | GOOGL | ALPHABET INC | $10.1M | 9.24% | 34,981 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $8.1M | 7.46% | 18,583 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $7.0M | 6.47% | 40,383 | Added |
| 5 | BIL | SPDR SERIES TRUST | $5.9M | 5.39% | 64,027 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $4.3M | 3.93% | 20,536 | Trimmed |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | $4.2M | 3.85% | 71,569 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.0M | 3.67% | 8,344 | Added |
| 9 | PFE | PFIZER INC | $3.0M | 2.80% | 108,463 | Added |
| 10 | D | DOMINION ENERGY INC | $2.5M | 2.28% | 40,191 | Added |
| 11 | VGIT | VANGUARD SCOTTSDALE FDS | $2.3M | 2.09% | 38,270 | Added |
| 12 | GLD | SPDR GOLD TR | $2.3M | 2.07% | 5,241 | Trimmed |
| 13 | VOT | VANGUARD INDEX FDS | $2.1M | 1.92% | 8,114 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $2.1M | 1.89% | 6,399 | Trimmed |
| 15 | XBI | SPDR SERIES TRUST | $2.0M | 1.86% | 15,875 | Trimmed |
| 16 | SLYV | SPDR SERIES TRUST | $2.0M | 1.84% | 21,138 | Added |
| 17 | CEG | CONSTELLATION ENERGY CORP | $1.9M | 1.79% | 6,964 | Added |
| 18 | BA | BOEING CO | $1.9M | 1.75% | 9,561 | Added |
| 19 | IJR | ISHARES TR | $1.8M | 1.61% | 14,081 | Trimmed |
| 20 | ABBV | ABBVIE INC | $1.7M | 1.55% | 7,746 | Added |
| 21 | XLU | SELECT SECTOR SPDR TR | $1.6M | 1.49% | 35,422 | Added |
| 22 | WMT | WALMART INC | $1.4M | 1.29% | 11,340 | Added |
| 23 | NET | CLOUDFLARE INC | $1.4M | 1.27% | 6,721 | Trimmed |
| 24 | ABR | ARBOR REALTY TRUST INC | $1.4M | 1.27% | 178,689 | Added |
| 25 | UNH | UNITEDHEALTH GROUP INC | $1.4M | 1.26% | 5,063 | Added |
Source: SEC Form 13F filings · as of 2026-03-31