Kassira Wealth Management LLC 13F Holdings · Q2 2026
Kassira Wealth Management LLC reported 63 securities worth $124.68M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SGOV (9.50%), GOOGL (8.89%), VUG (6.94%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $11.8M | 9.50% | 117,620 | Added |
| 2 | GOOGL | ALPHABET INC | $11.1M | 8.89% | 31,020 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $8.7M | 6.94% | 100,490 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $8.3M | 6.62% | 40,562 | Added |
| 5 | BIL | SPDR SERIES TRUST | $7.0M | 5.59% | 76,040 | Added |
| 6 | GLD | SPDR GOLD TR | $5.7M | 4.58% | 15,492 | Added |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.4M | 3.57% | 8,883 | Added |
| 8 | AMZN | AMAZON COM INC | $4.4M | 3.51% | 18,342 | Trimmed |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | $4.2M | 3.40% | 72,930 | Added |
| 10 | D | DOMINION ENERGY INC | $2.7M | 2.21% | 40,267 | Added |
| 11 | PFE | PFIZER INC | $2.6M | 2.12% | 109,519 | Added |
| 12 | VOT | VANGUARD INDEX FDS | $2.5M | 1.99% | 8,108 | Trimmed |
| 13 | XBI | SPDR SERIES TRUST | $2.5M | 1.98% | 15,617 | Trimmed |
| 14 | VGIT | VANGUARD SCOTTSDALE FDS | $2.4M | 1.94% | 41,083 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $2.4M | 1.89% | 6,361 | Trimmed |
| 16 | SLYV | SPDR SERIES TRUST | $2.3M | 1.84% | 20,990 | Trimmed |
| 17 | UNH | UNITEDHEALTH GROUP INC | $2.1M | 1.72% | 5,151 | Added |
| 18 | IJR | ISHARES TR | $2.1M | 1.68% | 14,115 | Added |
| 19 | BA | BOEING CO | $2.1M | 1.67% | 9,592 | Added |
| 20 | ABBV | ABBVIE INC | $1.9M | 1.55% | 7,702 | Trimmed |
| 21 | CEG | CONSTELLATION ENERGY CORP | $1.8M | 1.44% | 7,206 | Added |
| 22 | MSFT | MICROSOFT CORP | $1.6M | 1.29% | 4,328 | Added |
| 23 | XLU | SELECT SECTOR SPDR TR | $1.6M | 1.29% | 35,467 | Added |
| 24 | IHAK | ISHARES TR | $1.6M | 1.28% | 26,368 | Added |
| 25 | SMCI | SUPER MICRO COMPUTER INC | $1.5M | 1.19% | 50,569 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR