Kassira Wealth Management LLC
63 holdingsFiling period: 2026-06-30Current AUM: $118.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | iShares TR | 117.6K | $11.8M | $11.8M | 9.95% | +9.3K | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 31.0K | $11.1M | $8.8M | 7.43% | -3,961 | 2026-06-30 |
| 3 | VUG | Vanguard Index Fds | 100.5K | $8.7M | $8.3M | 6.95% | +81.9K | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 40.6K | $8.3M | $7.7M | 6.48% | +179 | 2026-06-30 |
| 5 | BIL | Spdr Series Trust | 76.0K | $7.0M | $7.0M | 5.85% | +12.0K | 2026-06-30 |
| 6 | GLD | Spdr Gold TR | 15.5K | $5.7M | $5.8M | 4.86% | +10.3K | 2026-06-30 |
| 7 | BRK-B | Berkshire Hathaway Inc Del | 8.9K | $4.4M | $4.4M | 3.74% | +539 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 18.3K | $4.4M | $4.8M | 4.00% | -2,194 | 2026-06-30 |
| 9 | VGSH | Vanguard Scottsdale Fds | 72.9K | $4.2M | $4.2M | 3.55% | +1.4K | 2026-06-30 |
| 10 | D | Dominion Energy Inc | 40.3K | $2.7M | $2.8M | 2.32% | +76 | 2026-06-30 |
| 11 | PFE | Pfizer Inc | 109.5K | $2.6M | $3.2M | 2.71% | +1.1K | 2026-06-30 |
| 12 | VOT | Vanguard Index Fds | 8.1K | $2.5M | $2.2M | 1.89% | -6 | 2026-06-30 |
| 13 | XBI | Spdr Series Trust | 15.6K | $2.5M | $2.4M | 2.00% | -258 | 2026-06-30 |
| 14 | VGIT | Vanguard Scottsdale Fds | 41.1K | $2.4M | $2.4M | 2.00% | +2.8K | 2026-06-30 |
| 15 | VTI | Vanguard Index Fds | 6.4K | $2.4M | $2.3M | 1.94% | -38 | 2026-06-30 |
| 16 | SLYV | Spdr Series Trust | 21.0K | $2.3M | $2.2M | 1.83% | -148 | 2026-06-30 |
| 17 | UNH | Unitedhealth Group Inc | 5.2K | $2.1M | $2.0M | 1.71% | +88 | 2026-06-30 |
| 18 | IJR | iShares TR | 14.1K | $2.1M | $1.9M | 1.63% | +34 | 2026-06-30 |
| 19 | BA | Boeing Co | 9.6K | $2.1M | $1.7M | 1.40% | +31 | 2026-06-30 |
| 20 | ABBV | Abbvie Inc | 7.7K | $1.9M | $2.2M | 1.89% | -44 | 2026-06-30 |
| 21 | CEG | Constellation Energy Corp | 7.2K | $1.8M | $1.8M | 1.52% | +242 | 2026-06-30 |
| 22 | MSFT | Microsoft Corp | 4.3K | $1.6M | $2.3M | 1.93% | +1.1K | 2026-06-30 |
| 23 | XLU | Select Sector Spdr TR | 35.5K | $1.6M | $1.5M | 1.29% | +45 | 2026-06-30 |
| 24 | IHAK | iShares TR | 26.4K | $1.6M | $1.7M | 1.47% | +414 | 2026-06-30 |
| 25 | SMCI | Super Micro Computer Inc | 50.6K | $1.5M | $1.5M | 1.22% | +3.5K | 2026-06-30 |
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