Kassira Wealth Management LLC
59 holdingsFiling period: 2026-03-31Current AUM: $119.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 108.4K | $10.9M | $10.9M | 9.14% | -- | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 35.0K | $10.1M | $12.5M | 10.44% | -66 | 2026-03-31 |
| 3 | VUG | VANGUARD INDEX FDS | 18.6K | $8.1M | $9.5M | 7.96% | -332 | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 40.4K | $7.0M | $8.1M | 6.79% | +678 | 2026-03-31 |
| 5 | BIL | SPDR SERIES TRUST | 64.0K | $5.9M | $5.9M | 4.92% | -22,606 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 20.5K | $4.3M | $5.6M | 4.67% | -1,187 | 2026-03-31 |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | 71.6K | $4.2M | $4.2M | 3.48% | +2.7K | 2026-03-31 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.3K | $4.0M | $4.0M | 3.35% | +2.9K | 2026-03-31 |
| 9 | PFE | PFIZER INC | 108.5K | $3.0M | $2.7M | 2.27% | +982 | 2026-03-31 |
| 10 | D | DOMINION ENERGY INC | 40.2K | $2.5M | $2.8M | 2.33% | +1.1K | 2026-03-31 |
| 11 | VGIT | VANGUARD SCOTTSDALE FDS | 38.3K | $2.3M | $2.2M | 1.87% | +3.8K | 2026-03-31 |
| 12 | GLD | SPDR GOLD TR | 5.2K | $2.3M | $1.9M | 1.63% | -2,043 | 2026-03-31 |
| 13 | VOT | VANGUARD INDEX FDS | 8.1K | $2.1M | $2.4M | 2.01% | -102 | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 6.4K | $2.1M | $2.4M | 1.97% | -325 | 2026-03-31 |
| 15 | XBI | SPDR SERIES TRUST | 15.9K | $2.0M | $2.3M | 1.96% | -68 | 2026-03-31 |
| 16 | SLYV | SPDR SERIES TRUST | 21.1K | $2.0M | $2.3M | 1.92% | +86 | 2026-03-31 |
| 17 | CEG | CONSTELLATION ENERGY CORP | 7.0K | $1.9M | $1.8M | 1.53% | +920 | 2026-03-31 |
| 18 | BA | BOEING CO | 9.6K | $1.9M | $2.1M | 1.73% | +8.3K | 2026-03-31 |
| 19 | IJR | ISHARES TR | 14.1K | $1.8M | $2.0M | 1.72% | -4,456 | 2026-03-31 |
| 20 | ABBV | ABBVIE INC | 7.7K | $1.7M | $1.9M | 1.63% | +353 | 2026-03-31 |
| 21 | XLU | SELECT SECTOR SPDR TR | 35.4K | $1.6M | $1.6M | 1.32% | +153 | 2026-03-31 |
| 22 | WMT | WALMART INC | 11.3K | $1.4M | $1.3M | 1.06% | +42 | 2026-03-31 |
| 23 | NET | CLOUDFLARE INC | 6.7K | $1.4M | $1.9M | 1.57% | -3,324 | 2026-03-31 |
| 24 | ABR | ARBOR REALTY TRUST INC | 178.7K | $1.4M | $895K | 0.75% | +49.6K | 2026-03-31 |
| 25 | UNH | UNITEDHEALTH GROUP INC | 5.1K | $1.4M | $2.1M | 1.76% | +339 | 2026-03-31 |
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