Institutions / Kassira Wealth Management LLC
Kassira Wealth Management LLC
CIK 2095972 · Institution · as of Jun 30, 2026
Portfolio value
$124.44M
Positions
63
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$124.44M+18.0%Positions
63+14.5%Top holdings
Jun 30, 2026View all 63 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $11.84M | 9.5% |
| Alphabet Inc. | $11.09M | 8.9% |
| Vanguard Index Fds | $8.66M | 7.0% |
| NVIDIA Corp | $8.02M | 6.4% |
| SPDR Series Trust | $6.97M | 5.6% |
| SPDR Gold Tr | $5.71M | 4.6% |
| Warren E. Buffett | $4.44M | 3.6% |
| Amazon.com Inc | $4.37M | 3.5% |
| Vanguard Scottsdale Fds | $4.24M | 3.4% |
| Dominion Energy, Inc | $2.75M | 2.2% |
| Pfizer Inc | $2.64M | 2.1% |
| Vanguard Index Fds | $2.48M | 2.0% |
| SPDR Series Trust | $2.47M | 2.0% |
| Vanguard Scottsdale Fds | $2.42M | 1.9% |
| Vanguard Index Fds | $2.35M | 1.9% |
| SPDR Series Trust | $2.29M | 1.8% |
| Unitedhealth Group Inc | $2.14M | 1.7% |
| iShares Tr | $2.09M | 1.7% |
| The Boeing Company | $2.08M | 1.7% |
| AbbVie Inc. | $1.94M | 1.6% |
| Constellation Energy Corp | $1.79M | 1.4% |
| Microsoft Corp | $1.61M | 1.3% |
| Select Sector SPDR Tr | $1.61M | 1.3% |
| iShares Tr | $1.60M | 1.3% |
| Super Micro Computer, Inc. | $1.48M | 1.2% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 46436E718 | $11.84M | +118K | 117,620 9.52% of portfolio | medium |
| Q2 2026 as of | Add | 922908736 | $7.03M | +82K +431.27% | 100,490 6.96% of portfolio | medium |
| Q2 2026 as of | Exit | Exxon Mobil Corp | $-4.57M | -38K -100.00% | — | low |
| Q2 2026 as of | Exit | 110448107 | $-3.32M | -59K -100.00% | — | low |
| Q2 2026 as of | Add | 78463V107 | $3.02M | +8K +112.69% | 15,492 4.59% of portfolio | low |
| Q2 2026 as of | Add | The Boeing Company | $1.80M | +8K +658.26% | 9,592 1.67% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett | $1.73M | +3K +63.80% | 8,883 3.57% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. | $-1.44M | -4K -11.49% | 31,020 8.91% of portfolio | low |
| Q2 2026 as of | New | Ciena Corp | $1.30M | +3K | 2,657 1.05% of portfolio | low |
| Q2 2026 as of | Add | 921910816 | $1.14M | +13K +400.00% | 16,250 1.15% of portfolio | low |