Kassira Wealth Management LLC Top Holdings and 13F Report (2026) About Kassira Wealth Management LLCInvestment ActivityKassira Wealth Management LLC has $126.51 million in total holdings as of September 30, 2026.Kassira Wealth Management LLC owns shares of 65 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 6.93% of the portfolio was purchased this quarter.About 5.58% of the portfolio was sold this quarter.This quarter, Kassira Wealth Management LLC has purchased 63 new stocks and bought additional shares in 25 stocks.Kassira Wealth Management LLC sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings Alphabet $11,980,600ISHARES TR $10,623,257NVIDIA $9,196,257Vanguard Growth ETF $8,141,677SPDR Bloomberg 1-3 Month T-Bill ETF $7,044,871 Largest New Holdings this Quarter 573874104 - Marvell Technology $2,567,857 Holding35671D857 - Freeport-McMoRan $1,073,310 Holding11135F101 - Broadcom $402,248 Holding69608A108 - PALANTIR TECHNOLOGIES INC $293,669 Holding73933G202 - POWER SOLUTIONS INTL INC $264,971 Holding Largest Purchases this Quarter Marvell Technology 9,719 shares (about $2.57M)CELESTICA INC 4,974 shares (about $1.80M)Alphabet 3,799 shares (about $1.31M)Freeport-McMoRan 15,333 shares (about $1.07M)Boeing 3,549 shares (about $660.29K) Largest Sales this Quarter SUPER MICRO COMPUTER INC 40,557 shares (about $1.67M)ISHARES TR 12,105 shares (about $1.22M)Microsoft 2,169 shares (about $1.11M)Vanguard Growth ETF 10,137 shares (about $913.44K)Cloudflare 1,399 shares (about $485.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKassira Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$11,980,600$1,307,168 ▲12.2%34,8199.5%Communication ServicesISHARES TR$10,623,257$1,218,732 ▼-10.3%105,5158.4%0-3 MTH TREASURYNVDANVIDIA$9,196,257$67,373 ▼-0.7%40,2677.3%TechnologyVUGVanguard Growth ETF$8,141,677$913,441 ▼-10.1%90,3536.4%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,044,871$76,611 ▲1.1%76,8765.6%ETFGLDSPDR Gold Shares$5,849,702$50,271 ▼-0.9%15,3604.6%ETFAMZNAmazon.com$4,565,923$3,986 ▼-0.1%18,3263.6%Consumer DiscretionaryBRK.BBerkshire Hathaway$4,392,915$30,375 ▼-0.7%8,8223.5%FinanceVGSHVanguard Short-Term Treasury ETF$4,239,161$41,328 ▲1.0%73,6483.4%ETFPFEPfizer$3,127,861$4,392 ▲0.1%109,6732.5%HealthcareMRVLMarvell Technology$2,567,857$2,567,857 ▲New Holding9,7192.0%TechnologyXBISPDR S&P Biotech ETF$2,452,714$9,776 ▼-0.4%15,5551.9%ETFBABoeing$2,444,883$660,291 ▲37.0%13,1411.9%IndustrialsDDominion Energy$2,439,811$2,844 ▲0.1%40,3141.9%UtilitiesVOTVanguard Mid-Cap Growth ETF$2,363,966$4,382 ▼-0.2%8,0931.9%ETFVGITVanguard Intermediate-Term Treasury ETF$2,332,749$4,986 ▲0.2%41,1711.8%ETFVTIVanguard Total Stock Market ETF$2,326,276$54,265 ▼-2.3%6,2161.8%ETFCELESTICA INC$2,164,966$1,797,753 ▲489.6%5,9901.7%COMSLYVSPDR S&P 600 Small Cap Value ETF$2,135,348$8,785 ▼-0.4%20,9041.7%ETFABBVAbbVie$2,020,839$6,017 ▲0.3%7,7251.6%HealthcareIJRiShares Core S&P Small-Cap ETF$1,932,723$12,516 ▲0.7%14,2071.5%ETFUNHUnitedHealth Group$1,896,545$5,873 ▲0.3%5,1671.5%HealthcareCEGConstellation Energy$1,870,166$39,629 ▲2.2%7,3621.5%UtilitiesIHAKiShares Cybersecurity and Tech ETF$1,773,267$9,737 ▼-0.5%26,2241.4%ETFNETCloudflare$1,591,237$485,845 ▼-23.4%4,5821.3%TechnologyMGKVanguard Mega Cap Growth ETF$1,505,5630.0%16,2501.2%ETFEFViShares MSCI EAFE Value ETF$1,425,634$5,698 ▼-0.4%18,0141.1%ETFXLUUtilities Select Sector SPDR Fund$1,394,246$4,575 ▼-0.3%35,3511.1%ETFVEAVanguard FTSE Developed Markets ETF$1,386,713$24,855 ▼-1.8%19,6391.1%ETFVNQVanguard Real Estate ETF$1,294,927$3,137 ▲0.2%14,4471.0%ETFWALMART INC$1,199,041$9,145 ▲0.8%11,5380.9%COMMSFTMicrosoft$1,107,364$1,112,493 ▼-50.1%2,1590.9%TechnologyFCXFreeport-McMoRan$1,073,310$1,073,310 ▲New Holding15,3330.8%MaterialsGDGeneral Dynamics$978,2350.0%2,9480.8%IndustrialsIVViShares Core S&P 500 ETF$974,9270.0%1,2730.8%ETFCIENCiena$949,562$14,776 ▲1.6%2,6990.8%TechnologyCRSPCRISPR Therapeutics$876,2130.0%15,8390.7%HealthcareCECOCECO Environmental$711,999$70 ▲0.0%10,2240.6%IndustrialsABRArbor Realty Trust$696,855$1,532 ▲0.2%180,5320.6%FinanceHONEYWELL INTL INC$678,805$7,383 ▼-1.1%3,2180.5%COMDUKDuke Energy$629,232$8,779 ▲1.4%5,5190.5%UtilitiesIWMiShares Russell 2000 ETF$584,403$14,172 ▼-2.4%2,1030.5%ETFHONEYWELL AEROSPACE INC$575,869$71,751 ▲14.2%3,7160.5%COMETNEaton$563,780$430 ▲0.1%1,3120.4%IndustrialsBMYBristol Myers Squibb$524,0350.0%8,3980.4%HealthcareFASTFastenal$513,280$4,012 ▲0.8%10,3630.4%IndustrialsAMGNAmgen$492,3240.0%1,1680.4%HealthcareSUPER MICRO COMPUTER INC$411,193$1,665,677 ▼-80.2%10,0120.3%COM NEWAVGOBroadcom$402,248$402,248 ▲New Holding1,1450.3%TechnologyAMATApplied Materials$357,9660.0%7000.3%TechnologyAGXArgan$339,1140.0%8970.3%IndustrialsWLDNWilldan Group$326,919$222 ▲0.1%4,4250.3%IndustrialsPOWLPowell Industries$306,7740.0%1,6630.2%IndustrialsPALANTIR TECHNOLOGIES INC$293,669$293,669 ▲New Holding1,5700.2%CL AESEESCO Technologies$283,9330.0%1,0710.2%IndustrialsTE CONNECTIVITY PLC$276,726$422 ▲0.2%1,3110.2%ORD SHSVTVVanguard Value ETF$274,4220.0%1,2700.2%ETFPOWER SOLUTIONS INTL INC$264,971$264,971 ▲New Holding5,7640.2%COM NEWKRKroger$245,032$1,055 ▲0.4%4,1800.2%Consumer StaplesCMICummins$232,4570.0%4500.2%IndustrialsAAPLApple$231,1160.0%6940.2%TechnologyIJHiShares Core S&P Mid-Cap ETF$220,8870.0%3,0700.2%ETFAPPLOVIN CORP$203,301$87,129 ▲75.0%7000.2%COM CL AURAGlobal X Uranium ETF$200,366$4,144 ▼-2.0%5,0280.2%ETFNIAGEN BIOSCIENCE INC$29,2000.0%10,0000.0%COM NEWEGANeGain$0$919,372 ▼-100.0%00.0%TechnologyPRIMORIS SVCS CORP$0$234,939 ▼-100.0%00.0%COMBEAMBeam Therapeutics$0$205,920 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. 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