Kassira Wealth Management LLC
Net buyer this quarter
$125M
43
+$2.83M
36.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $11.1M | 8.89% | 0.00% | -11.3% | Q3 2025 |
 NVDA | $8.02M | 6.43% | 0.00% | -0.8% | Q3 2025 |
 GLD | $5.71M | 4.58% | 0.00% | +195.6% | Q3 2025 |
 BRK.B | $4.44M | 3.57% | Not reported | +6.5% | Q3 2025 |
 AMZN | $4.37M | 3.51% | 0.00% | -10.7% | Q3 2025 |
 D | $2.75M | 2.21% | 0.00% | +0.2% | Q3 2025 |
 PFE | $2.64M | 2.12% | 0.00% | +1.0% | Q3 2025 |
 VOT | $2.48M | 1.99% | Not reported | -0.1% | Q3 2025 |
 UNH | $2.14M | 1.72% | 0.00% | +1.7% | Q4 2025 |
 BA | $2.08M | 1.67% | 0.00% | +0.3% | Q4 2025 |
 ABBV | $1.94M | 1.55% | 0.00% | -0.6% | Q3 2025 |
 CEG | $1.79M | 1.44% | 0.00% | +3.5% | Q3 2025 |
 MSFT | $1.61M | 1.29% | 0.00% | +35.4% | Q3 2025 |
 SMCI | $1.48M | 1.19% | 0.01% | +7.5% | Q3 2025 |
 NET | $1.47M | 1.18% | Not reported | -11.0% | Q3 2025 |
 CIEN | $1.3M | 1.05% | 0.00% | -10.3% | Q1 2026 |
 WMT | $1.3M | 1.04% | 0.00% | +1.0% | Q3 2025 |
 GD | $1.04M | 0.84% | 0.00% | +0.6% | Q3 2025 |
 ABR | $976K | 0.78% | 0.10% | +0.8% | Q3 2025 |
 CECO | $928K | 0.74% | 0.02% | -1.2% | Q1 2026 |
 EGAN | $919K | 0.74% | 0.56% | +0.7% | Q1 2026 |
 CRSP | $864K | 0.69% | 0.02% | +0.3% | Q3 2025 |
 HON | $728K | 0.58% | 0.00% | New | Q2 2026 |
 HONA | $719K | 0.58% | Not reported | New | Q2 2026 |
 AGX | $716K | 0.57% | 0.01% | -0.2% | Q1 2026 |
| DUK | $689K | 0.55% | 0.00% | +26.7% | Q4 2025 |
 ETN | $559K | 0.45% | 0.00% | +0.6% | Q3 2025 |
 AMAT | $506K | 0.41% | 0.00% | Not reported | Q1 2026 |
 FAST | $494K | 0.40% | 0.00% | +0.6% | Q1 2026 |
 BMY | $484K | 0.39% | 0.00% | Not reported | Q3 2025 |
 POWL | $476K | 0.38% | 0.00% | -52.1% | Q3 2025 |
 AMGN | $423K | 0.34% | 0.00% | Not reported | Q3 2025 |
 ESE | $375K | 0.30% | 0.00% | -1.3% | Q3 2025 |
 CLS | $371K | 0.30% | 0.00% | New | Q2 2026 |
 WLDN | $350K | 0.28% | 0.03% | +0.9% | Q1 2026 |
 CMI | $321K | 0.26% | 0.00% | Not reported | Q4 2025 |
 TEL | $264K | 0.21% | 0.00% | New | Q2 2026 |
 PRIM | $235K | 0.19% | 0.00% | +0.3% | Q1 2026 |
 KR | $231K | 0.19% | 0.00% | New | Q2 2026 |
 APP | $206K | 0.17% | 0.00% | Not reported | Q3 2025 |
 BEAM | $206K | 0.17% | 0.01% | New | Q2 2026 |
 AAPL | $201K | 0.16% | 0.00% | Not reported | Q3 2025 |
 NAGE | $31.9K | 0.03% | 0.01% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| GOOGL | $10.1M | 9.24% | 0.00% | -0.2% | Q3 2025 |
| NVDA | $7.04M | 6.47% | 0.00% | +1.7% | Q3 2025 |
| AMZN | $4.28M | 3.93% | 0.00% | -5.5% | Q3 2025 |
| BRK.B | $4M | 3.67% | Not reported | +53.9% | Q3 2025 |
| PFE | $3.05M | 2.80% | 0.00% | +0.9% | Q3 2025 |
| D | $2.48M | 2.28% | 0.00% | +2.7% | Q3 2025 |
| GLD | $2.26M | 2.07% | 0.00% | -28.1% | Q3 2025 |
| VOT | $2.09M | 1.92% | Not reported | -1.2% | Q3 2025 |
| CEG | $1.94M | 1.79% | 0.00% | +15.2% | Q3 2025 |
| BA | $1.9M | 1.75% | 0.00% | +655.8% | Q4 2025 |
| ABBV | $1.68M | 1.55% | 0.00% | +4.8% | Q3 2025 |
| WMT | $1.41M | 1.29% | 0.00% | +0.4% | Q3 2025 |
| NET | $1.39M | 1.27% | Not reported | -33.1% | Q3 2025 |
| ABR | $1.38M | 1.27% | 0.09% | +38.4% | Q3 2025 |
| UNH | $1.37M | 1.26% | 0.00% | +7.2% | Q4 2025 |
| MSFT | $1.18M | 1.09% | 0.00% | +13.9% | Q3 2025 |
| CIEN | $1.15M | 1.06% | 0.00% | New | Q1 2026 |
| EGAN | $1.14M | 1.05% | 0.53% | New | Q1 2026 |
| SMCI | $1.07M | 0.98% | 0.01% | +52.2% | Q3 2025 |
| GD | $1.01M | 0.92% | 0.00% | Not reported | Q3 2025 |
| CRSP | $751K | 0.69% | 0.02% | +4.0% | Q3 2025 |
| POWL | $625K | 0.57% | 0.00% | -67.3% | Q3 2025 |
| CECO | $616K | 0.57% | 0.03% | New | Q1 2026 |
 PSIX | $581K | 0.53% | 0.04% | New | Q1 2026 |
| DUK | $562K | 0.52% | 0.00% | +145.9% | Q4 2025 |
| BMY | $509K | 0.47% | 0.00% | 0.0% | Q3 2025 |
| AGX | $490K | 0.45% | 0.01% | New | Q1 2026 |
| FAST | $474K | 0.44% | 0.00% | New | Q1 2026 |
| ETN | $466K | 0.43% | 0.00% | -0.3% | Q3 2025 |
 PANW | $456K | 0.42% | 0.00% | New | Q1 2026 |
| AMGN | $411K | 0.38% | 0.00% | +1.2% | Q3 2025 |
| PRIM | $338K | 0.31% | 0.00% | New | Q1 2026 |
| WLDN | $336K | 0.31% | 0.03% | New | Q1 2026 |
 GSAT | $307K | 0.28% | 0.00% | -2.1% | Q4 2025 |
| ESE | $305K | 0.28% | 0.00% | -8.4% | Q3 2025 |
| CMI | $242K | 0.22% | 0.00% | Not reported | Q4 2025 |
| AMAT | $239K | 0.22% | 0.00% | New | Q1 2026 |
 IRDM | $201K | 0.19% | 0.01% | New | Q1 2026 |
| NAGE | $44.1K | 0.04% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| GOOGL | $11M | 10.41% | 0.00% | -2.5% | Q3 2025 |
| NVDA | $7.4M | 7.02% | 0.00% | +2.1% | Q3 2025 |
| AMZN | $5.01M | 4.76% | 0.00% | -1.3% | Q3 2025 |
 XOM | $4.57M | 4.33% | 0.00% | +2.4% | Q3 2025 |
 BTI | $3.32M | 3.15% | 0.00% | -2.3% | Q3 2025 |
| GLD | $2.89M | 2.74% | 0.00% | +0.7% | Q3 2025 |
| BRK.B | $2.73M | 2.59% | Not reported | +44.9% | Q3 2025 |
| PFE | $2.68M | 2.54% | 0.00% | -1.7% | Q3 2025 |
| VOT | $2.29M | 2.18% | Not reported | +0.4% | Q3 2025 |
| D | $2.29M | 2.18% | 0.00% | +11.9% | Q3 2025 |
| CEG | $2.14M | 2.03% | 0.00% | -2.8% | Q3 2025 |
| NET | $1.98M | 1.88% | Not reported | -3.2% | Q3 2025 |
| ABBV | $1.69M | 1.60% | 0.00% | -1.4% | Q3 2025 |
| UNH | $1.56M | 1.48% | 0.00% | New | Q4 2025 |
| MSFT | $1.36M | 1.29% | 0.00% | +14.7% | Q3 2025 |
| WMT | $1.26M | 1.19% | 0.00% | +0.9% | Q3 2025 |
| POWL | $1.13M | 1.07% | 0.03% | -2.6% | Q3 2025 |
| ABR | $1M | 0.95% | 0.07% | -2.2% | Q3 2025 |
| GD | $986K | 0.94% | 0.00% | -2.2% | Q3 2025 |
| SMCI | $905K | 0.86% | 0.01% | +14.6% | Q3 2025 |
| CRSP | $796K | 0.76% | 0.02% | -3.5% | Q3 2025 |
 VALE | $527K | 0.50% | 0.00% | -3.7% | Q3 2025 |
| BMY | $453K | 0.43% | 0.00% | -3.1% | Q3 2025 |
| ETN | $416K | 0.39% | 0.00% | -2.1% | Q3 2025 |
 HUBS | $406K | 0.39% | 0.00% | +3.4% | Q3 2025 |
| AMGN | $378K | 0.36% | 0.00% | +1.0% | Q3 2025 |
| GSAT | $288K | 0.27% | 0.00% | New | Q4 2025 |
| AAPL | $282K | 0.27% | 0.00% | Not reported | Q3 2025 |
| BA | $275K | 0.26% | 0.00% | New | Q4 2025 |
| APP | $270K | 0.26% | 0.00% | Not reported | Q3 2025 |
 CAT | $265K | 0.25% | 0.00% | +0.4% | Q3 2025 |
 HWM | $235K | 0.22% | 0.00% | +0.9% | Q3 2025 |
| ESE | $232K | 0.22% | 0.00% | +9.6% | Q3 2025 |
| CMI | $230K | 0.22% | 0.00% | New | Q4 2025 |
 OKTA | $230K | 0.22% | Not reported | Not reported | Q3 2025 |
| DUK | $205K | 0.19% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| GOOGL | $8.74M | 8.42% | 0.00% | New | Q3 2025 |
| NVDA | $7.25M | 6.99% | 0.00% | New | Q3 2025 |
| AMZN | $4.83M | 4.66% | 0.00% | New | Q3 2025 |
| XOM | $4.18M | 4.03% | 0.00% | New | Q3 2025 |
| BTI | $3.19M | 3.07% | 0.00% | New | Q3 2025 |
| PFE | $2.79M | 2.68% | 0.00% | New | Q3 2025 |
| GLD | $2.57M | 2.48% | 0.00% | New | Q3 2025 |
| VOT | $2.4M | 2.32% | Not reported | New | Q3 2025 |
| NET | $2.23M | 2.15% | Not reported | New | Q3 2025 |
| D | $2.14M | 2.06% | 0.00% | New | Q3 2025 |
| CEG | $2.05M | 1.97% | 0.00% | New | Q3 2025 |
| BRK.B | $1.88M | 1.81% | Not reported | New | Q3 2025 |
| ABBV | $1.74M | 1.67% | 0.00% | New | Q3 2025 |
| ABR | $1.61M | 1.55% | 0.07% | New | Q3 2025 |
 AMD | $1.45M | 1.40% | 0.00% | New | Q3 2025 |
| SMCI | $1.29M | 1.25% | 0.00% | New | Q3 2025 |
| MSFT | $1.27M | 1.22% | 0.00% | New | Q3 2025 |
| WMT | $1.15M | 1.11% | 0.00% | New | Q3 2025 |
| POWL | $1.11M | 1.07% | 0.01% | New | Q3 2025 |
| GD | $1.02M | 0.98% | 0.00% | New | Q3 2025 |
| CRSP | $1.02M | 0.98% | 0.02% | New | Q3 2025 |
| ETN | $500K | 0.48% | 0.00% | New | Q3 2025 |
| HUBS | $458K | 0.44% | 0.00% | New | Q3 2025 |
| VALE | $456K | 0.44% | 0.00% | New | Q3 2025 |
 UROY | $416K | 0.40% | 0.07% | New | Q3 2025 |
| BMY | $391K | 0.38% | 0.00% | New | Q3 2025 |
| AMGN | $323K | 0.31% | 0.00% | New | Q3 2025 |
| APP | $287K | 0.28% | 0.00% | New | Q3 2025 |
| AAPL | $264K | 0.25% | 0.00% | New | Q3 2025 |
| OKTA | $243K | 0.23% | Not reported | New | Q3 2025 |
| ESE | $228K | 0.22% | 0.00% | New | Q3 2025 |
| HWM | $223K | 0.21% | 0.00% | New | Q3 2025 |
| CAT | $219K | 0.21% | 0.00% | New | Q3 2025 |