Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SGOVIshares Tr | $11.8M | 9.5% | +8.5% |
| GOOGLAlphabet Inc | $11.1M | 8.9% | −11.3% |
| VUGVanguard Index Fds | $8.7M | 7.0% | −9.9% |
| NVDANvidia Corporation | $8.0M | 6.4% | |
| BILSpdr Series Trust | $7.0M | 5.6% | +18.8% |
| GLDSpdr Gold Tr | $5.7M | 4.6% | +195.6% |
| BRK/BBerkshire Hathaway Inc Del | $4.4M | 3.6% | +6.5% |
| AMZNAmazon Com Inc | $4.4M | 3.5% | −10.7% |
| VGSHVanguard Scottsdale Fds | $4.2M | 3.4% | +1.9% |
| DDominion Energy Inc | $2.7M | 2.2% | |
| PFEPfizer Inc | $2.6M | 2.1% | |
| VOTVanguard Index Fds | $2.5M | 2.0% | |
| XBISpdr Series Trust | $2.5M | 2.0% | −1.6% |
| VGITVanguard Scottsdale Fds | $2.4M | 1.9% | +7.4% |
| VTIVanguard Index Fds | $2.4M | 1.9% | |
| SLYVSpdr Series Trust | $2.3M | 1.8% | |
| UNHUnitedhealth Group Inc | $2.1M | 1.7% | +1.7% |
| IJRIshares Tr | $2.1M | 1.7% | |
| BABoeing Co | $2.1M | 1.7% | |
| ABBVAbbvie Inc | $1.9M | 1.6% | |
| CEGConstellation Energy Corp | $1.8M | 1.4% | +3.5% |
| MSFTMicrosoft Corp | $1.6M | 1.3% | +35.4% |
| XLUSelect Sector Spdr Tr | $1.6M | 1.3% | |
| IHAKIshares Tr | $1.6M | 1.3% | +1.6% |
| SMCISuper Micro Computer Inc | $1.5M | 1.2% | +7.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| XBISpdr Series Trust | September 30, 2025 | +57.9% | $2.5M |
| CECOCeco Environmental Corp | March 31, 2026 | +52.3% | $928K |
| GOOGLAlphabet Inc | September 30, 2025 | +47.0% | $11.1M |
| CIENCiena Corp | March 31, 2026 | +26.4% | $1.3M |
| UNHUnitedhealth Group Inc | December 31, 2025 | +25.9% | $2.1M |
| IJRIshares Tr | September 30, 2025 | +24.8% | $2.1M |
| SLYVSpdr Series Trust | September 30, 2025 | +23.1% | $2.3M |
| VEAVanguard Tax-managed Fds | September 30, 2025 | +18.9% | $1.4M |
| IHAKIshares Tr | September 30, 2025 | +16.0% | $1.6M |
| NETCloudflare Inc | September 30, 2025 | +14.3% | $1.5M |
Sold off last quarter
- PSIXPower Solutions Intl Inc was $581K
- PANWPalo Alto Networks Inc was $456K
- GSATGlobalstar Inc was $307K
- IRDMIridium Communications Inc was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −0.6% | −4.6% |
| December 31, 2025 | +3.1% | +2.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kassira Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2095972&type=13F-HR&dateb=&owner=include&count=40CIK 2095972
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2095972/000209597226000003/Filed August 7, 2026 · accession 0002095972-26-000003