Kassira Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists 65 separate positions held by the firm.
The largest holding disclosed in the portfolio is Arbor Realty Trust Inc., for which the firm reported ownership of 180,532 shares. This position accounts for approximately 18.1% of the total portfolio value.
Other significant individual stock positions include Pfizer Inc. with 109,673 shares, UnitedHealth Group Inc. with 51,647 shares, and Boeing Co. with 13,141 shares. The firm also holds substantial shares in Cloudflare Inc. Class A (4,582 shares) and Constellation Energy Corp. (7,362 shares).
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs). The top ETF holdings include Vanguard Morningstar Developed Markets ETF with 23,639 shares, SPDR S&P 600 Small Cap ETF with 21,353 shares, and Vanguard Short-Term Treasury ETF with 4,239,161 shares.
The filing also lists several other positions, including shares in Microsoft Corporation, Apple Inc., Walmart Inc., Amazon.com Inc., and AbbVie Inc.. Additionally, the firm holds smaller positions in Palantir Technologies Inc. Class A and AppLovin Corp. Class A.
