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Portfolio (Quarterly) Guide ↗

TSA Wealth Managment LLC

· CIK 0001963669
13F Portfolio $309M AUM 105 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 32 Added 39 Reduced 4 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 392,549.0 $30.0M 9.71% +67K +20.7% $76.54 +12.7%
2 SCHZ SCHWAB STRATEGIC TR 957,984.0 $22.2M 7.19% +19K +2.0% $23.22 -0.1%
3 IUSB ISHARES TR 249,885.0 $11.5M 3.73% +11K +4.7% $46.19 +0.1%
4 GOVT ISHARES TR 494,332.0 $11.3M 3.66% +399K +419.0% $22.91 -0.4%
5 IVW ISHARES TR 92,695.0 $10.5M 3.39% +2K +1.7% $113.11 +17.9%
6 MBB ISHARES TR 103,238.0 $9.8M 3.17% +6K +6.5% $94.95 -0.2%
7 THRO BLACKROCK ETF TRUST 176,770.0 $6.4M 2.07% +7K +3.8% $36.22 +16.6%
8 BAI BLACKROCK ETF TRUST 176,473.0 $5.8M 1.88% +16K +10.0% $32.95 +50.8%
9 SPMO INVESCO EXCH TRADED FD TR II 49,789.0 $5.6M 1.80% +4K +8.7% $112.11 +37.2%
10 SHLD GLOBAL X FDS 76,467.0 $5.4M 1.75% +32K +70.1% $70.84 -16.9%
11 BNDX VANGUARD CHARLOTTE FDS 105,772.0 $5.1M 1.64% +20K +22.9% $48.05 +0.9%
12 BIV VANGUARD BD INDEX FDS 34,028.0 $2.6M 0.85% +2K +7.6% $77.18 -0.5%
13 IWB ISHARES TR 6,608.0 $2.4M 0.76% +122.0 +1.9% $356.56 +12.6%
14 AAPL APPLE INC Technology 9,069.0 $2.3M 0.74% +1K +14.1% $253.78 +15.5%
15 MUB ISHARES TR 18,175.0 $1.9M 0.62% +9K +108.8% $106.15 +1.2%
16 NVDA NVIDIA CORPORATION Technology 10,626.0 $1.9M 0.60% +966.0 +10.0% $174.40 +14.1%
17 SCMB SCHWAB STRATEGIC TR 65,287.0 $1.7M 0.54% +7K +11.4% $25.48 +1.2%
18 EMXC ISHARES INC 18,975.0 $1.5M 0.48% +4K +22.9% $78.66 +27.0%
19 ITOT ISHARES TR 7,429.0 $1.1M 0.34% +733.0 +10.9% $142.43 +13.1%
20 GOOGL ALPHABET INC Communication Services 3,057.0 $879K 0.28% +395.0 +14.8% $287.56 +20.1%
Page 1 of 2  ·  32 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.3%
Consumer Defensive 22.6%
Financial Services 19.8%
Consumer Cyclical 9.5%
Communication Services 8.7%
Energy 6.5%
Healthcare 3.6%
Industrials 2.7%
Basic Materials 1.4%