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Portfolio (Quarterly) Guide ↗

TSA Wealth Managment LLC

· CIK 0001963669
13F Portfolio $354M AUM 119 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 38 Added 41 Reduced 9 Exited
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 573,623.0 $50.4M 14.26% +181K +46.1% $87.88 +3.1%
2 SCHZ SCHWAB STRATEGIC TR 1,023,367.0 $23.7M 6.69% +65K +6.8% $23.13 -1.5%
3 BLACKROCK ETF TRUST 495,071.0 $18.1M 5.12% +30K +6.5% $36.60
4 MBB ISHARES TR 107,043.0 $10.1M 2.86% +4K +3.7% $94.52 -1.4%
5 XTEN BONDBLOXX ETF TRUST 144,708.0 $6.6M 1.86% +27K +23.1% $45.58 -2.5%
6 KO COCA COLA CO Consumer Defensive 70,399.0 $5.7M 1.62% +647.0 +0.9% $81.27 +10.3%
7 BLCR BLACKROCK ETF TRUST 109,532.0 $5.5M 1.56% +3K +2.8% $50.37 -1.9%
8 EFG ISHARES TR 42,253.0 $5.3M 1.49% +20K +86.6% $124.42 +0.5%
9 BIV VANGUARD BD INDEX FDS 46,677.0 $3.6M 1.01% +13K +37.2% $76.70 -1.7%
10 IEF ISHARES TR 34,182.0 $3.2M 0.91% +29K +598.6% $94.57 -1.8%
11 AAPL APPLE INC Technology 10,769.0 $3.1M 0.88% +2K +18.8% $289.35 +10.5%
12 NVDA NVIDIA CORPORATION Technology 12,192.0 $2.4M 0.69% +2K +14.7% $200.09 +8.7%
13 SYSB ISHARES TR 25,599.0 $2.3M 0.64% +1K +6.0% $88.72 -1.6%
14 LMUB ISHARES TR 28,534.0 $1.5M 0.41% +12K +68.8% $51.22 -3.7%
15 TSLA TESLA INC Consumer Cyclical 3,304.0 $1.4M 0.39% +601.0 +22.2% $420.60 -17.1%
16 GOOGL ALPHABET INC Communication Services 3,879.0 $1.4M 0.39% +822.0 +26.9% $357.40 -3.0%
17 MSFT MICROSOFT CORP Technology 3,546.0 $1.3M 0.37% +925.0 +35.3% $373.02 +37.7%
18 XAR SPDR SERIES TRUST 4,393.0 $1.2M 0.35% +3K +178.2% $283.79 -7.8%
19 AMZN AMAZON COM INC Consumer Cyclical 4,769.0 $1.1M 0.32% +587.0 +14.0% $238.34 +11.8%
20 META META PLATFORMS INC Communication Services 1,726.0 $972K 0.28% +231.0 +15.4% $563.29 +2.6%
Page 1 of 2  ·  38 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 38.1%
Consumer Defensive 19.2%
Financial Services 12.9%
Consumer Cyclical 9.4%
Communication Services 6.6%
Energy 5.2%
Healthcare 4.5%
Industrials 2.9%
Basic Materials 1.2%