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Portfolio (Quarterly) Guide ↗

TSA Wealth Managment LLC

· CIK 0001963669
13F Portfolio $302M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IYW ISHARES TR 19,656.0 $3.9M 1.30% NEW $199.68 +22.2%
22 IVLU ISHARES TR 80,157.0 $3.0M 1.01% NEW $38.05 +10.1%
23 EFG ISHARES TR 26,569.0 $3.0M 1.00% NEW $113.92 +8.1%
24 SHLD GLOBAL X FDS 44,943.0 $2.9M 0.96% NEW $64.79 -10.2%
25 EMB ISHARES TR 29,621.0 $2.9M 0.94% NEW $96.28 +0.3%
26 BIV VANGUARD BD INDEX FDS 31,613.0 $2.5M 0.81% NEW $77.88 -1.3%
27 SYSB ISHARES TR 27,419.0 $2.5M 0.81% NEW $89.76 -0.9%
28 IWB ISHARES TR 6,486.0 $2.4M 0.80% NEW $373.44 +7.5%
29 GOVT ISHARES TR 95,245.0 $2.2M 0.73% NEW $23.02 -0.9%
30 AAPL APPLE INC Technology 7,950.0 $2.2M 0.72% NEW $271.87 +1.2%
31 KGS KODIAK GAS SVCS INC Energy 55,678.0 $2.1M 0.69% NEW $37.40 +97.8%
32 ICVT ISHARES TR 20,792.0 $2.0M 0.68% NEW $98.50 +22.9%
33 GNMA ISHARES TR 44,247.0 $2.0M 0.65% NEW $44.54 -0.3%
34 NVDA NVIDIA CORPORATION Technology 9,660.0 $1.8M 0.60% NEW $186.50 +5.0%
35 VTEB VANGUARD MUN BD FDS 32,360.0 $1.6M 0.54% NEW $50.29 +0.5%
36 SCMB SCHWAB STRATEGIC TR 58,600.0 $1.5M 0.50% NEW $25.76 +0.1%
37 TSLA TESLA INC Consumer Cyclical 3,038.0 $1.4M 0.45% NEW $449.72 -16.6%
38 IEV ISHARES TR 18,824.0 $1.3M 0.43% NEW $68.60 +5.2%
39 MSFT MICROSOFT CORP Technology 2,665.0 $1.3M 0.43% NEW $483.62 -27.0%
40 VGLT VANGUARD SCOTTSDALE FDS 21,085.0 $1.2M 0.39% NEW $55.80 -0.2%
Page 2 of 5  ·  89 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
Financial Services 27.6%
Technology 25.0%
Consumer Defensive 17.8%
Consumer Cyclical 9.2%
Energy 9.2%
Communication Services 7.5%
Healthcare 1.4%
Industrials 1.2%
Basic Materials 1.1%