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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 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXF VANGUARD INDEX FDS 826.0 $203K 0.06% NEW $246.21 -1.6%
22 VRRM VERRA MOBILITY CORP Technology 32,348.0 $137K 0.04% NEW $4.25 +3.3%
23 EVH EVOLENT HEALTH INC Healthcare 14,686.0 $80K 0.02% NEW $5.42 -15.1%
Page 2 of 2  ·  23 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%