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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 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMGF ISHARES INC 19,994.0 $1.2M 0.38% NEW $57.85 +25.6%
42 EMXC ISHARES INC 15,442.0 $1.1M 0.37% NEW $72.68 +39.8%
43 JMOM J P MORGAN EXCHANGE TRADED F 16,355.0 $1.1M 0.37% NEW $68.15 +23.2%
44 ESGU ISHARES TR 7,052.0 $1.1M 0.35% NEW $148.98 +7.8%
45 ITOT ISHARES TR 6,696.0 $996K 0.33% NEW $148.69 +8.4%
46 MUB ISHARES TR 8,704.0 $932K 0.31% NEW $107.11 +0.4%
47 BNDW VANGUARD SCOTTSDALE FDS 13,207.0 $908K 0.30% NEW $68.74 -0.1%
48 TLH ISHARES TR 8,527.0 $867K 0.29% NEW $101.67 -0.6%
49 GOOGL ALPHABET INC Communication Services 2,662.0 $833K 0.28% NEW $312.96 +9.8%
50 AMZN AMAZON COM INC Consumer Cyclical 3,604.0 $832K 0.28% NEW $230.82 -1.7%
51 META META PLATFORMS INC Communication Services 1,251.0 $826K 0.27% NEW $660.09 -17.8%
52 EEM ISHARES TR 14,395.0 $788K 0.26% NEW $54.71 +24.2%
53 IGM ISHARES TR 5,820.0 $752K 0.25% NEW $129.16 +22.6%
54 VWOB VANGUARD WHITEHALL FDS 9,654.0 $651K 0.22% NEW $67.43 -0.2%
55 VV VANGUARD INDEX FDS 1,989.0 $626K 0.21% NEW $314.80 +7.5%
56 AVGO BROADCOM INC Technology 1,716.0 $594K 0.20% NEW $346.10 +9.5%
57 GULF IS FABRICATION INC 46,280.0 $554K 0.18% NEW $11.97
58 BERKSHIRE HATHAWAY INC DEL 920.0 $462K 0.15% NEW $502.65
59 AGG ISHARES TR 4,619.0 $461K 0.15% NEW $99.88 -0.6%
60 SPEM SPDR INDEX SHS FDS 9,648.0 $452K 0.15% NEW $46.81 +9.0%
Page 3 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%