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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 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 3,683.0 $443K 0.15% NEW $120.34 +14.3%
62 GOOG ALPHABET INC Communication Services 1,288.0 $404K 0.13% NEW $313.80 +9.0%
63 LLY ELI LILLY & CO Healthcare 360.0 $387K 0.13% NEW $1074.68 +5.1%
64 IFRA ISHARES TR 7,208.0 $379K 0.13% NEW $52.62 +21.8%
65 GBF ISHARES TR 3,609.0 $378K 0.12% NEW $104.70 -0.6%
66 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,263.0 $348K 0.12% NEW $275.39 +272.3%
67 TLT ISHARES TR 3,921.0 $342K 0.11% NEW $87.16 +0.2%
68 IEF ISHARES TR 3,493.0 $336K 0.11% NEW $96.16 -1.4%
69 USMV ISHARES TR 3,561.0 $335K 0.11% NEW $94.16 +0.7%
70 LQD ISHARES TR 2,977.0 $328K 0.11% NEW $110.19 -0.6%
71 CSV CARRIAGE SVCS INC Consumer Cyclical 7,607.0 $322K 0.11% NEW $42.30 -11.6%
72 MMM 3M CO Industrials 2,006.0 $321K 0.11% NEW $160.10 +4.9%
73 FCVT FIRST TR EXCHANGE-TRADED FD 7,095.0 $305K 0.10% NEW $43.03 +23.6%
74 LIN LINDE PLC Basic Materials 715.0 $305K 0.10% NEW $426.39 +22.5%
75 JPM JPMORGAN CHASE & CO. Financial Services 858.0 $276K 0.09% NEW $322.22 +4.0%
76 XAR SPDR SERIES TRUST 1,069.0 $258K 0.09% NEW $241.24 +13.1%
77 ISHARES TR 5,806.0 $254K 0.08% NEW $43.76
78 BLACKROCK ETF TRUST II 5,188.0 $253K 0.08% NEW $48.68
79 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 5,929.0 $252K 0.08% NEW $42.55 -6.7%
80 PLTR PALANTIR TECHNOLOGIES INC Technology 1,402.0 $249K 0.08% NEW $177.75 -39.7%
Page 4 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%