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Portfolio (Quarterly) Guide ↗

TSA Wealth Managment LLC

· CIK 0001963669
13F Portfolio $309M AUM 105 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 32 Added 39 Reduced 4 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 2,621.0 $970K 0.31% -44.0 -1.6% $370.17 -1.3%
22 TLH ISHARES TR 7,246.0 $730K 0.24% -1K -15.0% $100.72 +0.4%
23 EEM ISHARES TR 12,407.0 $705K 0.23% -2K -13.8% $56.79 +18.4%
24 IGM ISHARES TR 5,647.0 $669K 0.22% -173.0 -3.0% $118.51 +32.6%
25 KGS KODIAK GAS SVCS INC Energy 9,377.0 $547K 0.18% -46K -83.2% $58.32 +21.1%
26 EMB ISHARES TR 5,457.0 $513K 0.17% -24K -81.6% $93.93 +2.8%
27 VV VANGUARD INDEX FDS 1,698.0 $507K 0.16% -291.0 -14.6% $298.85 +13.2%
28 VWOB VANGUARD WHITEHALL FDS 7,536.0 $495K 0.16% -2K -21.9% $65.69 +2.4%
29 AGG ISHARES TR 4,594.0 $456K 0.15% -25.0 -0.5% $99.27 -0.1%
30 AVGO BROADCOM INC Technology 1,348.0 $417K 0.14% -368.0 -21.4% $309.51 +23.4%
31 IFRA ISHARES TR 6,592.0 $377K 0.12% -616.0 -8.6% $57.20 +10.0%
32 GBF ISHARES TR 3,516.0 $366K 0.12% -93.0 -2.6% $104.17 -0.2%
33 LQD ISHARES TR 2,936.0 $320K 0.10% -41.0 -1.4% $108.99 +0.4%
34 ISHARES TR 5,697.0 $249K 0.08% -109.0 -1.9% $43.70
35 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 633.0 $248K 0.08% -630.0 -49.9% $391.76 +153.5%
36 JPM JPMORGAN CHASE & CO Financial Services 816.0 $240K 0.08% -42.0 -4.9% $294.16 +13.4%
37 ILCV ISHARES TR 2,511.0 $234K 0.08% -74.0 -2.9% $93.14 +8.0%
38 TLT ISHARES TR 2,697.0 $234K 0.08% -1K -31.2% $86.69 +0.8%
39 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 4,402.0 $203K 0.07% -2K -25.8% $46.19 -14.9%
Page 2 of 2  ·  39 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 25.3%
Consumer Defensive 22.6%
Financial Services 19.8%
Consumer Cyclical 9.5%
Communication Services 8.7%
Energy 6.5%
Healthcare 3.6%
Industrials 2.7%
Basic Materials 1.4%