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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 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KO COCA COLA CO Consumer Defensive 69,752.0 $5.3M 1.71% $76.05 +5.7%
22 BNDX VANGUARD CHARLOTTE FDS 105,772.0 $5.1M 1.64% +20K +22.9% $48.05 +0.9%
23 BLCR BLACKROCK ETF TRUST 106,503.0 $4.4M 1.41% NEW $41.06 +20.7%
24 IAU ISHARES GOLD TR Financial Services 37,913.0 $3.3M 1.08% -38K -49.9% $88.16 -14.1%
25 IYW ISHARES TR 18,143.0 $3.3M 1.06% -2K -7.7% $181.42 +34.5%
26 IVLU ISHARES TR 75,876.0 $3.0M 0.97% -4K -5.3% $39.68 +5.5%
27 BIV VANGUARD BD INDEX FDS 34,028.0 $2.6M 0.85% +2K +7.6% $77.18 -0.4%
28 EFG ISHARES TR 22,642.0 $2.5M 0.81% -4K -14.8% $111.37 +10.5%
29 IWB ISHARES TR 6,608.0 $2.4M 0.76% +122.0 +1.9% $356.56 +12.6%
30 AAPL APPLE INC Technology 9,069.0 $2.3M 0.74% +1K +14.1% $253.78 +8.4%
31 SYSB ISHARES TR 24,145.0 $2.1M 0.69% -3K -11.9% $89.00 -0.1%
32 MUB ISHARES TR 18,175.0 $1.9M 0.62% +9K +108.8% $106.15 +1.3%
33 NVDA NVIDIA CORPORATION Technology 10,626.0 $1.9M 0.60% +966.0 +10.0% $174.40 +12.2%
34 GNMA ISHARES TR 39,565.0 $1.8M 0.57% -5K -10.6% $44.33 +0.2%
35 SCMB SCHWAB STRATEGIC TR 65,287.0 $1.7M 0.54% +7K +11.4% $25.48 +1.2%
36 VTEB VANGUARD MUN BD FDS 32,455.0 $1.6M 0.52% $49.89 +1.3%
37 ICVT ISHARES TR 15,719.0 $1.6M 0.52% -5K -24.4% $101.79 +18.9%
38 EMXC ISHARES INC 18,975.0 $1.5M 0.48% +4K +22.9% $78.66 +29.2%
39 EMGF ISHARES INC 18,836.0 $1.1M 0.37% -1K -5.8% $60.43 +20.3%
40 JMOM J P MORGAN EXCHANGE TRADED F 16,359.0 $1.1M 0.36% $67.92 +23.6%
Page 2 of 6  ·  105 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%