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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 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IALT BLACKROCK ETF TRUST 185,845.0 $5.2M 1.47% NEW $28.05 +3.2%
22 EFV ISHARES TR 61,830.0 $4.7M 1.34% -62K -50.1% $76.55 +6.8%
23 BNDX VANGUARD CHARLOTTE FDS 96,936.0 $4.7M 1.33% -9K -8.3% $48.43 -1.7%
24 SHLD GLOBAL X FDS 74,550.0 $4.5M 1.26% -2K -2.5% $59.71 +10.9%
25 BINC BLACKROCK ETF TRUST II 79,358.0 $4.2M 1.18% -37K -31.9% $52.34 -0.7%
26 IYW ISHARES TR 16,376.0 $4.1M 1.17% -2K -9.7% $252.23 -0.4%
27 BIV VANGUARD BD INDEX FDS 46,677.0 $3.6M 1.01% +13K +37.2% $76.70 -1.7%
28 IEF ISHARES TR 34,182.0 $3.2M 0.91% +29K +598.6% $94.57 -1.8%
29 AAPL APPLE INC Technology 10,769.0 $3.1M 0.88% +2K +18.8% $289.35 +10.5%
30 IVLU ISHARES TR 73,838.0 $3.1M 0.87% -2K -2.7% $41.82 +5.8%
31 IAU ISHARES GOLD TR Financial Services 35,739.0 $2.7M 0.76% -2K -5.7% $75.51 +11.0%
32 IWB ISHARES TR 6,552.0 $2.7M 0.76% -56.0 -0.8% $409.50 +2.8%
33 NVDA NVIDIA CORPORATION Technology 12,192.0 $2.4M 0.69% +2K +14.7% $200.09 +8.7%
34 SYSB ISHARES TR 25,599.0 $2.3M 0.64% +1K +6.0% $88.72 -1.6%
35 VTIP VANGUARD MALVERN FDS 41,191.0 $2.1M 0.58% NEW $50.23 -1.2%
36 EMXC ISHARES INC 18,292.0 $1.9M 0.53% -683.0 -3.6% $102.30 -4.1%
37 GNMA ISHARES TR 39,597.0 $1.8M 0.49% $44.23 -1.4%
38 VTEB VANGUARD MUN BD FDS 32,489.0 $1.6M 0.47% $50.58 -2.3%
39 SCMB SCHWAB STRATEGIC TR 62,130.0 $1.6M 0.45% -3K -4.8% $25.82 -2.5%
40 LMUB ISHARES TR 28,534.0 $1.5M 0.41% +12K +68.8% $51.22 -3.7%
Page 2 of 6  ·  119 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%