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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 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEV ISHARES TR 16,224.0 $1.1M 0.36% -3K -13.8% $67.94 +5.0%
42 VGLT VANGUARD SCOTTSDALE FDS 19,381.0 $1.1M 0.35% -2K -8.1% $55.35 +0.6%
43 ITOT ISHARES TR 7,429.0 $1.1M 0.34% +733.0 +10.9% $142.43 +13.1%
44 TSLA TESLA INC Consumer Cyclical 2,703.0 $1.0M 0.33% -335.0 -11.0% $371.75 +1.0%
45 ESGU ISHARES TR 7,052.0 $997K 0.32% $141.42 +13.6%
46 MSFT MICROSOFT CORP Technology 2,621.0 $970K 0.31% -44.0 -1.6% $370.17 -1.3%
47 GOOGL ALPHABET INC Communication Services 3,057.0 $879K 0.28% +395.0 +14.8% $287.56 +20.1%
48 AMZN AMAZON COM INC Consumer Cyclical 4,182.0 $871K 0.28% +578.0 +16.0% $208.27 +12.5%
49 META META PLATFORMS INC Communication Services 1,495.0 $855K 0.28% +244.0 +19.5% $572.13 -2.5%
50 LMUB ISHARES TR 16,906.0 $844K 0.27% NEW $49.93 +2.3%
51 TLH ISHARES TR 7,246.0 $730K 0.24% -1K -15.0% $100.72 +0.4%
52 EEM ISHARES TR 12,407.0 $705K 0.23% -2K -13.8% $56.79 +18.4%
53 IGM ISHARES TR 5,647.0 $669K 0.22% -173.0 -3.0% $118.51 +32.6%
54 XOM EXXON MOBIL CORP Energy 3,681.0 $625K 0.20% $169.66 -19.3%
55 FMHI FIRST TR EXCH TRADED FD III 12,341.0 $587K 0.19% NEW $47.54 +2.2%
56 KGS KODIAK GAS SVCS INC Energy 9,377.0 $547K 0.18% -46K -83.2% $58.32 +21.1%
57 EMB ISHARES TR 5,457.0 $513K 0.17% -24K -81.6% $93.93 +2.8%
58 VV VANGUARD INDEX FDS 1,698.0 $507K 0.16% -291.0 -14.6% $298.85 +13.2%
59 BERKSHIRE HATHAWAY INC DEL 1,048.0 $502K 0.16% +128.0 +13.9% $479.20
60 VWOB VANGUARD WHITEHALL FDS 7,536.0 $495K 0.16% -2K -21.9% $65.69 +2.4%
Page 3 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%