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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 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 3,304.0 $1.4M 0.39% +601.0 +22.2% $420.60 -17.1%
42 GOOGL ALPHABET INC Communication Services 3,879.0 $1.4M 0.39% +822.0 +26.9% $357.40 -3.0%
43 EMGF ISHARES INC 18,856.0 $1.4M 0.39% $73.26 -1.7%
44 MSFT MICROSOFT CORP Technology 3,546.0 $1.3M 0.37% +925.0 +35.3% $373.02 +37.7%
45 XAR SPDR SERIES TRUST 4,393.0 $1.2M 0.35% +3K +178.2% $283.79 -7.8%
46 ICVT ISHARES TR 9,941.0 $1.2M 0.34% -6K -36.8% $121.74 -6.2%
47 ITOT ISHARES TR 7,194.0 $1.2M 0.33% -235.0 -3.2% $164.27 +2.6%
48 ESGU ISHARES TR 7,052.0 $1.2M 0.33% $163.67 +3.1%
49 AMZN AMAZON COM INC Consumer Cyclical 4,769.0 $1.1M 0.32% +587.0 +14.0% $238.34 +11.8%
50 MUB ISHARES TR 10,471.0 $1.1M 0.32% -8K -42.4% $107.62 -2.2%
51 IEV ISHARES TR 15,402.0 $1.1M 0.32% -822.0 -5.1% $72.85 +3.3%
52 JMOM J P MORGAN EXCHANGE TRADED F 12,714.0 $1.1M 0.31% -4K -22.3% $85.46 -3.4%
53 META META PLATFORMS INC Communication Services 1,726.0 $972K 0.28% +231.0 +15.4% $563.29 +2.6%
54 IGM ISHARES TR 5,478.0 $896K 0.25% -169.0 -3.0% $163.58 -1.6%
55 EEM ISHARES TR 12,391.0 $848K 0.24% $68.41 -1.9%
56 LRCX LAM RESEARCH CORP Technology 1,921.0 $832K 0.23% +475.0 +32.9% $433.33 -30.3%
57 AMD ADVANCED MICRO DEVICES INC Technology 1,281.0 $744K 0.21% NEW $580.91 -19.9%
58 AMAT APPLIED MATLS INC Technology 1,013.0 $732K 0.21% +331.0 +48.5% $723.00 -36.1%
59 MU MICRON TECHNOLOGY INC Technology 627.0 $724K 0.20% NEW $1154.29 -19.2%
60 KGS KODIAK GAS SVCS INC Energy 9,377.0 $704K 0.20% $75.13 -23.2%
Page 3 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%