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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 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 661.0 $704K 0.20% +64.0 +10.7% $1064.90 -24.9%
62 XOM EXXON MOBIL CORP Energy 4,797.0 $656K 0.18% +1K +30.3% $136.72 +14.6%
63 BERKSHIRE HATHAWAY INC DEL 1,264.0 $632K 0.18% +216.0 +20.6% $500.39
64 LLY ELI LILLY & CO Healthcare 515.0 $618K 0.17% +48.0 +10.3% $1199.43 -2.2%
65 AVGO BROADCOM INC Technology 1,534.0 $579K 0.16% +186.0 +13.8% $377.75 -2.4%
66 KLAC KLA CORP Technology 1,810.0 $546K 0.15% NEW $301.71 -41.8%
67 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 533.0 $514K 0.14% -100.0 -15.8% $965.00 -14.0%
68 SPEM SPDR INDEX SHS FDS 9,648.0 $500K 0.14% $51.78 +1.9%
69 VWOB VANGUARD WHITEHALL FDS 7,425.0 $499K 0.14% -111.0 -1.5% $67.24 -1.8%
70 AGG ISHARES TR 4,641.0 $459K 0.13% +47.0 +1.0% $98.98 -1.5%
71 GOOG ALPHABET INC 1,288.0 $455K 0.13% $353.33
72 BNDW VANGUARD SCOTTSDALE FDS 6,496.0 $445K 0.13% NEW $68.53 -1.6%
73 EMB ISHARES TR 4,480.0 $432K 0.12% -977.0 -17.9% $96.44 -1.6%
74 LIN LINDE PLC Basic Materials 813.0 $422K 0.12% +41.0 +5.3% $518.94 -5.7%
75 V VISA INC Financial Services 1,221.0 $419K 0.12% +320.0 +35.5% $343.09 +11.2%
76 WMT WALMART INC Consumer Defensive 3,612.0 $409K 0.12% +63.0 +1.8% $113.26 -9.0%
77 IWL ISHARES TR 2,196.0 $406K 0.12% +33.0 +1.5% $184.95 +3.1%
78 IFRA ISHARES TR 6,414.0 $404K 0.11% -178.0 -2.7% $63.04 -6.1%
79 JNJ JOHNSON & JOHNSON Healthcare 1,511.0 $384K 0.11% +322.0 +27.1% $253.97 +5.5%
80 VGLT VANGUARD SCOTTSDALE FDS 6,585.0 $363K 0.10% -13K -66.0% $55.18 -3.6%
Page 4 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%