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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 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPY STATE STR SPDR S&P 500 ETF T Financial Services 323.0 $210K 0.07% $650.34 +12.8%
102 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 4,402.0 $203K 0.07% -2K -25.8% $46.19 -14.9%
103 BAC BANK AMERICA CORP Financial Services 4,153.0 $202K 0.07% $48.75 +18.4%
104 FRONTVIEW REIT INC 12,020.0 $186K 0.06% NEW $15.47
105 CLSK CLEANSPARK INC Technology 16,830.0 $143K 0.05% $8.51 +90.7%
Page 6 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%