account_balance

Investment manager · 13F filer · SEC CIK 1963669

TSA Wealth Managment LLC

Reported value$356Mas of Sep 30, 2026
Positions124 13 new, 8 sold out
Top 10 weight54.2%SPYM alone is 14%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 14.4% Held
SCHZ Schwab Strategic Tr 7.0% Added +11%
DYNF BlackRock ETF Trust 5.5% Held
CORO BlackRock ETF Trust 5.0% Held
IVV iShares Tr 4.5% Held
OEF iShares Tr 4.3% Trimmed −4%
IUSB iShares Tr 3.9% Added +34%
GOVT iShares Tr 3.5% Added +28%
IVW iShares Tr 3.4% Held
IVE iShares Tr 2.5% Trimmed −9%
IEMG iShares Inc 2.1% Added +4%
BLCR BlackRock ETF Trust 2.1% Added +37%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • IEFA $7.27M
  • MBBA $3.09M
  • STPZ $525K
  • PLTR $365K
arrow_upwardAdded
  • MUB +177%
  • BNDW +99%
  • AGG +70%
  • BLCR +37%
arrow_downwardTrimmed
  • SPMO −76%
  • MBB −76%
  • IEF −54%
  • EFG −47%
remove_circleSold out
  • LMUB $1.46M
  • AGGM $333K
  • GLW $239K
  • BRBR $236K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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