TSA Wealth Managment LLC
Sector Allocation
- Other88.3%$314.6M
- Technology5.4%$19.1M
- Consumer Staples2.0%$7.0M
- Financials1.8%$6.5M
- Consumer Discretionary0.9%$3.1M
- Healthcare0.6%$2.2M
- Energy0.6%$2.2M
- Industrials0.2%$665,400
- Materials0.2%$611,341
- Communication Services0.1%$274,280
AUM History
13fpro.ai/research/fund/tsa-wealth-managment-llc-1963669
Conviction and streaks
Concentrating · top 10 = 54.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$51.4M
- SCHWAB$25.1M
- BLACKROCK$19.8M
- BLACKROCK$17.8M
- ISHARES$16.2M
- ISHARES$15.3M
- ISHARES$14.1M
- ISHARES$12.4M
- ISHARES$12.2M
- ISHARES$8.9M
- ISHARES$7.4M
- BLACKROCK$7.3M
- ISHARES$7.3M
- BLACKROCK$6.2M
KO
$6.1M- BLACKROCK$6.1M
- BLACKROCK$5.8M
- BONDBLOXX$5.4M
- VANGUARD$5.4M
- ISHARES$5.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/tsa-wealth-managment-llc-1963669
TSA Wealth Managment LLC 13F holdings — Q3 2026
$356.3M portfolio (+0.8% QoQ) · 124 holdings · Q3 2026 13F · top 10 are 54% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P500ETF
$51.4M
14.4% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - US AGGREGATE B
$25.1M
7.0% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
BLACKROCK ETF TRUST - ISHARES US EQUIT
$19.8M
5.5% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
BLACKROCK ETF TRUST - ISHA IN CTRY ETF
$17.8M
5.0% of stocks
-1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE S&P500 ETF
$16.2M
4.5% of stocks
-1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - S&P 100 ETF
$15.3M
4.3% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE UNIVRSL USD
$14.1M
4.0% of stocks
+34%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - US TREAS BD ETF
$12.4M
3.5% of stocks
+28%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - S&P 500 GRWT ETF
$12.2M
3.4% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - S&P 500 VAL ETF
$8.9M
2.5% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500ETF | $51.4M | 14.4% | -0.2% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - US AGGREGATE B | $25.1M | 7.0% | +11% | — | — | — | — | |
| 3 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $19.8M | 5.5% | -0.9% | — | — | — | — | |
| 4 | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $17.8M | 5.0% | -1.0% | — | — | — | — | |
| 5 | ISHARES TR - CORE S&P500 ETF | $16.2M | 4.5% | -1.0% | — | — | — | — | |
| 6 | ISHARES TR - S&P 100 ETF | $15.3M | 4.3% | -4% | — | — | — | — | |
| 7 | ISHARES TR - CORE UNIVRSL USD | $14.1M | 4.0% | +34% | — | — | — | — | |
| 8 | ISHARES TR - US TREAS BD ETF | $12.4M | 3.5% | +28% | — | — | — | — | |
| 9 | ISHARES TR - S&P 500 GRWT ETF | $12.2M | 3.4% | +0.1% | — | — | — | — | |
| 10 | ISHARES TR - S&P 500 VAL ETF | $8.9M | 2.5% | -9% | — | — | — | — |
All holdings — TSA Wealth Managment LLC (Q3 2026)
124 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $7.4M | 2.1% | 91K | +4% | — | — | 13F |
| 12 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETFetf/fund | — | $7.3M | 2.1% | 150K | +37% | — | — | 13F |
| 13 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $7.3M | 2.0% | 75K | New | — | — | 13F |
| 14 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETFetf/fund | — | $6.2M | 1.7% | 206K | +11% | — | — | 13F |
| 15 | COCA COLA CO | Consumer Staples | $6.1M | 1.7% | 71K | +0.5% | 11+ qtrs | 70.4 | 13F | |
| 16 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund | — | $6.1M | 1.7% | 129K | -13% | — | — | 13F |
| 17 | — | BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund | — | $5.8M | 1.6% | 132K | -2% | — | — | 13F |
| 18 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YRetf/fund | — | $5.4M | 1.5% | 128K | -11% | — | — | 13F |
| 19 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFetf/fund | — | $5.4M | 1.5% | 116K | +19% | — | — | 13F |
| 20 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $5.4M | 1.5% | 24K | -3% | — | — | 13F |
| 21 | — | ISHARES TR - EAFE VALUE ETFetf/fund | — | $4.7M | 1.3% | 59K | -4% | — | — | 13F |
| 22 | — | ISHARES TR - U.S. TECH ETFetf/fund | — | $4.4M | 1.2% | 17K | +0.8% | — | — | 13F |
| 23 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $4.1M | 1.2% | 69K | -8% | — | — | 13F |
| 24 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETFetf/fund | — | $3.8M | 1.1% | 74K | -7% | — | — | 13F |
| 25 | Apple Inc. | Technology | $3.7M | 1.1% | 11K | +4% | 11+ qtrsAdded 7 qtrs in a row | 75.7 | 13F | |
| 26 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $3.7M | 1.0% | 50K | +7% | |||
| 27 | $NVDA | NVIDIA CORP | Technology | $3.2M | 0.9% | 14K | +14% | |||
| 28 | — | BLACKROCK ETF TRUST II - ISHAR BACKE ETF | — | $3.1M | 0.9% | 66K | New | |||
| 29 | — | ISHARES TR - MSCI INTL VLU FT | — | $3.1M | 0.9% | 72K | -3% | |||
| 30 | — | ISHARES TR - NATIONAL MUN ETF | — | $2.9M | 0.8% | 29K | +177% | |||
| 31 | — | ISHARES TR - EAFE GRWTH ETF | — | $2.7M | 0.8% | 22K | -47% | |||
| 32 | $IAU | ISHARES GOLD TRUST | Financials | $2.6M | 0.7% | 34K | -6% | |||
| 33 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $2.4M | 0.7% | 49K | +20% | |||
| 34 | — | ISHARES TR - MBS ETF | — | $2.3M | 0.7% | 26K | -76% | |||
| 35 | — | ISHARES TR - SYSTEMATIC BD ET | — | $2.3M | 0.6% | 27K | +6% | |||
| 36 | — | ISHARES TR - RUS 1000 ETF | — | $2.3M | 0.6% | 5,435 | -17% | |||
| 37 | $MSFT | MICROSOFT CORP | Technology | $2.2M | 0.6% | 4,276 | +21% | |||
| 38 | — | ISHARES INC - MSCI EMRG CHN | — | $1.8M | 0.5% | 18K | — | |||
| 39 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $1.7M | 0.5% | 35K | +8% | |||
| 40 | $GOOGL | Alphabet Inc. | Technology | $1.5M | 0.4% | 4,441 | +14% | |||
| 41 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.4% | 9,547 | -76% | |||
| 42 | — | ISHARES TR - 7-10 YR TRSY BD | — | $1.4M | 0.4% | 16K | -54% | |||
| 43 | $META | Meta Platforms, Inc. | Technology | $1.4M | 0.4% | 1,865 | +8% | |||
| 44 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.3M | 0.4% | 5,390 | +13% | |||
| 45 | — | ISHARES INC - EMNG MKTS EQT | — | $1.3M | 0.4% | 19K | -0.7% | |||
| 46 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.3% | 3,403 | +3% | |||
| 47 | — | ISHARES TR - GNMA BOND ETF | — | $1.2M | 0.3% | 28K | -29% | |||
| 48 | — | ISHARES TR - CONV BD ETF | — | $1.2M | 0.3% | 10K | +4% | |||
| 49 | — | ISHARES TR - ESG AWR MSCI USA | — | $1.2M | 0.3% | 6,988 | -0.9% | |||
| 50 | — | ISHARES TR - CORE S&P TTL STK | — | $1.1M | 0.3% | 6,596 | -8% | |||
| 51 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | — | $1.1M | 0.3% | 13K | +2% | |||
| 52 | — | ISHARES TR - EUROPE ETF | — | $933K | 0.3% | 13K | -15% | |||
| 53 | — | ISHARES TR - EXPND TEC SC ETF | — | $926K | 0.3% | 5,478 | — | |||
| 54 | — | VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF | — | $853K | 0.2% | 13K | +99% | |||
| 55 | — | SCHWAB STRATEGIC TR - MUN BD ETF | — | $840K | 0.2% | 35K | -44% | |||
| 56 | — | ISHARES TR - MSCI EMG MKT ETF | — | $826K | 0.2% | 12K | -0.2% | |||
| 57 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $799K | 0.2% | 1,306 | +2% | |||
| 58 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $793K | 0.2% | 4,875 | +2% | |||
| 59 | — | ISHARES TR - CORE US AGGBD ET | — | $745K | 0.2% | 7,884 | +70% | |||
| 60 | $AVGO | Broadcom Inc. | Technology | $702K | 0.2% | 1,998 | +30% | |||
| 61 | $MU | MICRON TECHNOLOGY INC | Technology | $698K | 0.2% | 655 | +4% | |||
| 62 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $695K | 0.2% | 1,396 | +10% | |||
| 63 | $LLY | ELI LILLY & Co | Healthcare | $669K | 0.2% | 578 | +12% | |||
| 64 | $LRCX | LAM RESEARCH CORP | Technology | $633K | 0.2% | 1,928 | +0.4% | |||
| 65 | $CAT | CATERPILLAR INC | Industrials | $565K | 0.2% | 697 | +5% | |||
| 66 | — | PIMCO ETF TR - 1-5 US TIP IDX | — | $525K | 0.1% | 10K | New | |||
| 67 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $515K | 0.1% | 1,007 | -0.6% | |||
| 68 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $499K | 0.1% | 9,648 | — | |||
| 69 | $KGS | Kodiak Gas Services, Inc. | Energy | $497K | 0.1% | 9,377 | — | |||
| 70 | $STX | Seagate Technology Holdings plc | Technology | $492K | 0.1% | 533 | — | |||
| 71 | $V | VISA INC. | Financials | $485K | 0.1% | 1,350 | +11% | |||
| 72 | $JNJ | JOHNSON & JOHNSON | Healthcare | $444K | 0.1% | 1,678 | +11% | |||
| 73 | $GOOG | Alphabet Inc. | Technology | $439K | 0.1% | 1,288 | — | |||
| 74 | $WMT | Walmart Inc. | Consumer Staples | $388K | 0.1% | 3,729 | +3% | |||
| 75 | $SNPS | SYNOPSYS INC | Technology | $385K | 0.1% | 6,099 | -18% | |||
| 76 | $LIN | LINDE PLC | Materials | $384K | 0.1% | 810 | -0.4% | |||
| 77 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | — | $375K | 0.1% | 7,475 | +14% | |||
| 78 | $PLTR | Palantir Technologies Inc. | Technology | $365K | 0.1% | 1,952 | New | |||
| 79 | $KLAC | KLA CORP | Technology | $354K | 0.1% | 1,816 | +0.3% | |||
| 80 | — | ISHARES TR - INTRM GOV CR ETF | — | $354K | 0.1% | 3,433 | +28% | |||
| 81 | — | ISHARES TR - US INFRASTRUC | — | $353K | 0.1% | 6,410 | -0.1% | |||
| 82 | $JPM | JPMORGAN CHASE & CO | Financials | $341K | 0.1% | 1,030 | +21% | |||
| 83 | $INTC | INTEL CORP | Technology | $338K | 0.1% | 2,809 | +27% | |||
| 84 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $335K | 0.1% | 952 | — | |||
| 85 | $MMM | 3M CO | Healthcare | $329K | 0.1% | 2,006 | — | |||
| 86 | $MRK | Merck & Co., Inc. | Healthcare | $319K | 0.1% | 2,198 | — | |||
| 87 | $CVX | CHEVRON CORP | Energy | $319K | 0.1% | 1,564 | +0.6% | |||
| 88 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $317K | 0.1% | 1,058 | — | |||
| 89 | — | ISHARES TR - JPMORGAN USD EMG | — | $315K | 0.1% | 3,468 | -23% | |||
| 90 | — | ISHARES TR - MSCI USA MIN ETF | — | $312K | 0.1% | 3,198 | -7% | |||
| 91 | — | FIRST TR EXCHANGE-TRADED FD - SSI STRG ETF | — | $311K | 0.1% | 6,341 | +0.5% | |||
| 92 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $307K | 0.1% | 1,980 | — | |||
| 93 | — | ISHARES TR - RUS TOP 200 ETF | — | $305K | 0.1% | 1,603 | -27% | |||
| 94 | — | ISHARES TR - CORE MSCI TOTAL | — | $305K | 0.1% | 3,209 | New | |||
| 95 | $ARCC | ARES CAPITAL CORP | Other | $302K | 0.1% | 16K | — | |||
| 96 | $MRVL | Marvell Technology, Inc. | Technology | $287K | 0.1% | 1,088 | +2% | |||
| 97 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $286K | 0.1% | 1,236 | -72% | |||
| 98 | $TXN | TEXAS INSTRUMENTS INC | Technology | $283K | 0.1% | 1,010 | +8% | |||
| 99 | $ANET | Arista Networks, Inc. | Technology | $283K | 0.1% | 1,388 | +6% | |||
| 100 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $278K | 0.1% | 2,104 | -2% | |||
| 101 | — | ISHARES TR - IBOXX INV CP ETF | — | $277K | 0.1% | 2,711 | -2% | |||
| 102 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $277K | 0.1% | 1,905 | +18% | |||
| 103 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $275K | 0.1% | 302 | +12% | |||
| 104 | $T | AT&T INC. | Communication Services | $274K | 0.1% | 11K | New | |||
| 105 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $273K | 0.1% | 1,394 | — | |||
| 106 | $MA | Mastercard Inc | Financials | $264K | 0.1% | 479 | -2% | |||
| 107 | $CSCO | CISCO SYSTEMS, INC. | Technology | $262K | 0.1% | 2,432 | +5% | |||
| 108 | $ABBV | AbbVie Inc. | Healthcare | $246K | 0.1% | 942 | +2% | |||
| 109 | $CSV | CARRIAGE SERVICES INC | Consumer Discretionary | $237K | 0.1% | 7,607 | — | |||
| 110 | — | ISHARES TR - IBOXX HI YD ETF | — | $237K | 0.1% | 3,068 | New | |||
| 111 | $SPY | SPDR S&P 500 ETF TRUST | — | $236K | 0.1% | 309 | — | |||
| 112 | — | ISHARES TR - MORNINGSTAR VALU | — | $235K | 0.1% | 2,233 | +1% | |||
| 113 | $AMGN | AMGEN INC | Healthcare | $228K | 0.1% | 542 | New | |||
| 114 | $NEM | NEWMONT Corp /DE/ | Materials | $227K | 0.1% | 1,967 | New | |||
| 115 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $226K | 0.1% | 4,153 | — | |||
| 116 | $GS | GOLDMAN SACHS GROUP INC | Financials | $223K | 0.1% | 248 | +20% | |||
| 117 | $CLSK | CLEANSPARK, INC. | Financials | $218K | 0.1% | 17K | — | |||
| 118 | $USAC | USA Compression Partners, LP | Energy | $216K | 0.1% | 8,689 | — | |||
| 119 | $COP | CONOCOPHILLIPS | Energy | $207K | 0.1% | 1,657 | New | |||
| 120 | $VLO | VALERO ENERGY CORP/TX | Energy | $202K | 0.1% | 521 | New | |||
| 121 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $201K | 0.1% | 777 | New | |||
| 122 | $VRRM | VERRA MOBILITY Corp | Industrials | $100K | 0.0% | 32K | — | |||
| 123 | $EVH | Evolent Health, Inc. | Technology | $49K | 0.0% | 14K | -4% | |||
| 124 | $GTM | ZoomInfo Technologies Inc. | Technology | $45K | 0.0% | 12K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 13 new, 53 added to, 39 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- ISHARES TR - CORE MSCI EAFE$7.3M
first bought this quarter
- BLACKROCK ETF TRUST II - ISHAR BACKE ETF$3.1M
first bought this quarter
- PIMCO ETF TR - 1-5 US TIP IDX$525K
first bought this quarter
$PLTRPalantir Technologies Inc.$365K
first bought this quarter
- ISHARES TR - CORE MSCI TOTAL$305K
first bought this quarter
$TAT&T INC.$274K
first bought this quarter
+7 more in the Excel export
Added to (53)
- ISHARES TR - CORE UNIVRSL USD+34%
now $14.1M
- ISHARES TR - US TREAS BD ETF+28%
now $12.4M
- SCHWAB STRATEGIC TR - US AGGREGATE B+11%
now $25.1M
- BLACKROCK ETF TRUST - ISHA LA CORE ETF+37%
now $7.3M
- ISHARES TR - NATIONAL MUN ETF+177%
now $2.9M
- VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF+19%
now $5.4M
+47 more in the Excel export
Trimmed (39)
- ISHARES TR - MBS ETF-76%
now $2.3M
$IVZInvesco Ltd.-76%
now $1.4M · held 8 qtrs, 2 trims in a row
- ISHARES TR - EAFE GRWTH ETF-47%
now $2.7M
- ISHARES TR - 7-10 YR TRSY BD-54%
now $1.4M
- BLACKROCK ETF TRUST - ISHA I IN TE ETF-13%
now $6.1M
- ISHARES TR - S&P 500 VAL ETF-9%
now $8.9M
+33 more in the Excel export
Holdings by quarter
Every 13F TSA Wealth Managment LLC has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow TSA Wealth Managment?
Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of TSA Wealth Managment's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.6%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 36% over the last 4
Top 10 weight
54%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
76%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
TSA Wealth Managment LLC disclosed 124 positions worth $356.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 13 new positions and exited 8. The portfolio is most concentrated in Other (88.3% of disclosed assets). All figures are sourced directly from TSA Wealth Managment LLC’s Form 13F-HR filing with the SEC under CIK 1963669.
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AI-Powered Hedge Fund Analysis: TSA Wealth Managment LLC
13F Pro is an AI hedge fund tracker and stock research platform. For TSA Wealth Managment LLC (SEC CIK: 1963669), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in TSA Wealth Managment LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.