TSA Wealth Managment LLC - Portfolio overview

TSA Wealth Managment LLC has 115 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 8.83%
2. SPLG - SPDR SERIES TRUST, 7.64%
3. SCHZ - SCHWAB STRATEGIC TR, 6.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.