Tsa Wealth Managment LLC Portfolio Holdings

Tsa Wealth Managment LLC

  • $294 Billion
  • Q3 2025

Tsa Wealth Managment LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $294 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $26B, Ishares S&P 100 ETF with a value of $22.7B, Schwab Us Aggregate Bond ETF with a value of $21.7B, Blackrock ETF Tr U S Equity Fa with a value of $19.7B, and Ishares Msci Usa Quality Facto with a value of $16.6B.

Examining the 13F form we can see an increase of $20.2B in the current position value, from $274B to 294B.

Tsa Wealth Managment LLC is based out at Houston, TX

Below you can find more details about Tsa Wealth Managment LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Billion
ETFs: $245 Billion
Technology: $5.69 Billion
Consumer Defensive: $4.56 Billion
Consumer Cyclical: $2.05 Billion
Communication Services: $1.46 Billion
Financial Services: $1.04 Billion
Energy: $547 Million
Industrials: $293 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $294 Billion
  • Prior Value $274 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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