Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TSA Wealth Managment LLC (CIK 1963669) reported $309.4M across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($30.0M, 9.71%), SCHZ ($22.2M, 7.19%), DYNF ($16.9M, 5.47%), CORO ($15.0M, 4.83%), IVV ($13.9M, 4.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $30.0M | 9.71% | 392,549 | Added |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $22.2M | 7.19% | 957,984 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $16.9M | 5.47% | 290,968 | Trimmed |
| 4 | CORO | BLACKROCK ETF TRUST | $15.0M | 4.83% | 464,965 | New |
| 5 | IVV | ISHARES TR | $13.9M | 4.50% | 21,322 | Trimmed |
| 6 | OEF | ISHARES TR | $13.2M | 4.27% | 41,578 | Trimmed |
| 7 | IVE | ISHARES TR | $12.1M | 3.90% | 57,163 | Trimmed |
| 8 | IUSB | ISHARES TR | $11.5M | 3.73% | 249,885 | Added |
| 9 | GOVT | ISHARES TR | $11.3M | 3.66% | 494,332 | Added |
| 10 | IVW | ISHARES TR | $10.5M | 3.39% | 92,695 | Added |
| 11 | QUAL | ISHARES TR | $10.5M | 3.39% | 54,738 | Trimmed |
| 12 | MBB | ISHARES TR | $9.8M | 3.17% | 103,238 | Added |
| 13 | EFV | ISHARES TR | $9.2M | 2.98% | 123,893 | Trimmed |
| 14 | IEMG | ISHARES INC | $8.8M | 2.84% | 126,189 | Trimmed |
| 15 | THRO | BLACKROCK ETF TRUST | $6.4M | 2.07% | 176,770 | Added |
| 16 | BINC | BLACKROCK ETF TRUST II | $6.1M | 1.96% | 116,602 | Trimmed |
| 17 | BAI | BLACKROCK ETF TRUST | $5.8M | 1.88% | 176,473 | Added |
| 18 | SPMO | INVESCO EXCH TRADED FD TR II | $5.6M | 1.80% | 49,789 | Added |
| 19 | SHLD | GLOBAL X FDS | $5.4M | 1.75% | 76,467 | Added |
| 20 | XTEN | BONDBLOXX ETF TRUST | $5.4M | 1.74% | 117,602 | Trimmed |
| 21 | KO | COCA COLA CO | $5.3M | 1.71% | 69,752 | Trimmed |
| 22 | BNDX | VANGUARD CHARLOTTE FDS | $5.1M | 1.64% | 105,772 | Added |
| 23 | BLCR | BLACKROCK ETF TRUST | $4.4M | 1.41% | 106,503 | New |
| 24 | IAU | ISHARES GOLD TR | $3.3M | 1.08% | 37,913 | Trimmed |
| 25 | IYW | ISHARES TR | $3.3M | 1.06% | 18,143 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31