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Home > Institutional Investor > Tsa Wealth Managment Llc > Profile

Instuitional Investor - Tsa Wealth Managment Llc

Fund Profile
Filing Period:
Fund Name: Tsa Wealth Managment Llc
Portfolio Value $293,896,104
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 332,108 $26,017,341 8.85%
2.
Ishares Trust
 IEF 68,059 $22,652,758 7.71%
3.
Schwab Strategic Trust
 FNDF 923,494 $21,674,404 7.37%
4.
Blackrock Etf Trust
 332,115 $19,661,208 6.69%
5.
Ishares Trust
 VLUE 85,449 $16,619,831 5.66%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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