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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 $273,738,172
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 336,092 $24,430,527 8.92%
2.
Schwab Strategic Trust
 FNDF 976,395 $22,691,420 8.29%
3.
Ishares Tr - MSCI USA QLT FCT
 92,271 $16,868,984 6.16%
4.
Ishares Trust
 IEF 53,043 $16,143,637 5.9%
5.
Blackrock Etf Trust
 282,255 $15,371,607 5.62%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)