TSA Wealth Managment LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 353,586
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 119 | 353,586 | 13F-HR | TSA Wealth Managment LLC |
| Q1 2026 | 5/1/2026 | 105 | 309,449 | 13F-HR | TSA Wealth Managment LLC |
| Q4 2025 | 1/22/2026 | 89 | 301,963 | 13F-HR | TSA Wealth Managment LLC |
| Q3 2025 | 11/10/2025 | 89 | 293,896 | 13F-HR | TSA Wealth Managment LLC |
| Q2 2025 | 7/31/2025 | 85 | 273,738 | 13F-HR | TSA Wealth Managment LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.11 K | 9.6% | 10.12 K | 0 | 10.12 K |
| ETFs | 317.7 K | 89.9% | 34.02 K | 0 | 34.02 K |
| Debt | 1.751 K | 0.5% | 0 | 3 | -3 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
353,586
Holdings
119
QoQ value change ($000)
44,137
(14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.