TSA Wealth Managment LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details a portfolio consisting of 124 distinct securities, managed by the firm based in Houston, Texas.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with a significant portion of the holdings managed through BlackRock and iShares funds. The top holdings by share count include the SPDR Series Trust S&P 500 ETF with 57,268,057 shares, the Schwab Strategic Trust U.S. Aggregate Bond ETF with 11,351,160 shares, and the iShares Core U.S. Aggregate Bond ETF with 5,669,860 shares.
Among individual equities, the filing lists NVIDIA Corporation with 1,385,918 shares, Microsoft Corporation with 4,276 shares, and Tesla Inc. with 3,403 shares. Other notable individual stock positions include Apple Inc. with 11,195 shares, Meta Platforms Inc. with 1,865 shares, and Procter & Gamble Co. with 1,905 shares.
The filing lists Crystal McKeon, Chief Compliance Officer, as the authorized representative for the firm.
