TSA Wealth Managment LLC: 13F holdings
CIK 19636692026Q2
| Positions | 119 |
|---|---|
| Reported value | $353.6m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 573,623 | $50.4m | 14.3% |
| SCHZ SCHWAB STRATEGIC TR | 1,023,367 | $23.7m | 6.7% |
| DYNF BLACKROCK ETF TRUST | 287,898 | $19.6m | 5.5% |
| BLACKROCK ETF TRUST | 495,071 | $18.1m | 5.1% |
| IVV ISHARES TR | 21,345 | $16.0m | 4.5% |
| VTI ISHARES TR | 41,767 | $15.3m | 4.3% |
| IWF ISHARES TR | 85,460 | $11.8m | 3.3% |
| IUSB ISHARES TR | 239,010 | $11.0m | 3.1% |
| MBB ISHARES TR | 107,043 | $10.1m | 2.9% |
| GOVT ISHARES TR | 442,717 | $10.1m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963669")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.