13F Filings History of TSA Wealth Managment LLC

Latest 13F report
Q3 2025 - Nov 10, 2025
Value $
$294M
Signature - Title
Crystal McKeon - Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by TSA Wealth Managment LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TSA Wealth Managment LLC reported 89 stock holdings with total value $294M as of Q3 2025. Top holdings included SPLG, OEF, SCHZ, DYNF, and QUAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 89 $294M +$19.9M -$15.9M +$4.01M SPLG, OEF, SCHZ, DYNF, QUAL 13F-HR 11/10/2025, 12:58 PM
Q2 2025 85 $274M +$30.5M -$26.9M +$3.67M SPLG, SCHZ, QUAL, OEF, DYNF 13F-HR 7/31/2025, 02:30 PM
Q1 2025 72 $251M +$33.1M -$24.5M +$8.64M SPLG, SCHZ, QUAL, IVW, DYNF 13F-HR 4/23/2025, 03:56 PM
Q4 2024 64 $246M +$23.4M -$8.38M +$15M SPLG, SCHZ, IVW, QUAL, IVV 13F-HR 2/6/2025, 11:20 AM
Q3 2024 62 $248M +$17.8M -$15.8M +$2.04M SPLG, SCHZ, IVV, QUAL, IVW 13F-HR 11/6/2024, 12:45 PM
Q2 2024 64 $235M +$28.2M -$27.7M +$473K SPLG, SCHZ, IVV, IVW, QUAL 13F-HR 7/26/2024, 01:53 PM
Q1 2024 58 $230M +$49.8M -$46.2M +$3.63M SPLG, IVV, SCHZ, IUSB, QUAL 13F-HR 5/8/2024, 04:42 PM
Q4 2023 54 $215M $0 $0 SPLG, IVV, SCHZ, QUAL, OEF 13F-HR 2/9/2024, 12:13 PM