13F Filings History of TSA Wealth Managment LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$301,963,431
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 $301,963,431 as of Q4 2025. Top holdings included SPYM, OEF, SCHZ, DYNF, and IVV.

Notify me when TSA Wealth Managment LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 89 $301,963,431 +$20,857,276 -$17,869,333 +$2,987,943 SPYM, OEF, SCHZ, DYNF, IVV 13F-HR 22 Jan 2026, 11:48
Q3 2025 89 $293,896,104 +$19,935,144 -$15,924,670 +$4,010,474 SPLG, OEF, SCHZ, DYNF, QUAL 13F-HR 10 Nov 2025, 12:58
Q2 2025 85 $273,738,172 +$30,537,138 -$26,870,349 +$3,666,789 SPLG, SCHZ, QUAL, OEF, DYNF 13F-HR 31 Jul 2025, 14:30
Q1 2025 72 $251,491,852 +$33,097,179 -$24,462,175 +$8,635,004 SPLG, SCHZ, QUAL, IVW, DYNF 13F-HR 23 Apr 2025, 15:56
Q4 2024 64 $245,796,587 +$23,401,534 -$8,377,962 +$15,023,572 SPLG, SCHZ, IVW, QUAL, IVV 13F-HR 06 Feb 2025, 11:20
Q3 2024 62 $248,238,565 +$17,824,718 -$15,786,710 +$2,038,008 SPLG, SCHZ, IVV, QUAL, IVW 13F-HR 06 Nov 2024, 12:45
Q2 2024 64 $234,524,859 +$28,221,203 -$27,748,089 +$473,114 SPLG, SCHZ, IVV, IVW, QUAL 13F-HR 26 Jul 2024, 13:53
Q1 2024 58 $229,601,357 +$49,783,464 -$46,157,125 +$3,626,339 SPLG, IVV, SCHZ, IUSB, QUAL 13F-HR 08 May 2024, 16:42
Q4 2023 54 $214,557,742 $0 $0 $0 SPLG, IVV, SCHZ, QUAL, OEF 13F-HR 09 Feb 2024, 12:13