TSA Wealth Managment LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 23, 2025
Value $
$251M
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 72 stock holdings with total value $251M as of Q1 2025. Top holdings included SPLG, SCHZ, QUAL, IVW, and DYNF.
Holdings Value