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Home > Institutional Investor > Tsa Wealth Managment Llc > Profile

Instuitional Investor - Tsa Wealth Managment Llc

Fund Profile
Filing Period:
Fund Name: Tsa Wealth Managment Llc
Portfolio Value $301,963,431
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 325,130 $26,081,929 8.64%
2.
Ishares Trust
 IEF 69,404 $23,803,490 7.88%
3.
Schwab Strategic Trust
 FNDF 938,747 $21,938,517 7.27%
4.
Blackrock Etf Trust
 329,571 $20,041,213 6.64%
5.
Ishares Trust
 IEF 22,359 $15,314,504 5.07%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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