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Crystal McKeon

Tsa Wealth Managment Llc

Assets Managed
$309.449M
Holdings
105
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
2.48%(2Q avg: 2.62%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Tsa Wealth Managment Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Tsa Wealth Managment Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 309.449M in assets, with a quarterly growth rate of 2.48% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Crystal McKeon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 20.74%
9.71%
$30.046M
392,549 shares@ $76.54 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 2.05%
7.19%
$22.244M
957,984 shares@ $23.22 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -11.71%
5.48%
$16.929M
290,968 shares@ $58.18 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
4.84%
$14.95M
464,965 shares@ $32.16 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.63%
4.51%
$13.928M
21,322 shares@ $653.21 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Decreased -40.09%
4.28%
$13.225M
41,578 shares@ $318.07 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -9.32%
3.91%
$12.07M
57,163 shares@ $211.16 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 4.66%
3.73%
$11.542M
249,885 shares@ $46.19 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 419.02%
3.66%
$11.325M
494,332 shares@ $22.91 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -1.53%
3.4%
$10.499M
54,738 shares@ $191.82 avg price

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