Long-term investor
Tsa Wealth Managment LLC @tsawealthmanagmentllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963669).
Record
- Tracked since 2025-06-30 (434 days), 116 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months +10.0% · 1 year +16.5% · all +16.5%
- Max drawdown -1.7% · Sharpe 1.04 · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 14.3% · long · since 2025-06-30
- SCHZ · 6.7% · long · since 2025-06-30
- DYNF · 5.5% · long · since 2025-06-30
- CORO · 5.1% · long · since 2026-03-31
- IVV · 4.5% · long · since 2025-06-30
- OEF · 4.3% · long · since 2025-06-30
- IVW · 3.3% · long · since 2025-06-30
- IUSB · 3.1% · long · since 2025-06-30
- MBB · 2.9% · long · since 2025-06-30
- GOVT · 2.9% · long · since 2025-06-30
- IVE · 2.7% · long · since 2025-06-30
- BAI · 2.2% · long · since 2025-06-30