# EDGAR Filing Document

**Accession Number:** 0001963669
**File Stem:** 0001963669-25-000003
**Filing Date:** 2025-7
**Character Count:** 12181
**Document Hash:** 3606c48b07b48809e3c63f71e081fe1d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001963669-25-000003.hdr.sgml**: 20250731

**ACCESSION NUMBER**: 0001963669-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250731

**DATE AS OF CHANGE**: 20250731

**EFFECTIVENESS DATE**: 20250731

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TSA Wealth Managment LLC
- **CENTRAL INDEX KEY:** 0001963669

**ORGANIZATION NAME:**
- **EIN:** 880986381
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23667
- **FILM NUMBER:** 251171009

**BUSINESS ADDRESS:**
- **STREET 1:** 5718 WESTHEIMER RD SUITE 950
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77057
- **BUSINESS PHONE:** 17137359238

**MAIL ADDRESS:**
- **STREET 1:** 5718 WESTHEIMER RD SUITE 950
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77057

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** TSA Wealth Managment LLC<br>**Address:** 5718 WESTHEIMER RD SUITE 950<br>HOUSTON, TX 77057

**Form 13F File Number:** 028-23667

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Crystal McKeon<br>**Title:** Chief Compliance Officer<br>**Phone:** 7137359238

**Signature, Place, and Date of Signing:**

Crystal Mckeon  Houston, TX  07-31-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 85

**Form 13F Information Table Value Total:** $273738172

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 287125 | 1886 | SH |  | SOLE | 0 | 0 | 0 | 1886 |
| AFLAC INC | COM | 001055102 |  | 231269 | 2193 | SH |  | SOLE | 0 | 0 | 0 | 2193 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 275963 | 1566 | SH |  | SOLE | 0 | 0 | 0 | 1566 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 210739 | 1188 | SH |  | SOLE | 0 | 0 | 0 | 1188 |
| AMAZON COM INC | COM | 023135106 |  | 549791 | 2506 | SH |  | SOLE | 0 | 0 | 0 | 2506 |
| APPLE INC | COM | 037833100 |  | 1261607 | 6149 | SH |  | SOLE | 0 | 0 | 0 | 6149 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 305549 | 629 | SH |  | SOLE | 0 | 0 | 0 | 629 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 15371607 | 282255 | SH |  | SOLE | 0 | 0 | 0 | 282255 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 5637224 | 158438 | SH |  | SOLE | 0 | 0 | 0 | 158438 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 2668798 | 92506 | SH |  | SOLE | 0 | 0 | 0 | 92506 |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | 092528843 |  | 377126 | 7755 | SH |  | SOLE | 0 | 0 | 0 | 7755 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 6781310 | 128337 | SH |  | SOLE | 0 | 0 | 0 | 128337 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 |  | 6670258 | 144503 | SH |  | SOLE | 0 | 0 | 0 | 144503 |
| BROADCOM INC | COM | 11135F101 |  | 317549 | 1152 | SH |  | SOLE | 0 | 0 | 0 | 1152 |
| CARRIAGE SVCS INC | COM | 143905107 |  | 347944 | 7607 | SH |  | SOLE | 0 | 0 | 0 | 7607 |
| CLEANSPARK INC | COM NEW | 18452B209 |  | 185635 | 16830 | SH |  | SOLE | 0 | 0 | 0 | 16830 |
| COCA COLA CO | COM | 191216100 |  | 4867034 | 68792 | SH |  | SOLE | 0 | 0 | 0 | 68792 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 225365 | 643 | SH |  | SOLE | 0 | 0 | 0 | 643 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 304643 | 2826 | SH |  | SOLE | 0 | 0 | 0 | 2826 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 208659 | 1058 | SH |  | SOLE | 0 | 0 | 0 | 1058 |
| FIRST TR EXCHANGE-TRADED FD | SSI STRG ETF | 33739Q507 |  | 275473 | 7098 | SH |  | SOLE | 0 | 0 | 0 | 7098 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 3242960 | 28834 | SH |  | SOLE | 0 | 0 | 0 | 28834 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 3570235 | 57252 | SH |  | SOLE | 0 | 0 | 0 | 57252 |
| ISHARES INC | EMNG MKTS EQT | 46434G889 |  | 835047 | 16037 | SH |  | SOLE | 0 | 0 | 0 | 16037 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 1074011 | 17010 | SH |  | SOLE | 0 | 0 | 0 | 17010 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 8747913 | 145726 | SH |  | SOLE | 0 | 0 | 0 | 145726 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 343450 | 3659 | SH |  | SOLE | 0 | 0 | 0 | 3659 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 2132107 | 92781 | SH |  | SOLE | 0 | 0 | 0 | 92781 |
| ISHARES TR | GNMA BOND ETF | 46429B333 |  | 1859217 | 42303 | SH |  | SOLE | 0 | 0 | 0 | 42303 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 206746 | 2009 | SH |  | SOLE | 0 | 0 | 0 | 2009 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 208143 | 5549 | SH |  | SOLE | 0 | 0 | 0 | 5549 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 2778021 | 84464 | SH |  | SOLE | 0 | 0 | 0 | 84464 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 954136 | 7052 | SH |  | SOLE | 0 | 0 | 0 | 7052 |
| ISHARES TR | HIGH YLD SYSTM B | 46435G250 |  | 516243 | 10874 | SH |  | SOLE | 0 | 0 | 0 | 10874 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 |  | 222901 | 5872 | SH |  | SOLE | 0 | 0 | 0 | 5872 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 16868984 | 92271 | SH |  | SOLE | 0 | 0 | 0 | 92271 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 10571183 | 228665 | SH |  | SOLE | 0 | 0 | 0 | 228665 |
| ISHARES TR | CUR HD EURZN ETF | 46434V639 |  | 318844 | 7771 | SH |  | SOLE | 0 | 0 | 0 | 7771 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 1491966 | 16559 | SH |  | SOLE | 0 | 0 | 0 | 16559 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 14195398 | 223620 | SH |  | SOLE | 0 | 0 | 0 | 223620 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 7677376 | 68548 | SH |  | SOLE | 0 | 0 | 0 | 68548 |
| ISHARES TR | MORNINGSTAR VALU | 464288109 |  | 206140 | 2472 | SH |  | SOLE | 0 | 0 | 0 | 2472 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 895990 | 6635 | SH |  | SOLE | 0 | 0 | 0 | 6635 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 793801 | 7813 | SH |  | SOLE | 0 | 0 | 0 | 7813 |
| ISHARES TR | MBS ETF | 464288588 |  | 8775872 | 93470 | SH |  | SOLE | 0 | 0 | 0 | 93470 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 588745 | 5635 | SH |  | SOLE | 0 | 0 | 0 | 5635 |
| ISHARES TR | GOV/CRED BD ETF | 464288596 |  | 420082 | 4022 | SH |  | SOLE | 0 | 0 | 0 | 4022 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 2627633 | 28370 | SH |  | SOLE | 0 | 0 | 0 | 28370 |
| ISHARES TR | US CONSM STAPLES | 464287812 |  | 219898 | 3120 | SH |  | SOLE | 0 | 0 | 0 | 3120 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 6978969 | 40278 | SH |  | SOLE | 0 | 0 | 0 | 40278 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 679320 | 6047 | SH |  | SOLE | 0 | 0 | 0 | 6047 |
| ISHARES TR | EUROPE ETF | 464287861 |  | 1289225 | 20383 | SH |  | SOLE | 0 | 0 | 0 | 20383 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 8207835 | 42001 | SH |  | SOLE | 0 | 0 | 0 | 42001 |
| ISHARES TR | CORE S ETF | 464287200 |  | 14277750 | 22995 | SH |  | SOLE | 0 | 0 | 0 | 22995 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 10640835 | 96647 | SH |  | SOLE | 0 | 0 | 0 | 96647 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 2228937 | 6564 | SH |  | SOLE | 0 | 0 | 0 | 6564 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 735949 | 15256 | SH |  | SOLE | 0 | 0 | 0 | 15256 |
| ISHARES TR | S 100 ETF | 464287101 |  | 16143637 | 53043 | SH |  | SOLE | 0 | 0 | 0 | 53043 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 530720 | 5350 | SH |  | SOLE | 0 | 0 | 0 | 5350 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 316424 | 3304 | SH |  | SOLE | 0 | 0 | 0 | 3304 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 343469 | 3892 | SH |  | SOLE | 0 | 0 | 0 | 3892 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 333434 | 3042 | SH |  | SOLE | 0 | 0 | 0 | 3042 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 394012 | 8010 | SH |  | SOLE | 0 | 0 | 0 | 8010 |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 |  | 1060464 | 16495 | SH |  | SOLE | 0 | 0 | 0 | 16495 |
| KODIAK GAS SVCS INC | COM | 50012A108 |  | 2334644 | 68125 | SH |  | SOLE | 0 | 0 | 0 | 68125 |
| LINDE PLC | SHS | G54950103 |  | 343909 | 733 | SH |  | SOLE | 0 | 0 | 0 | 733 |
| META PLATFORMS INC | CL A | 30303M102 |  | 619996 | 840 | SH |  | SOLE | 0 | 0 | 0 | 840 |
| MICROSOFT CORP | COM | 594918104 |  | 1257452 | 2528 | SH |  | SOLE | 0 | 0 | 0 | 2528 |
| MICROSTRATEGY INC | CL A NEW | 594972408 |  | 245772 | 608 | SH |  | SOLE | 0 | 0 | 0 | 608 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1039258 | 6578 | SH |  | SOLE | 0 | 0 | 0 | 6578 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 22691420 | 976395 | SH |  | SOLE | 0 | 0 | 0 | 976395 |
| SCHWAB STRATEGIC TR | MUN BD ETF | 808524649 |  | 1328169 | 52747 | SH |  | SOLE | 0 | 0 | 0 | 52747 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 412398 | 9649 | SH |  | SOLE | 0 | 0 | 0 | 9649 |
| SPDR SERIES TRUST | BLOOMBERG INTL | 78464A151 |  | 205382 | 6302 | SH |  | SOLE | 0 | 0 | 0 | 6302 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 24430527 | 336092 | SH |  | SOLE | 0 | 0 | 0 | 336092 |
| TESLA INC | COM | 88160R101 |  | 639767 | 2014 | SH |  | SOLE | 0 | 0 | 0 | 2014 |
| USA COMPRESSION PARTNERS LP | COMUNIT LTDPAR | 90290N109 |  | 211230 | 8689 | SH |  | SOLE | 0 | 0 | 0 | 8689 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 2585786 | 33434 | SH |  | SOLE | 0 | 0 | 0 | 33434 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 4684785 | 94623 | SH |  | SOLE | 0 | 0 | 0 | 94623 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 583153 | 2044 | SH |  | SOLE | 0 | 0 | 0 | 2044 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 2585487 | 51432 | SH |  | SOLE | 0 | 0 | 0 | 51432 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1587199 | 32372 | SH |  | SOLE | 0 | 0 | 0 | 32372 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 |  | 1245247 | 22189 | SH |  | SOLE | 0 | 0 | 0 | 22189 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 618930 | 9471 | SH |  | SOLE | 0 | 0 | 0 | 9471 |
| VISA INC | COM CL A | 92826C839 |  | 222971 | 628 | SH |  | SOLE | 0 | 0 | 0 | 628 |

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