Topsail Wealth Management, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $492 Billion distributed in 225 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $120B, Vanguard Mun Bd Fds Tax Exempt with a value of $63.5B, Cincinnati Financial Corp with a value of $48.4B, Vanguard Star Fd Vanguard Tota with a value of $38.4B, and Vanguard Index Fds S&P 500 ETF with a value of $29.1B.
Examining the 13F form we can see an increase of $23.5B in the current position value, from $468B to 492B.
Topsail Wealth Management, LLC is based out at Charlotte, NC
Below you can find more details about Topsail Wealth Management, LLC portfolio as well as his latest detailed transactions.
