Topsail Wealth Management, LLC Portfolio Holdings

Topsail Wealth Management, LLC

  • $547 Billion
  • Q2 2025

Topsail Wealth Management, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $547 Billion distributed in 240 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 $135B, Vanguard Mun Bd Fds Tax Exempt with a value of $62.2B, Cincinnati Financial Corp with a value of $47.2B, Vanguard Star Fd Vanguard Tota with a value of $42.4B, and Vanguard Index Fds S&P 500 ETF with a value of $34.7B.

Examining the 13F form we can see an increase of $55.4B in the current position value, from $492B to 547B.

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.

Portfolio value $547 Billion
ETFs: $424 Billion
Financial Services: $58.3 Billion
Technology: $19.9 Billion
Consumer Cyclical: $7.26 Billion
Communication Services: $5.57 Billion
Healthcare: $4.29 Billion
Consumer Defensive: $3.88 Billion
Industrials: $2.28 Billion
Other: $3.7 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 240
  • Current Value $547 Billion
  • Prior Value $492 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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