Topsail Wealth Management, LLC Portfolio Holdings

Topsail Wealth Management, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $591 Billion distributed in 257 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 $148B, Vanguard Mun Bd Fds Tax Exempt with a value of $54.8B, Cincinnati Financial Corp with a value of $50.4B, Vanguard Star Fd Vanguard Tota with a value of $47B, and Vanguard Index Fds S&P 500 ETF with a value of $37.5B.

Examining the 13F form we can see an increase of $43.6B in the current position value, from $547B to 591B.

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.