Topsail Wealth Management, LLC Purchases in Q2 2025

Topsail Wealth Management, LLC

  • $547 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
7.46K
+ 1.71%
$243.75 - $303.93 $1.82M - $2.27M
444K $135B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.42K
+ 7.82%
$456.74 - $568.03 $2.02M - $2.51M
61K $34.7B
Vanguard Wellington Fd
51.1K
New
N/A
51.1K $5.16B
MUB
Ishares National Muni Bond ETF

ETFs
33.3K
New
$102.31 - $105.8 $3.4M - $3.52M
33.3K $3.48B
VEU
Vanguard Ftse All World Ex Us

ETFs
16.6K
+ 5.34%
$54.19 - $67.22 $898K - $1.11M
327K $22B
Vanguard Mun Bd Fds
31.3K
+ 39.55%
N/A
110K $8.12B
DFUS
Dimensional ETF Tr U S Equity

ETFs
23.2K
+ 28.49%
$53.65 - $67.02 $1.24M - $1.55M
105K $7.01B
VEA
Vanguard Ftse Developed Market

ETFs
11
+ 0.0%
$45.65 - $57.01 $502 - $627
269K $15.3B
VXF
Vanguard Extended Market ETF

ETFs
1.62K
+ 3.46%
$150.43 - $192.71 $244K - $312K
48.4K $9.33B
VCIT
Vanguard Intermediate Term Cor

ETFs
11.1K
+ 7.04%
$79.56 - $82.92 $882K - $919K
169K $14B
Vanguard Malvern Fds
12K
+ 405.71%
N/A
15K $1.16B
META
Meta Platforms, Inc.

Communication Services
57
+ 1.79%
$484.66 - $738.09 $27.6K - $42.1K
3.24K $2.39B
VGT
Vanguard Information Technolog

ETFs
606
+ 77.49%
$470.37 - $663.28 $285K - $402K
1.39K $921M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.36K
+ 5.24%
$72.02 - $73.82 $458K - $470K
128K $9.41B
BNDX
Vanguard Total International B

ETFs
7.42K
+ 4.55%
$48.77 - $49.55 $362K - $368K
171K $8.45B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 25.0%
$725400.0 - $809350.0 $725K - $809K
5 $3.64B
QQQ
Invesco Qqq Trust, Series 1

ETFs
239
+ 7.68%
$416.06 - $551.64 $99.4K - $132K
3.35K $1.85B
RDVY
First Trust Rising Dividend Ac

ETFs
4.77K
+ 28.06%
$51.6 - $62.74 $246K - $299K
21.8K $1.37B
GOOGL
Alphabet Inc.

Communication Services
396
+ 3.78%
$144.7 - $178.6 $57.3K - $70.7K
10.9K $1.92B
PLTR
Palantir Technologies Inc.

Technology
2.1K
New
$74.01 - $144.25 $155K - $302K
2.1K $286M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.92K
New
$53.66 - $58.71 $264K - $289K
4.92K $276M
VUG
Vanguard Growth ETF

ETFs
547
+ 104.79%
$329.49 - $438.4 $180K - $240K
1.07K $469M
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.27%
$210.28 - $289.91 $3.36K - $4.64K
6.02K $1.74B
DFAX
Dimensional ETF Tr
675
+ 0.89%
$23.37 - $29.39 $15.8K - $19.8K
76.6K $2.25B
CRM
Salesforce, Inc.

Technology
895
New
$236.26 - $291.15 $211K - $261K
895 $244M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.12K
New
$149.56 - $212.83 $167K - $237K
1.12K $237M
ASML
Asml Holding Nv

Technology
295
New
$595.37 - $815.24 $176K - $240K
295 $236M
IWM
Ishares Russell 2000 ETF

ETFs
500
+ 6.45%
$174.82 - $215.79 $87.4K - $108K
8.26K $1.78B
JCI
Johnson Controls International PLC

Industrials
2.19K
New
$71.14 - $105.62 $156K - $231K
2.19K $231M
NFLX
Netflix Inc

Communication Services
169
New
$855.86 - $1339.13 $145K - $226K
169 $226M
FDD
First Trust Stoxx European Sel

ETFs
14.1K
New
$12.08 - $15.54 $170K - $218K
14.1K $218M
FV
First Trust Dorsey Wright Focu

ETFs
2.74K
+ 22.17%
$48.43 - $59.26 $133K - $162K
15.1K $895M
TSLA
Tesla, Inc.

Consumer Cyclical
650
New
$221.86 - $362.89 $144K - $236K
650 $206M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.01K
New
N/A
3.01K $197M
VIG
Vanguard Dividend Appreciation

ETFs
713
+ 24.14%
N/A
3.67K $754M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1K
+ 12.45%
$72.96 - $90.39 $73K - $90.4K
9.03K $808M
Blackrock Inc
83
+ 17.11%
N/A
568 $596M
DFAI
Dimensional ETF Tr

ETFs
467
+ 1.29%
$28.02 - $34.71 $13.1K - $16.2K
36.6K $1.26B
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
5.55K
+ 37.79%
$20.29 - $21.52 $113K - $119K
20.2K $436M
VTV
Vanguard Value ETF

ETFs
265
+ 2.12%
$153.67 - $176.74 $40.7K - $46.8K
12.8K $2.27B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.11K
+ 4.3%
$77.94 - $79.5 $86.5K - $88.2K
26.9K $2.14B
GE
General Electric CO

Industrials
87
+ 7.08%
$166.81 - $257.39 $14.5K - $22.4K
1.32K $339M
RSP
Invesco S&P 500 Equal Weight E

ETFs
75
+ 1.01%
$152.93 - $181.74 $11.5K - $13.6K
7.47K $1.36B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
2.87K
+ 21.76%
$20.93 - $22.05 $60.1K - $63.3K
16.1K $354M
DLTR
Dollar Tree, Inc.

Consumer Defensive
6
+ 0.22%
$67.22 - $100.51 $403 - $603
2.75K $273M
FVD
First Tr Value Line Divid Inde

ETFs
1.4K
+ 7.49%
$40.62 - $45.12 $56.9K - $63.2K
20.1K $898M
VGSH
Vanguard

ETFs
999
New
$58.32 - $58.95 $58.3K - $58.9K
999 $58.7M
BSJR
Invesco Indx Tr

ETFs
2.25K
+ 13.64%
$21.81 - $22.71 $49.1K - $51.1K
18.7K $426M
SPYG
Spdr Portfolio

ETFs
4
+ 0.12%
$71.83 - $95.32 $287 - $381
3.46K $330M
Activity Summary
Buys All Purchases 78 New Holdings 19 Increased Positions 59 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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