Topsail Wealth Management, LLC - Portfolio overview

Topsail Wealth Management, LLC has 300 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 23.99%
2. VTEB - VANGUARD MUN BD FDS, 8.10%
3. VXUS - VANGUARD STAR FDS, 7.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.