Topsail Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Charlotte, NC
CIK
0002056627
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
225
491,722
VTI, VTEB, CINF, VXUS
13F-HR
4/30/2025
000139834425008097
Q4 2024
202
468,235
VTI, VTEB, CINF, VXUS
13F-HR
2/14/2025
000139834425002822