TW

Topsail Wealth Management, LLC

13F
Topsail Wealth Management, LLC
Last update 2025-04-30 225 Stocks (30 new)
Value $492.00 Mil Turnover 7 %
Countries:
Top Holdings: VTI(24.37%)VTEB(12.92%)CINF(9.85%)VXUS(7.80%)VOO(5.91%)
Summary Stock Picks Current Portfolio
Topsail Wealth Management, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
436,061
119,847.1
+3.22%
24.370
+0.76%
0.030
+18.78%
+8.35%
477,765.3
 
VTEB
Vanguard Tax-Exempt Bond ETF
1,280,464
63,536.7
-0.81%
12.920
-0.11%
0.170
+0.67%
-1.59%
35,676.2
 
CINF
Cincinnati Financial Corp
326,014
48,442.4
0%
9.850
0%
0.210
+13.02%
+6.07%
23,539.3
Insurance
VXUS
Vanguard Total International Stock
617,611
38,353.7
+0.96%
7.800
+0.07%
0.050
+14.47%
+21.79%
94,464.7
 
VOO
Vanguard S&P 500 ETF
56,529
29,050.7
+0.06%
5.910
0%
0.000
+18.67%
+8.75%
662,825.4
 
VEU
Vanguard FTSE All-World ex-US ETF
310,073
18,809.0
+0.26%
3.830
+0.01%
0.050
+14.03%
+21.59%
45,414.2
 
VEA
Vanguard FTSE Developed Markets ETF
268,578
13,651.8
0%
2.780
0%
0.010
+14.11%
+23.82%
163,518.7
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
157,508
12,877.9
+34.29%
2.620
+0.67%
0.020
+3.71%
+5.19%
53,353.7
 
BND
Vanguard Total Bond Market ETF
121,417
8,918.0
+34.04%
1.810
+0.46%
0.010
+1.69%
+3.55%
127,784.6
 
VXF
Vanguard Extended Market Index ETF
46,809
8,063.4
-0.43%
1.640
-0.01%
0.040
+21.51%
+6.17%
21,471.1
 

Topsail Wealth Management, LLC's Historical Top Holdings Breakdowns

Topsail Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.76%
●
271.18 ($290.53) 303.12
$311.98
7.38%
Add 3.22%
436,061
13,591
VCRM
Vanguard Core Tax-Exempt Bond ETF
2025-03-31
Add
Add
+0.69%
●
73.75 ($74.77) 75.75
$72.75
-2.70%
Add 136.97%
79,045
45,689
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.67%
●
79.17 ($80.9) 82.04
$82.52
2.00%
Add 34.29%
157,508
40,221
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.60%
●
551.42 ($587.78) 612.93
$633.30
7.75%
Add 79.17%
11,911
5,263
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.46%
●
71.17 ($72.57) 73.66
$73.05
0.65%
Add 34.04%
121,417
30,833
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Add
Add
+0.34%
●
48.33 ($48.9) 49.5
$49.23
0.69%
Add 26.2%
163,257
33,897
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Reduce
Reduce
-0.29%
●
59.61 ($63.9) 66.74
$68.75
7.59%
Reduce -20.65%
81,438
-21,189
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.17%
●
375.39 ($407.71) 447.2
$505.33
23.94%
Add 16.49%
15,584
2,206
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Add
Add
+0.16%
●
360.07 ($394.62) 417.26
$435.91
10.46%
Add 639.88%
2,486
2,150
IWM
iShares Russell 2000 ETF
2025-03-31
Add
Add
+0.16%
●
198.1 ($216.92) 229.79
$226.01
4.19%
Add 105.46%
7,756
3,981

Topsail Wealth Management, LLC Total Holding History ($B)

To

Topsail Wealth Management, LLC's Asset Allocation

To

Topsail Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Topsail Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Topsail Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Topsail Wealth Management, LLC's Holdings Heat Map

Size field:

Topsail Wealth Management, LLC's Holdings Bubble Chart

Topsail Wealth Management, LLC News

  • 1

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