StockDriftsStockDriftsTop 50 Topsail Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 23.95% | 506.9K | $187.6M | -0.06%(-301) | $291.94(+31.64%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 7.7% | 705.3K | $60.3M | +2.45%(+16.83K) | $63.51(+38.11%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.22% | 82.4K | $56.6M | -3.32%(-2.83K) | $558.21(+28.08%) | 2026-06-30 | |
| CINF | CINCINNATI FINL CORP | 7.07% | 297.6K | $55.4M | +0.00%(+0) | $139.91(+23.33%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 6.76% | 632.4K | $53.0M | -1.84%(-11.89K) | $66.41(+29.06%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 6.08% | 942.0K | $47.6M | -14.42%(-158.76K) | $50.62(-1.40%) | 2026-06-30 | |
| VCRM | VANGUARD MUN BD FDS | 6% | 615.2K | $47.0M | +60.14%(+231.02K) | $75.15(+0.26%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.7% | 256.2K | $21.2M | +28.40%(+56.67K) | $82.15(-0.83%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.42% | 265.6K | $18.9M | +0.00%(+9) | $50.32(+46.16%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 2.17% | 68.9K | $17.0M | +0.01%(+9) | $193.36(+29.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.41% |
Topsail Wealth Management LLC reports $783.27M in US-listed equity holdings across 297 positions in its most recent 13F filing. Its largest disclosed positions are VTI (23.9%), VXUS (7.7%) and VOO (7.2%). The top 20 holdings account for 82.95% of reported assets. Its disclosed equity book has returned +23.26% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Topsail Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056627). View Topsail Wealth Management LLC’s 13F filings on SEC