Top 50 Topsail Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 24% | 507.2K | $162.7M | -0.16%(-830) | $291.94(+24.93%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 8.1% | 1.10M | $54.9M | -0.47%(-5.22K) | $50.62(-1.03%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 7.83% | 688.4K | $53.1M | +2.00%(+13.51K) | $63.11(+34.81%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.51% | 85.2K | $50.9M | -0.12%(-100) | $558.21(+22.25%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 7.14% | 644.3K | $48.4M | -0.72%(-4.67K) | $66.41(+24.92%) | 2026-03-31 | |
| CINF | CINCINNATI FINL CORP | 6.91% | 297.6K | $46.8M | +0.00%(+0) | $139.91(+16.69%) | 2026-03-31 | |
| VCRM | VANGUARD MUN BD FDS | 4.26% | 384.2K | $28.9M | +17.53%(+57.30K) | $74.85(+0.87%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.51% | 265.5K | $17.0M | -0.06%(-150) | $50.32(+40.38%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.44% | 199.6K | $16.5M | +7.00%(+13.05K) | $82.06(+0.61%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 2.09% | 68.9K | $14.2M | +0.02%(+12) | $193.35(+17.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.58% | +28.01% |
| Top 20 Holdings Unweighted | +7.17% | +23.09% |
Sign up free to track Topsail Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.