13F Filings History of Topsail Wealth Management, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$682,831,044
Signature - Title
Matthew Snipes - CHIEF COMPLIANCE OFFICER
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Topsail Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Topsail Wealth Management, LLC reported 268 stock holdings with total value $682,831,044 as of Q4 2025. Top holdings included VTI, VTEB, VOO, VXUS, and CINF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 268 $682,831,044 +$88,595,131 -$5,806,581 +$82,788,550 VTI, VTEB, VOO, VXUS, CINF 13F-HR 04 Feb 2026, 14:54
Q3 2025 257 $590,736,930 +$24,049,998 -$12,848,646 +$11,201,352 VTI, VTEB, CINF, VXUS, VOO 13F-HR 04 Nov 2025, 09:57
Q2 2025 240 $547,165,720 +$27,373,782 -$5,253,202 +$22,120,580 VTI, VTEB, CINF, VXUS, VOO 13F-HR 31 Jul 2025, 15:57
Q1 2025 225 $491,722,112 +$34,728,856 -$3,960,402 +$30,768,454 VTI, VTEB, CINF, VXUS, VOO 13F-HR 30 Apr 2025, 11:14
Q4 2024 202 $468,235,154 $0 $0 $0 VTI, VTEB, CINF, VXUS, VOO 13F-HR 14 Feb 2025, 11:25