account_balance
Investment manager · 13F filer · SEC CIK 2056627
Topsail Wealth Management, LLC
Reported value$745Mas of Sep 30, 2026
Positions308 25 new, 14 sold out
Top 10 weight69.8%VTI alone is 26%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
25.6%
VXUSVanguard Star FDS
8.2%
VOOVanguard Index FDS
7.8%
VEUVanguard Intl Equity Index F
7.0%
CINFCincinnati Financial Corp
6.4%
VCRMVanguard Mun Bd FDS
4.4%Trimmed −26%
VTEBVanguard Mun Bd FDS
3.3%Trimmed −45%
VEAVanguard Tax-Managed FDS
2.5%
VCITVanguard Scottsdale FDS
2.4%−9%
VXFVanguard Index FDS
2.1%
BNDVanguard Bd Index FDS
1.8%
VTIVanguard Index FDS
25.6%
VXUSVanguard Star FDS
8.2%
VOOVanguard Index FDS
7.8%
VEUVanguard Intl Equity Index F
7.0%
CINFCincinnati Financial Corp
6.4%
VCRMVanguard Mun Bd FDS
4.4%
VTEB3.3%
VEA2.5%
VCIT
VXF
BND1.8%
TSLABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 25.6% Held
VXUS Vanguard Star FDS 8.2% Held
VOO Vanguard Index FDS 7.8% Held
VEU Vanguard Intl Equity Index F 7.0% Held
CINF Cincinnati Financial Corp 6.4% HeldVCRM Vanguard Mun Bd FDS 4.4% Trimmed −26%
VTEB Vanguard Mun Bd FDS 3.3% Trimmed −45%
VEA Vanguard Tax-Managed FDS 2.5% Held
VCIT Vanguard Scottsdale FDS 2.4% Trimmed −9%
VXF Vanguard Index FDS 2.1% Held
BND Vanguard Bd Index FDS 1.8% Held
TSLA Tesla, Inc. 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.