Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Topsail Wealth Management, LLC (CIK 2056627) reported $677.9M across 293 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($162.7M, 24.00%), VTEB ($54.9M, 8.10%), VXUS ($53.1M, 7.83%), VOO ($50.9M, 7.51%), VEU ($48.4M, 7.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $162.7M | 24.00% | 507,231 | Trimmed |
| 2 | VTEB | VANGUARD MUN BD FDS | $54.9M | 8.10% | 1.1M | Trimmed |
| 3 | VXUS | VANGUARD STAR FDS | $53.1M | 7.83% | 688,440 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $50.9M | 7.51% | 85,192 | Trimmed |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $48.4M | 7.14% | 644,313 | Trimmed |
| 6 | CINF | CINCINNATI FINL CORP | $46.8M | 6.91% | 297,642 | Hold |
| 7 | VCRM | VANGUARD MUN BD FDS | $28.9M | 4.26% | 384,157 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $17.0M | 2.51% | 265,544 | Trimmed |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $16.5M | 2.44% | 199,562 | Added |
| 10 | VXF | VANGUARD INDEX FDS | $14.2M | 2.09% | 68,881 | Added |
| 11 | BND | VANGUARD BD INDEX FDS | $13.1M | 1.94% | 178,390 | Added |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $9.7M | 1.43% | 201,970 | Trimmed |
| 13 | DFUS | DIMENSIONAL ETF TRUST | $9.0M | 1.32% | 126,220 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $8.1M | 1.20% | 12,510 | Hold |
| 15 | AAPL | APPLE INC | $6.6M | 0.98% | 26,090 | Added |
| 16 | MSFT | MICROSOFT CORP | $6.4M | 0.94% | 17,178 | Trimmed |
| 17 | VTES | VANGUARD WELLINGTON FD | $5.2M | 0.76% | 51,107 | Added |
| 18 | MUB | ISHARES TR | $4.3M | 0.64% | 40,729 | Added |
| 19 | MGC | VANGUARD WORLD FD | $3.3M | 0.49% | 13,935 | Hold |
| 20 | GOOGL | ALPHABET INC | $3.2M | 0.47% | 11,022 | Trimmed |
| 21 | SCHB | SCHWAB STRATEGIC TR | $3.0M | 0.45% | 120,977 | Added |
| 22 | DFAX | DIMENSIONAL ETF TRUST | $2.8M | 0.42% | 83,058 | Added |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.9M | 0.42% | 4 | Hold |
| 24 | AMZN | AMAZON COM INC | $2.5M | 0.38% | 12,211 | Added |
| 25 | VSDM | VANGUARD MUN BD FDS | $2.5M | 0.36% | 32,262 | Added |
Source: SEC Form 13F filings · as of 2026-03-31