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Value $
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$468M
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Signature - Title
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Matthew Snipes - CHIEF COMPLIANCE OFFICER
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Location
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Charlotte, NC
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Summary
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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 202 stock holdings with total value $468M as of Q4 2024. Top holdings included VTI, VTEB, CINF, VXUS, and VOO.