Topsail Wealth Management, LLC: 13F holdings
CIK 20566272026Q2
| Positions | 297 |
|---|---|
| Reported value | $783.3m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 506,930 | $187.6m | 23.9% |
| VXUS VANGUARD STAR FDS | 705,274 | $60.3m | 7.7% |
| VOO VANGUARD INDEX FDS | 82,364 | $56.6m | 7.2% |
| CINF CINCINNATI FINL CORP | 297,642 | $55.4m | 7.1% |
| VEU VANGUARD INTL EQUITY INDEX F | 632,426 | $53.0m | 6.8% |
| VTEB VANGUARD MUN BD FDS | 942,001 | $47.6m | 6.1% |
| VANGUARD MUN BD FDS | 615,176 | $47.0m | 6.0% |
| VCIT VANGUARD SCOTTSDALE FDS | 256,228 | $21.2m | 2.7% |
| VEA VANGUARD TAX-MANAGED FDS | 265,553 | $18.9m | 2.4% |
| VXF VANGUARD INDEX FDS | 68,890 | $17.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056627")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.