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Topsail Wealth Management - Q2 2026 13F Filings

TO

Topsail Wealth Management, LLC

CIK: 0002056627
Address: North Carolina Charlotte Po Box 77105
$783.27 M
Portfolio Value
297
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VCRM Vanguard Core Tax-Exempt Bond Etf
+$17.65 M
2. TSLA Tesla
+$12.68 M
3. VCIT Vanguard Intermediate-Term Corporate Bond Etf
+$4.68 M
4. DSI Ishares Esg Msci Kld 400 Etf
+$2.49 M
5. BND Vanguard Total Bond Market Etf
+$1.45 M

Top Sells

Q2 2026
1. VTEB Vanguard Tax-Exempt Bond Etf
−$8.03 M
2. MUB Ishares National Muni Bond Etf
−$2.99 M
3. VOO Vanguard S&P 500 Etf
−$1.94 M
4. VCLT Vanguard Long-Term Corporate Bond Etf
−$1.51 M
5. VEU Vanguard Ftse All-World Ex-Us Index Fund
−$995,536.37

Asset Allocation

Stocks/ETFs
+15.55%
$783.03 M 99.97%
Options
$0 0.00%
Debt
+5.28%
$237,101 0.03%
Other
$0 0.00%

Sector Allocation (Stocks)

Topsail Wealth Management Q2 2026 Filing Summary

Topsail Wealth Management, LLC filed its 13F report for Q2 2026 on August 13, 2026. The portfolio totaled 783.27 M reflecting a +15.54% change from the prior quarter, spanning 297 assets. The top 10 holdings comprised 72.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 13 new positions and 10 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Topsail Wealth Management’s Q2 2026 Filing

Topsail Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/13/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Topsail Wealth Management reported a managed portfolio value of 783.27 M, consisting of 297 individual positions.

This page displays the raw filing documents. To see which stocks Topsail Wealth Management bought or sold during Q2 2026, please visit Topsail Wealth Management's Portfolio Analysis page.