Topsail Wealth Management, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 682,831
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 268 | 682,831 | 13F-HR | Topsail Wealth Management, LLC |
| Q3 2025 | 11/4/2025 | 257 | 590,737 | 13F-HR | Topsail Wealth Management, LLC |
| Q2 2025 | 7/31/2025 | 240 | 547,166 | 13F-HR | Topsail Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 569.6 K | 83.4% | 69.22 K | 0 | 69.22 K |
| ETFs | 112.5 K | 16.5% | 22.77 K | 0 | 22.77 K |
| Debt | 498 | 0.1% | 91 | 0 | 91 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
682,831
Holdings
268
QoQ value change ($000)
92,094
(15.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.