Topsail Wealth Management, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 783,268
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 297 | 783,268 | 13F-HR | Topsail Wealth Management, LLC |
| Q1 2026 | 4/21/2026 | 294 | 677,900 | 13F-HR | Topsail Wealth Management, LLC |
| 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 | 146 K | 18.6% | 28.25 K | 0 | 28.25 K |
| ETFs | 636.6 K | 81.3% | 77.07 K | 0 | 77.07 K |
| Debt | 524 | 0.1% | 28 | 0 | 28 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
783,268
Holdings
297
QoQ value change ($000)
105,368
(15.5%)
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.