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Home > Institutional Investor > Topsail Wealth Management, Llc > Profile

Instuitional Investor - Topsail Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Topsail Wealth Management, Llc
Portfolio Value $783,268,207
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 506,930 $187,584,215 23.95%
2.
Vanguard Star Fds
 705,274 $60,293,879 7.7%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 82,364 $56,568,270 7.22%
4.
Cincinnati Financial Corp
 CINF 297,642 $55,385,223 7.07%
5.
Vanguard Intl Equity Index Funds
 VWO 632,426 $52,965,684 6.76%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.