Topsail Wealth Management, LLC Incresed Positions in Q3 2025

Topsail Wealth Management, LLC

  • $591 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
6.98K
+ 1.57%
$303.93 - $329.86 $2.12M - $2.3M
451K $148B
Vanguard Mun Bd Fds
89.7K
+ 81.31%
N/A
200K $15.1B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
25.9K
+ 4.23%
$68.24 - $73.73 $1.77M - $1.91M
640K $47B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
106
+ 0.17%
$567.77 - $614.76 $60.2K - $65.2K
61.1K $37.5B
EFA
Ishares Tr Msci Eafe ETF

ETFs
14.5K
+ 160.73%
$87.29 - $93.61 $1.27M - $1.36M
23.6K $2.2B
AAPL
Apple Inc.

Technology
480
+ 1.99%
$202.38 - $256.87 $97.1K - $123K
24.6K $6.26B
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.8K
+ 9.24%
$72.57 - $74.72 $857K - $882K
140K $10.4B
VCIT
Vanguard Intermediate Term Cor

ETFs
8.01K
+ 4.75%
$81.75 - $84.54 $655K - $677K
177K $14.9B
MSFT
Microsoft Corp

Technology
1.08K
+ 6.97%
$491.09 - $535.64 $528K - $576K
16.5K $8.55B
Vanguard Malvern Fds
9.94K
+ 66.44%
N/A
24.9K $1.95B
SPY
Spdr S&P 500 ETF Trust

ETFs
92
+ 0.74%
$617.65 - $666.84 $56.8K - $61.3K
12.5K $8.33B
BNDX
Vanguard Total International B

ETFs
13.2K
+ 7.72%
$49.0 - $49.51 $645K - $652K
184K $9.09B
NVDA
Nvidia Corp

Technology
451
+ 3.79%
$153.3 - $186.58 $69.1K - $84.1K
12.4K $2.31B
ABBV
Abb Vie Inc.

Healthcare
1.14K
+ 68.9%
$184.85 - $231.54 $211K - $265K
2.8K $649M
VTV
Vanguard Value ETF

ETFs
738
+ 5.78%
$175.51 - $186.57 $130K - $138K
13.5K $2.53B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.04K
+ 11.28%
$78.96 - $80.04 $240K - $243K
29.9K $2.39B
LMT
Lockheed Martin Corp

Industrials
456
+ 68.37%
$410.74 - $499.21 $187K - $228K
1.12K $561M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
173
+ 0.14%
$23.82 - $25.84 $4.12K - $4.47K
121K $3.1B
JPM
Jpmorgan Chase & CO

Financial Services
208
+ 3.46%
$282.78 - $316.06 $58.8K - $65.7K
6.22K $1.96B
QQQ
Invesco Qqq Trust, Series 1

ETFs
41
+ 1.22%
$546.99 - $602.2 $22.4K - $24.7K
3.39K $2.04B
DFAX
Dimensional ETF Tr
644
+ 0.84%
$29.25 - $31.56 $18.8K - $20.3K
77.2K $2.42B
RDVY
First Trust Rising Dividend Ac

ETFs
830
+ 3.81%
$62.38 - $67.29 $51.8K - $55.9K
22.6K $1.52B
UNH
Unitedhealth Group Inc

Healthcare
172
+ 7.54%
$237.77 - $353.61 $40.9K - $60.8K
2.45K $847M
VO
Vanguard Mid Cap ETF

ETFs
353
+ 19.61%
$279.83 - $293.74 $98.8K - $104K
2.15K $635M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.91K
+ 38.94%
$54.21 - $57.41 $104K - $110K
6.83K $388M
GE
General Electric CO

Industrials
175
+ 13.3%
$244.75 - $305.63 $42.8K - $53.5K
1.49K $449M
JNJ
Johnson & Johnson

Healthcare
143
+ 5.87%
$155.17 - $185.42 $22.2K - $26.5K
2.58K $479M
MA
Mastercard Inc

Financial Services
170
+ 42.82%
$550.18 - $598.96 $93.5K - $102K
567 $323M
MUB
Ishares National Muni Bond ETF

ETFs
268
+ 0.81%
$103.24 - $106.68 $27.7K - $28.6K
33.5K $3.57B
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 2.46%
$293.94 - $444.72 $4.7K - $7.12K
666 $296M
AVGO
Broadcom Inc.

Technology
1
+ 0.06%
$264.74 - $369.57 $265 - $370
1.59K $526M
TMO
Thermo Fisher Scientific Inc.

Healthcare
40
+ 4.78%
$404.94 - $499.99 $16.2K - $20K
877 $426M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
346
+ 1.45%
$73.94 - $78.51 $25.6K - $27.2K
24.1K $1.87B
META
Meta Platforms, Inc.

Communication Services
108
+ 3.33%
$695.21 - $791.73 $75.1K - $85.5K
3.35K $2.46B
BAC
Bank Of America Corp

Financial Services
775
+ 12.56%
$44.92 - $52.42 $34.8K - $40.6K
6.95K $358M
VUG
Vanguard Growth ETF

ETFs
28
+ 2.62%
$433.97 - $484.08 $12.2K - $13.6K
1.1K $527M
IWP
Ishares Russell Mid Cap Growth

ETFs
300
+ 7.73%
$137.51 - $145.26 $41.3K - $43.6K
4.18K $595M
FV
First Trust Dorsey Wright Focu

ETFs
294
+ 1.95%
$59.23 - $62.14 $17.4K - $18.3K
15.4K $949M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
210
+ 5.64%
$79.39 - $90.39 $16.7K - $19K
3.93K $349M
LOW
Lowes Companies Inc

Consumer Cyclical
85
+ 8.24%
$215.01 - $273.02 $18.3K - $23.2K
1.12K $280M
Vanguard Wellington Fd
2
+ 0.0%
N/A
51.1K $5.21B
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.27%
N/A
3.68K $797M
PEP
Pepsico Inc

Consumer Defensive
190
+ 10.69%
$133.81 - $152.16 $25.4K - $28.9K
1.97K $276M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
529
+ 17.58%
N/A
3.54K $237M
ABT
Abbott Laboratories

Healthcare
343
+ 9.49%
$120.51 - $136.62 $41.3K - $46.9K
3.96K $530M
WMT
Walmart Inc.

Consumer Defensive
89
+ 1.67%
$94.4 - $104.27 $8.4K - $9.28K
5.41K $557M
VGSH
Vanguard

ETFs
573
+ 57.36%
$58.43 - $58.88 $33.5K - $33.7K
1.57K $92.5M
FDD
First Trust Stoxx European Sel

ETFs
1.52K
+ 10.78%
$15.26 - $16.67 $23.1K - $25.3K
15.6K $252M
NEE
Nextera Energy Inc

Utilities
28
+ 0.56%
$69.77 - $77.54 $1.95K - $2.17K
5.06K $382M
Activity Summary
Buys All Purchases 94 New Holdings 21 Increased Positions 73 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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