Topsail Wealth Management, LLC Reduced Holdings in Q3 2025

Topsail Wealth Management, LLC

  • $591 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-175K
- 13.76%
$48.5 - $50.19 $8.47M - $8.77M
1.09M $54.8B
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 20.0%
$692600.0 - $759798.0 $693K - $760K
4 $3.02B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.6K
- 11.84%
$211.65 - $238.24 $338K - $380K
11.9K $2.61B
PG
Procter & Gamble CO

Consumer Defensive
-1.26K
- 10.15%
$150.47 - $161.22 $190K - $204K
11.2K $1.72B
DFAI
Dimensional ETF Tr

ETFs
-8.37K
- 22.89%
$34.05 - $36.55 $285K - $306K
28.2K $1.03B
AMAT
Applied Materials Inc

Technology
-1.3K
- 53.35%
$156.25 - $204.95 $203K - $266K
1.13K $232M
TXN
Texas Instruments Inc

Technology
-15
- 0.19%
N/A
7.83K $1.44B
CVS
Cvs Health Corp

Healthcare
-1.83K
- 36.73%
$58.75 - $76.5 $108K - $140K
3.15K $238M
AMT
American Tower Corp

Real Estate
-264
- 16.54%
$192.32 - $232.35 $50.8K - $61.3K
1.33K $258M
ACN
Accenture PLC

Technology
-23
- 1.43%
$232.56 - $304.78 $5.35K - $7.01K
1.58K $390M
CSCO
Cisco Systems, Inc.

Technology
-801
- 12.05%
$66.2 - $71.79 $53K - $57.5K
5.85K $400M
DOW
Dow Inc.

Basic Materials
-173
- 1.14%
$20.87 - $30.37 $3.61K - $5.25K
15K $344M
ISRG
Intuitive Surgical Inc

Healthcare
-9
- 1.63%
$433.66 - $544.47 $3.9K - $4.9K
543 $243M
CL
Colgate Palmolive CO

Consumer Defensive
-170
- 5.61%
$79.36 - $93.33 $13.5K - $15.9K
2.86K $229M
NKE
Nike, Inc.

Consumer Cyclical
-436
- 4.71%
$69.24 - $79.24 $30.2K - $34.5K
8.81K $618M
XOM
Exxon Mobil Corp

Energy
-544
- 12.53%
$105.83 - $117.22 $57.6K - $63.8K
3.8K $428M
DE
Deere & CO

Industrials
-1
- 0.18%
$457.26 - $524.37 $457 - $524
565 $258M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 1.04%
$915.95 - $994.57 $3.66K - $3.98K
380 $352M
HON
Honeywell International Inc

Industrials
-6
- 0.52%
$207.7 - $240.4 $1.25K - $1.44K
1.15K $241M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.35K
- 6.22%
$17.81 - $18.39 $24K - $24.8K
20.4K $372M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-46
- 10.57%
$86.07 - $90.74 $3.96K - $4.17K
389 $34.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-93
- 6.9%
$79.76 - $85.78 $7.42K - $7.98K
1.26K $106M
FVD
First Tr Value Line Divid Inde

ETFs
-352
- 1.75%
$44.73 - $46.86 $15.7K - $16.5K
19.7K $912M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-18
- 0.49%
$122.57 - $132.57 $2.21K - $2.39K
3.66K $475M
MRK
Merck & Co., Inc.

Healthcare
-11
- 0.25%
$77.6 - $87.37 $854 - $961
4.38K $371M
Blackrock Inc
-24
- 4.23%
N/A
544 $634M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-12
- 0.14%
$91.28 - $97.59 $1.1K - $1.17K
8.69K $833M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-50
- 0.67%
$181.56 - $190.33 $9.08K - $9.52K
7.42K $1.41B
IWM
Ishares Russell 2000 ETF

ETFs
-482
- 5.84%
$214.92 - $244.84 $104K - $118K
7.77K $1.88B
VGT
Vanguard Information Technolog

ETFs
-21
- 1.51%
$656.44 - $753.15 $13.8K - $15.8K
1.37K $1.02B
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.15%
$357.4 - $423.42 $1.43K - $1.69K
2.75K $1.11B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-586
- 1.98%
$49.43 - $54.52 $29K - $31.9K
29K $1.57B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-5.41K
- 5.17%
$67.01 - $72.84 $363K - $394K
99.2K $7.19B
GOOG
Alphabet Inc.

Communication Services
-1
- 0.02%
$175.16 - $255.24 $175 - $255
4.31K $1.05B
VXF
Vanguard Extended Market ETF

ETFs
-1.6K
- 3.3%
$193.58 - $213.07 $309K - $340K
46.8K $9.8B
VEA
Vanguard Ftse Developed Market

ETFs
-906
- 0.34%
$56.02 - $60.3 $50.8K - $54.6K
268K $16B
VEU
Vanguard Ftse All World Ex Us

ETFs
-976
- 0.3%
$66.38 - $71.68 $64.8K - $70K
326K $23.2B
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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