Topsail Wealth Management, LLC
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$677.9M
Holdings
294
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 99.9% (508.1k → 650 shares)
24.0%
02
$VTEB
VANGUARD MUN BD FDS
Q1 2026: Exited (was 1.11M shares)
8.1%
03
$VXUS
VANGUARD STAR FDS
Q1 2026: Exited (was 674.9k shares)
7.8%
04
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 97.5% (85.3k → 2.1k shares)
7.5%
05
$VEU
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 649.0k shares)
7.1%
06
$CINF
CINCINNATI FINL CORP
Q1 2026: Exited (was 297.6k shares)
6.9%
07
$VCRM
VANGUARD MUN BD FDS
Q1 2026: Exited (was 326.9k shares)
4.3%
08
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Sold 98.7% (265.7k → 3.6k shares)
2.5%
09
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 186.5k shares)
2.4%
10
$VXF
VANGUARD INDEX FDS
Q1 2026: Exited (was 68.9k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.