Topsail Wealth Management, LLCETFConcentrated long-term

CIK: 0002056627 | CHARLOTTE, NC

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	297	$783.3M	2026-08-13	SEC ↗
Q1 2026	13F-HR	294	$677.9M	2026-04-21	SEC ↗
Q4 2025	13F-HR	268	$682.8M	2026-02-04	SEC ↗
Q3 2025	13F-HR	257	$590.7M	2025-11-04	SEC ↗
Q2 2025	13F-HR	240	$547.2M	2025-07-31	SEC ↗
Q1 2025	13F-HR	225	$491.7M	2025-04-30	SEC ↗
Q4 2024	13F-HR	202	$468.2M	2025-02-14	SEC ↗