Topsail Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationcharlotte, NC
- CIK0002056627
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
202 | $468.24M | VTI, VANGUARD MUN BD FDS, CINF, VANGUARD STAR FDS | 13F-HR | Feb 14, 2025 | 000139834425002822 |