Arkolith/Funds/Topsail Wealth Management, LLC

Topsail Wealth Management, LLC

CIK 2056627Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Topsail Wealth Management, LLC holds a focused book of 297 stocks worth $783.3M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Ishares Esg Msci KLD 400 ETF and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 24% of the equity book.

Opened
28
bought for the first time
Added to
104
already held, bought more
Trimmed
48
sold some, still holds it
Sold out
11
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
72%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Financials
9%
Information Technology
5%
Consumer Discretionary
2%
Health Care
1%
Materials
1%
Industrials
1%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Topsail Wealth Management, LLC

Manager / fundShared namesTheir $ in those
WELLS FARGO & COMPANY/MN79 / 80$160.5B
LPL Financial LLC79 / 80$88.3B
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$21.8B
OSAIC HOLDINGS, INC.79 / 80$19.2B
Kestra Advisory Services, LLC79 / 80$9.0B
Integrated Wealth Concepts LLC79 / 80$4.5B
MORGAN STANLEY78 / 80$595.0B
JPMORGAN CHASE & CO78 / 80$541.3B

Ranked by how many of Topsail Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

297 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$187.6M506.9K
23.9%
−0.1%
Reduced · −301 sh
2Vanguard Star FDS
VG TL INTL STK F
$60.3M705.3K
7.7%
+2.4%
Added · +17K sh
3Vanguard Index FDS
S&P 500 ETF SHS
$56.6M82.4K
7.2%
−3.3%
Reduced · −3K sh
4Cincinnati Finl Corp
COM
$55.4M297.6K
7.1%
Held
5Vanguard Intl Equity Index F
ALLWRLD EX US
$53.0M632.4K
6.8%
−1.8%
Reduced · −12K sh
6Vanguard Mun BD FDS
TAX EXEMPT BD
$47.6M942.0K
6.1%
−14%
Reduced · −159K sh
7Vanguard Mun BD FDS
CORE TAX EXEMPT
$47.0M615.2K
6.0%
+60%
Added · +231K sh
8Vanguard Scottsdale FDS
INT-TERM CORP
$21.2M256.2K
2.7%
+28%
Added · +57K sh
9Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$18.9M265.6K
2.4%
~0%
Added · +9 sh
10Vanguard Index FDS
EXTEND MKT ETF
$17.0M68.9K
2.2%
~0%
Added · +9 sh
11Vanguard BD Index FDS
TOTAL BND MRKT
$14.5M198.2K
1.9%
+11%
Added · +20K sh
12Tesla Inc
COM
$13.0M30.9K
1.7%
44×
Added · +30K sh
13Vanguard Charlotte FDS
TOTAL INT BD ETF
$10.8M223.5K
1.4%
+11%
Added · +22K sh
14Dimensional ETF Trust
US EQUI MARK ETF
$10.5M128.1K
1.3%
+1.4%
Added · +2K sh
15State STR SPDR S&P 500 ETF T
TR UNIT
$9.3M12.5K
1.2%
Held
16Apple Inc
COM
$7.6M26.4K
1.0%
+1.1%
Added · +279 sh
17Microsoft Corp
COM
$6.4M17.1K
0.8%
−0.3%
Reduced · −61 sh
18Vanguard Wellington FD
SHORT TRM TAX EX
$5.2M51.2K
0.7%
+0.2%
Added · +109 sh
19Alphabet Inc
CAP STK CL A
$4.0M11.2K
0.5%
+1.7%
Added · +189 sh
20Vanguard World FD
MEGA CAP INDEX
$3.8M13.9K
0.5%
Held
21Schwab Strategic TR
US BRD MKT ETF
$3.4M118.6K
0.4%
−1.9%
Reduced · −2K sh
22Vanguard Mun BD FDS
SHORT TAX EXEMPT
$3.1M40.8K
0.4%
+27%
Added · +9K sh
23Dimensional ETF Trust
WORLD EX US CORE
$3.1M83.8K
0.4%
+0.9%
Added · +744 sh
24Berkshire Hathaway Inc Del
CL A
$3.0M4
0.4%
Held
25Amazon Com Inc
COM
$2.9M12.3K
0.4%
+0.8%
Added · +95 sh
26Vanguard Malvern FDS
CORE BD ETF
$2.7M34.4K
0.3%
+40%
Added · +10K sh
27Vanguard Index FDS
VALUE ETF
$2.6M11.7K
0.3%
Held
28Invesco QQQ TR
UNIT SER 1
$2.5M3.4K
0.3%
+0.5%
Added · +17 sh
29Ishares TR
MSCI EAFE ETF
$2.5M24.3K
0.3%
Held
30Nvidia Corporation
COM
$2.5M12.6K
0.3%
+1.0%
Added · +126 sh
31Ishares TR
RUSSELL 2000 ETF
$2.5M8.3K
0.3%
+0.2%
Added · +15 sh
32State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$2.5M3.6K
0.3%
Held
33Ishares TR
ESG MSCI KLD ETF
$2.5M17.5K
0.3%
New
New position
34Vanguard Scottsdale FDS
SHRT TRM CORP BD
$2.5M31.3K
0.3%
+5.7%
Added · +2K sh
35JPMorgan Chase & Co
COM
$2.3M7.1K
0.3%
+1.0%
Added · +72 sh
36Vanguard Index FDS
SM CP VAL ETF
$2.2M9.1K
0.3%
Held
37Texas Instrs Inc
COM
$2.2M7.3K
0.3%
−6.1%
Reduced · −473 sh
38Visa Inc
COM CL A
$2.1M6.2K
0.3%
−14%
Reduced · −1K sh
39First TR Exchange Traded FD
RISNG DIVD ACHIV
$2.0M24.4K
0.3%
+1.9%
Added · +448 sh
40Procter & Gamble Co
COM
$1.9M12.8K
0.2%
−1.5%
Reduced · −190 sh
41Meta Platforms Inc
CL A
$1.9M3.3K
0.2%
−1.2%
Reduced · −40 sh
42Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.7M8.0K
0.2%
−0.6%
Reduced · −50 sh
43Ishares TR
MSCI ACWI EX US
$1.7M21.9K
0.2%
Held
44Vanguard Malvern FDS
CORE-PLUS BD ETF
$1.7M21.4K
0.2%
+235%
Added · +15K sh
45Amphenol Corp
CL A
$1.6M9.2K
0.2%
Held
46Vanguard Index FDS
SMALL CP ETF
$1.6M5.3K
0.2%
−0.8%
Reduced · −45 sh
47Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.6M26.1K
0.2%
+0.1%
Added · +20 sh
48Alphabet Inc
CAP STK CL C
$1.6M4.4K
0.2%
+1.9%
Added · +80 sh
49Ishares TR
NATIONAL MUN ETF
$1.4M12.9K
0.2%
−68%
Reduced · −28K sh
50Vanguard World FD
INF TECH ETF
$1.3M11.1K
0.2%
+700%
Added · +10K sh
Showing 50 of 297 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026297$783.3M13F-HR
Q1 2026Mar 31, 2026Apr 21, 2026294$677.9M13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026268$682.8M13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025257$590.7M13F-HR
Q2 2025Jun 30, 2025Jul 31, 2025240$547.2M13F-HR
Q1 2025Mar 31, 2025Apr 30, 2025225$491.7M13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025202$468.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.