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| Happy Holidays!! thanks for using AUM13F!! |
| Topsail Wealth Management LLC
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| CRD # | 331098 |
| SEC # | 801-130245 |
| CIK # | 0002056627 |
| AUM | $1.0 B (2025-07-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 980-308-9901 |
| Address | 10800 Sikes Place Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056627 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cincinnati Financial Corp | 47.2 | ||
| Microsoft Corp | 7.7 | ||
| Apple Inc | 4.9 | ||
| Amazon Com Inc | 3.0 | ||
| VISA Inc | 2.5 | ||
| Facebook Inc | 2.4 | ||
| Procter & Gamble Co | 2.0 | ||
| Alphabet Inc | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 15.9 |
| (b) Individuals (high net worth individuals) | 168 | 940.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 69.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 597 | 1,029.9 |
| By Discretionary | ||
| Discretionary | 597 | 1,029.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 597 | 1,029.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,029.9 | |
| Total | 597 | 1,029.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056627] |
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CA | 1.0 |
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