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Topsail Wealth Management, LLC
Topsail Wealth Management, LLC is a fiduciary-driven investment adviser headquartered in Charlotte, North Carolina. Founded by Matthew Snipes, a veteran of Vanguard, Topsail specializes in providing comprehensive wealth management services tailored for high-net-worth individuals and families. The firm offers client-focused, cost-effective solutions in investment management, financial planning, tax, estate, and family office services. It leverages industry-leading technology and independent partnerships to deliver high-touch service and institutional quality investment strategies.
Investment Strategy
Topsail Wealth Management employs a proactive, disciplined investment approach focused on personalized portfolios, tax-efficient strategies, and diversified asset allocation. Their philosophy emphasizes low-cost implementation, ongoing rebalancing, and holistic wealth management that integrates financial, tax, and estate planning. Investment solutions include direct indexing, alternative investments, and partnership with industry-leading custodians like Charles Schwab. Topsail aims to deliver institutional-level strategies paired with dedicated family office-style service to maximize value for clients and preserve generational wealth.
Latest 13F Filing Activity
Topsail Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 235 equity positions with a total 13F market value of $547M. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Vanguard Wellington FD among other positions. Topsail Wealth Management, LLC reduced exposure to Vanguard Mun BD FDS, Cincinnati Finl Corp., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (235)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 24.71% | $135.2M | 443,518 | $289.59 | $303.93 | +$15.4M |
V VTEB | VANGUARD MUN BD FDS | 11.38% | $62.2M | 1,269,611 | $50.13 | $49.03 | -$1.3M |
C CINF | CINCINNATI FINL CORP | 8.63% | $47.2M | 317,002 | $143.70 | $148.92 | -$1.2M |
V VXUS | VANGUARD STAR FDS | 7.75% | $42.4M | 613,670 | $58.96 | $69.09 | +$4.0M |
V VOO | VANGUARD INDEX FDS | 6.35% | $34.7M | 60,950 | $540.92 | $568.03 | +$5.7M |
Industry Allocation
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