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Topel & Distasi Wealth Management

Latest statistics and disclosures from Topel & Distasi Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VTV, IEFA, GOVT, IJR, and represent 38.16% of Topel & Distasi Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTV, GOVT, MSFT, LQD, AMZN, VUG, BNDX, IEFA, IJR, USHY.
Started 2 new stock positions in MSFT, AMZN.
Reduced shares in these 10 stocks: IVV, , VONE, IWF, NEE, IJH, VEA, IWB, JNJ, VB.
Sold out of its position in STIP.
Topel & Distasi Wealth Management was a net buyer of stock by $2.2M.
Topel & Distasi Wealth Management has $203M in assets under management (AUM), dropping by 6.22%.
Central Index Key (CIK): 0001880087

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Portfolio Holdings for Topel & Distasi Wealth Management

Topel & Distasi Wealth Management holds 61 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	9.8	$20M	+2%	42k	479.61	View chart
Vanguard Index Fds Value Etf (VTV)	9.1	$18M	+4%	99k	186.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.4	$15M	+2%	171k	87.31	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	6.6	$13M	+3%	580k	23.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.3	$11M	+2%	90k	118.83	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	5.2	$11M	+4%	95k	111.47	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.4	$8.9M	+4%	180k	49.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.5	$7.1M		108k	65.26	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.9	$6.0M		73k	81.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.8	$5.7M	-2%	12k	468.41	View chart
Ishares Tr Rus 1000 Etf (IWB)	2.8	$5.7M		16k	365.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$5.6M		93k	59.92	View chart
Ishares Tr Cre U S Reit Etf (USRT)	2.2	$4.4M	+4%	74k	58.72	View chart
Ishares Tr Broad Usd High (USHY)	2.1	$4.3M	+5%	114k	37.78	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.0	$4.0M		13k	307.86	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.9	$3.9M		71k	55.33	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.7	$3.5M		42k	82.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.7	$3.5M		43k	79.93	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	1.6	$3.3M		78k	42.60	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.6	$3.3M		28k	118.44	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	1.6	$3.2M		25k	125.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.6	$3.2M		16k	203.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$2.7M	-2%	10k	254.28	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.2	$2.5M	-11%	8.2k	302.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$2.5M	-2%	8.4k	293.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$2.4M	-26%	3.6k	669.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$2.3M	+5%	43k	54.18	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$2.2M		26k	84.11	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	1.0	$2.0M		84k	23.56	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$2.0M		42k	46.81	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.9	$1.8M		11k	164.54	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$1.6M		24k	69.37	View chart
Ishares Tr Esg Aware Msci (ESML)	0.7	$1.5M		33k	45.08	View chart
Ecolab (ECL)	0.7	$1.3M		4.9k	273.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$1.1M		5.5k	208.71	View chart
Apple (AAPL)	0.5	$1.0M		4.0k	254.63	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$942k		5.4k	174.58	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.4	$866k		18k	47.48	View chart
Ishares Tr Esg Select Scre (XJH)	0.4	$835k		19k	43.85	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.4	$811k		8.6k	94.31	View chart
Meta Platforms Cl A (META)	0.4	$802k	+13%	1.1k	734.38	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.4	$710k	-4%	20k	35.44	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$694k		12k	60.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$640k	+5%	8.6k	74.37	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$600k	+2%	6.8k	88.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$503k		7.0k	71.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$473k	+4%	710.00	666.29	View chart
Microsoft Corporation (MSFT)	0.2	$469k	NEW	906.00	517.93	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$444k		17k	26.95	View chart
Amazon (AMZN)	0.2	$419k	NEW	1.9k	219.57	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$387k		8.9k	43.42	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$348k		3.7k	92.98	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$345k		6.5k	53.40	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$340k		3.5k	96.55	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$325k		6.4k	50.63	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$319k	-8%	6.2k	51.52	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$271k	-3%	3.0k	91.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$244k		485.00	502.74	View chart
Nextera Energy (NEE)	0.1	$236k	-35%	3.1k	75.49	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$229k	-5%	716.00	319.84	View chart
Johnson & Johnson (JNJ)	0.1	$222k	-24%	1.2k	185.42	View chart

Past Filings by Topel & Distasi Wealth Management

SEC 13F filings are viewable for Topel & Distasi Wealth Management going back to 2021

Topel & Distasi Wealth Management 2025 Q3 filed Nov. 10, 2025
Topel & Distasi Wealth Management 2025 Q2 filed Aug. 7, 2025
Topel & Distasi Wealth Management 2025 Q1 filed May 9, 2025
Topel & Distasi Wealth Management 2024 Q4 filed Jan. 31, 2025
Topel & Distasi Wealth Management 2024 Q3 filed Nov. 12, 2024
Topel & Distasi Wealth Management 2024 Q2 filed Aug. 9, 2024
Topel & Distasi Wealth Management 2024 Q1 filed May 7, 2024
Topel & Distasi Wealth Management 2023 Q4 filed Jan. 16, 2024
Topel & Distasi Wealth Management 2023 Q3 filed Nov. 7, 2023
Topel & Distasi Wealth Management 2023 Q2 filed Aug. 8, 2023
Topel & Distasi Wealth Management 2023 Q1 filed May 12, 2023
Topel & Distasi Wealth Management 2022 Q4 filed Feb. 1, 2023
Topel & Distasi Wealth Management 2022 Q3 filed Nov. 21, 2022
Topel & Distasi Wealth Management 2022 Q2 filed Aug. 5, 2022
Topel & Distasi Wealth Management 2022 Q1 filed April 21, 2022
Topel & Distasi Wealth Management 2021 Q4 filed Feb. 23, 2022

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