Topel & Distasi Wealth Management

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

  • Top 5 stock holdings are VTV, VUG, IEFA, GOVT, LQD, and represent 38.62% of Topel & Distasi Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: GOVT, LQD, BNDX, USHY, VTV, USRT, HYG, SUSC, IJH, IGOV.
  • Reduced shares in these 10 stocks: VUG, IVV, IWF, VOE, VV, META, ESGV, DSI, VEA, IWB.
  • Topel & Distasi Wealth Management was a net buyer of stock by $340k.
  • Topel & Distasi Wealth Management has $205M in assets under management (AUM), dropping by 1.07%.
  • 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 December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 9.4 $19M 101k 190.99
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Vanguard Index Fds Growth Etf (VUG) 9.0 $19M -8% 38k 487.86
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Ishares Tr Core Msci Eafe (IEFA) 7.5 $15M 171k 89.46
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Ishares Tr Us Treas Bd Etf (GOVT) 7.2 $15M +10% 640k 23.02
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Ishares Tr Iboxx Inv Cp Etf (LQD) 5.5 $11M +8% 103k 110.19
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Ishares Tr Core S&p Scp Etf (IJR) 5.3 $11M 90k 120.18
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.5 $9.3M +6% 192k 48.32
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Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $7.2M 110k 66.00
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Ishares Tr Iboxx Hi Yd Etf (HYG) 3.0 $6.2M +4% 76k 80.63
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Ishares Tr Rus 1000 Etf (IWB) 2.8 $5.7M 15k 373.44
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $5.7M -2% 91k 62.47
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Ishares Tr Rus 1000 Grw Etf (IWF) 2.6 $5.3M -7% 11k 473.30
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Ishares Tr Broad Usd High (USHY) 2.3 $4.7M +10% 127k 37.40
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Ishares Tr Cre U S Reit Etf (USRT) 2.2 $4.5M +7% 80k 56.96
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Spdr Series Trust State Street Spd (SPYV) 2.0 $4.0M 71k 56.81
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Vanguard Index Fds Large Cap Etf (VV) 1.9 $3.9M -4% 12k 314.80
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.7 $3.6M +2% 43k 82.82
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $3.5M +2% 44k 79.73
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Ishares Tr Intl Trea Bd Etf (IGOV) 1.6 $3.3M +2% 80k 41.66
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Ishares Tr Rus 1000 Val Etf (IWD) 1.6 $3.3M 16k 210.34
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Vanguard World Esg Us Stk Etf (ESGV) 1.6 $3.2M -4% 27k 120.96
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Ishares Tr Esg Msci Kld 400 (DSI) 1.5 $3.1M -4% 24k 128.83
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Vanguard Index Fds Small Cp Etf (VB) 1.3 $2.7M 10k 257.95
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.2 $2.5M 8.2k 309.04
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Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.5M 8.5k 290.22
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $2.3M -2% 42k 53.76
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $2.2M +3% 27k 83.75
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Ishares Tr Esg Awre Usd Etf (SUSC) 1.0 $2.1M +6% 89k 23.38
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $1.9M -4% 40k 46.81
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Ishares Tr Core S&p Us Gwt (IUSG) 0.9 $1.8M 11k 167.94
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Vanguard World Esg Intl Stk Etf (VSGX) 0.8 $1.7M 23k 71.62
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Ishares Tr Esg Aware Msci (ESML) 0.7 $1.5M -2% 32k 45.98
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Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.4M -41% 2.1k 684.94
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Ecolab (ECL) 0.6 $1.3M 4.9k 262.52
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.2M 5.5k 211.79
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Apple (AAPL) 0.5 $1.1M 4.0k 271.86
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Ishares Tr Esg Advncd Hy Bd (HYXF) 0.5 $922k +6% 20k 47.26
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Ishares Tr Esg Select Scre (XJH) 0.4 $863k 19k 44.65
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Spdr Series Trust State Street Spd (SLYG) 0.4 $810k 8.6k 94.19
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $728k +5% 12k 59.93
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.3 $694k -7% 19k 37.61
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $669k +4% 9.0k 74.07
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Ishares Tr Core 80/20 Aggre (AOA) 0.3 $646k +5% 7.2k 89.56
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Meta Platforms Cl A (META) 0.3 $561k -22% 850.00 660.09
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $551k -42% 3.1k 177.37
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $512k 7.0k 73.56
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $469k -3% 687.00 682.15
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Amazon (AMZN) 0.2 $441k 1.9k 230.82
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Microsoft Corporation (MSFT) 0.2 $438k 906.00 483.60
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $436k 17k 26.49
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Ishares Esg Awr Msci Em (ESGE) 0.2 $378k -3% 8.6k 44.17
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $356k 3.7k 95.09
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $342k 3.5k 96.27
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $341k -3% 6.2k 54.71
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $332k +4% 6.7k 49.46
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Ishares Tr Esg Select Scre (XVV) 0.2 $325k 6.2k 52.70
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $267k 3.0k 88.49
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Nextera Energy (NEE) 0.1 $251k 3.1k 80.28
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Johnson & Johnson (JNJ) 0.1 $248k 1.2k 206.95
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $244k 485.00 502.65
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $230k 713.00 323.07
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Past Filings by Topel & Distasi Wealth Management

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