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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 VTV, VUG, IEFA, GOVT, IJR, and represent 41.35% of Topel & Distasi Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$17M), IWF, VO, GOVT, LQD, MSFT, BNDX, IWM, USHY, HYG.
Started 1 new stock position in IWM.
Reduced shares in these 10 stocks: VBR, , VTV, IJR, SPEM, VEA, IJH, AAPL, VB, IEFA.
Sold out of its positions in DJP, VBR.
Topel & Distasi Wealth Management was a net buyer of stock by $20M.
Topel & Distasi Wealth Management has $207M in assets under management (AUM), dropping by 7.14%.
Central Index Key (CIK): 0001880087

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Portfolio Holdings for Topel & Distasi Wealth Management

Topel & Distasi Wealth Management holds 57 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	10.2	$21M	-3%	97k	217.93	View chart
Vanguard Index Fds Growth Etf (VUG)	9.7	$20M	+497%	234k	86.14	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.9	$16M		170k	96.58	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	7.6	$16M	+5%	688k	22.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.0	$12M	-5%	83k	148.31	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	5.9	$12M	+6%	112k	109.07	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.8	$9.9M	+4%	205k	48.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.8	$7.8M	-4%	101k	77.11	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	3.0	$6.3M	+2%	79k	79.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.7	$5.6M	+294%	45k	124.17	View chart
Ishares Tr Cre U S Reit Etf (USRT)	2.5	$5.2M	-3%	78k	66.45	View chart
Ishares Tr Broad Usd High (USHY)	2.4	$5.0M	+3%	136k	37.02	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.1	$4.4M	-2%	13k	343.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$4.3M	-9%	60k	71.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.8	$3.7M	-2%	15k	242.43	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.7	$3.5M		43k	82.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.7	$3.5M		44k	79.03	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	1.7	$3.5M	+4%	85k	41.03	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.6	$3.3M		25k	132.24	View chart
Spdr Series Trust St Str P500val (SPYV)	1.6	$3.3M		54k	60.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.6	$3.2M		7.9k	409.50	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	1.6	$3.2M		23k	142.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$2.9M	-8%	9.7k	303.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$2.7M	+285%	33k	80.57	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.2	$2.6M		14k	188.09	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$2.5M	-3%	42k	59.69	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	1.1	$2.3M	+6%	97k	23.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$2.2M	-2%	27k	82.65	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$1.6M	-4%	20k	82.34	View chart
Ishares Tr Esg Aware Msci (ESML)	0.7	$1.4M	-7%	26k	55.93	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$1.3M	-27%	26k	51.78	View chart
Ecolab (ECL)	0.6	$1.2M		4.5k	278.61	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.5	$1.0M		8.6k	119.13	View chart
Ishares Tr Esg Select Scre (XJH)	0.4	$882k	-4%	17k	52.15	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.4	$875k	+4%	19k	46.72	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$820k		14k	58.98	View chart
Apple (AAPL)	0.4	$731k	-32%	2.5k	289.36	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.3	$721k		7.4k	97.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$718k	+10%	9.8k	73.41	View chart
Microsoft Corporation (MSFT)	0.3	$705k	+237%	1.9k	373.01	View chart
Meta Platforms Cl A (META)	0.3	$624k	+14%	1.1k	563.29	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$614k		3.1k	197.60	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$523k	-9%	6.2k	83.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$504k		675.00	747.27	View chart
Amazon (AMZN)	0.2	$469k	+3%	2.0k	238.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$382k		3.5k	110.32	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$376k	-11%	5.5k	68.41	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$361k	-7%	6.6k	54.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$309k	-7%	6.1k	50.23	View chart
Johnson & Johnson (JNJ)	0.1	$304k		1.2k	253.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$297k	-2%	3.1k	96.43	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$293k		5.2k	56.79	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$281k		714.00	393.70	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$279k		2.7k	102.81	View chart
Nextera Energy (NEE)	0.1	$275k		3.1k	87.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$236k		472.00	500.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$208k	NEW	691.00	300.49	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 2026 Q2 filed Aug. 7, 2026
Topel & Distasi Wealth Management 2026 Q1 filed May 7, 2026
Topel & Distasi Wealth Management 2025 Q4 filed Feb. 9, 2026
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

View all past filings

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