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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, LQD, and represent 40.70% of Topel & Distasi Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG, IUSG, GOVT, BNDX, LQD, VV, USHY, IEFA, VGIT, VCIT.
Reduced shares in these 10 stocks: IWB, , VEA, IVV, SPYV, SCHP, IJH, ESML, IJR, SPEM.
Sold out of its positions in IVV, SCHP, VONE.
Topel & Distasi Wealth Management was a net seller of stock by $-9.0M.
Topel & Distasi Wealth Management has $194M in assets under management (AUM), dropping by -5.53%.
Central Index Key (CIK): 0001880087

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Portfolio Holdings for Topel & Distasi Wealth Management

Topel & Distasi Wealth Management holds 58 positions in its portfolio as reported in the March 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	$20M		101k	196.20	View chart
Vanguard Index Fds Growth Etf (VUG)	8.8	$17M	+2%	39k	436.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.1	$16M		173k	90.53	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	7.7	$15M		652k	22.91	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	5.9	$11M		105k	108.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.7	$11M		88k	124.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.9	$9.5M	+2%	197k	48.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.7	$7.1M	-3%	106k	67.53	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	3.1	$6.1M		76k	79.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.5	$4.9M		12k	426.40	View chart
Ishares Tr Broad Usd High (USHY)	2.5	$4.8M	+3%	131k	36.84	View chart
Ishares Tr Cre U S Reit Etf (USRT)	2.5	$4.8M		81k	59.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$4.2M	-27%	66k	64.08	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.0	$3.9M	+4%	13k	298.85	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.8	$3.5M		43k	82.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$3.5M		44k	79.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.7	$3.3M		16k	213.67	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	1.7	$3.3M		81k	41.06	View chart
Spdr Series Trust State Street Spd (SPYV)	1.6	$3.1M	-23%	54k	56.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.5	$2.8M	-48%	8.0k	356.56	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.5	$2.8M	-5%	25k	112.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$2.8M		11k	261.92	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	1.4	$2.7M	-7%	23k	121.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$2.5M		8.6k	287.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$2.3M	+3%	43k	54.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.2	$2.3M	+4%	28k	82.75	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.1	$2.1M	+27%	14k	155.11	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	1.1	$2.1M		91k	23.14	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.9	$1.7M	-11%	35k	46.91	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.8	$1.5M	-10%	21k	71.73	View chart
Ishares Tr Esg Aware Msci (ESML)	0.7	$1.3M	-14%	28k	47.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$1.2M		5.5k	217.25	View chart
Ecolab (ECL)	0.6	$1.2M	-8%	4.5k	266.02	View chart
Apple (AAPL)	0.5	$943k	-8%	3.7k	253.79	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.5	$888k		19k	48.14	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$833k	+15%	14k	59.55	View chart
Spdr Series Trust State Street Spd (SLYG)	0.4	$831k		8.6k	96.62	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.4	$830k	-8%	18k	46.31	View chart
Ishares Tr Esg Select Scre (XJH)	0.4	$806k	-8%	18k	45.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$651k	-2%	8.8k	73.64	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$644k		7.3k	88.49	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$573k		3.1k	184.28	View chart
Meta Platforms Cl A (META)	0.3	$552k	+13%	964.00	572.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$518k		6.9k	75.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$439k		675.00	650.68	View chart
Amazon (AMZN)	0.2	$398k		1.9k	208.27	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$354k		6.2k	56.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$343k		3.5k	97.23	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$332k		6.6k	49.95	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$326k	-16%	7.2k	45.47	View chart
Johnson & Johnson (JNJ)	0.2	$293k		1.2k	244.44	View chart
Nextera Energy (NEE)	0.2	$291k		3.1k	92.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$279k	+3%	3.1k	88.70	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$264k	-26%	2.8k	95.62	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$258k	-15%	5.2k	49.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$226k	-2%	472.00	479.20	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$224k		713.00	313.90	View chart
Microsoft Corporation (MSFT)	0.1	$207k	-38%	560.00	370.15	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 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
Topel & Distasi Wealth Management 2022 Q2 filed Aug. 5, 2022

View all past filings

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