Topel & Distasi Wealth Management, LLC Portfolio Holdings

Topel & Distasi Wealth Management, LLC

  • $191 Million
  • Q2 2025

Topel & Distasi Wealth Management, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $191 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $17.8M, Vanguard Value ETF with a value of $16.7M, Ishares Tr with a value of $13.9M, Ishares U.S. Treasury Bond ETF with a value of $12.9M, and Ishares Iboxx $ Investment Gra with a value of $9.93M.

Examining the 13F form we can see an decrease of $23.4M in the current position value, from $214M to 191M.

Below you can find more details about Topel & Distasi Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $191 Million
ETFs: $187 Million
Basic Materials: $1.31 Million
Technology: $829,000
Communication Services: $710,000
Utilities: $335,000
Healthcare: $243,000
Financial Services: $235,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $191 Million
  • Prior Value $214 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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