Topel & Distasi Wealth Management, LLC Portfolio Holdings
Topel & Distasi Wealth Management, LLC
- $203 Million
- Q3 2025
Topel & Distasi Wealth Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $203 Million distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $19.9M, Vanguard Value ETF with a value of $18.4M, Ishares Tr with a value of $14.9M, Ishares U.S. Treasury Bond ETF with a value of $13.4M, and Ishares Core S&P Sm Cap ETF with a value of $10.7M.
Examining the 13F form we can see an increase of $11.8M in the current position value, from $191M to 203M.
Below you can find more details about Topel & Distasi Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$203 Million
ETFs: $198 Million
Technology: $1.5 Million
Basic Materials: $1.34 Million
Communication Services: $801,000
Consumer Cyclical: $419,000
Financial Services: $243,000
Utilities: $236,000
Healthcare: $222,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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