Topel & Distasi Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Topel & Distasi Wealth Management, LLC held in its portfolio 59 assets valued at $204,792,611 (i.e. $204.79M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($19.22M), VANGUARD INDEX FDS ($18.53M), and ISHARES TR ($15.30M).
The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Topel & Distasi Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 100648 | 19222766 | VALUE ETF |
| VANGUARD INDEX FDS | 37974 | 18526127 | GROWTH ETF |
| ISHARES TR | 171004 | 15298018 | CORE MSCI EAFE |
| ISHARES TR | 639725 | 14729669 | US TREAS BD ETF |
| ISHARES TR | 102588 | 11304172 | IBOXX INV CP ETF |
| ISHARES TR | 90146 | 10833746 | CORE S&P SCP ETF |
| VANGUARD CHARLOTTE FDS | 191910 | 9273091 | TOTAL INT BD ETF |
| ISHARES TR | 109681 | 7238973 | CORE S&P MCP ETF |
| ISHARES TR | 76375 | 6158116 | IBOXX HI YD ETF |
| ISHARES TR | 15355 | 5734171 | RUS 1000 ETF |
| VANGUARD TAX-MANAGED FDS | 90614 | 5660657 | VAN FTSE DEV MKT |
| ISHARES TR | 11292 | 5344504 | RUS 1000 GRW ETF |
| SPDR SERIES TRUST | 79882 | 4859677 | STATE STREET SPD |
| ISHARES TR | 126563 | 4732824 | BROAD USD HIGH |
| ISHARES TR | 79585 | 4533162 | CRE U S REIT ETF |
| VANGUARD INDEX FDS | 12415 | 3908242 | LARGE CAP ETF |
| ISHARES TR | 43166 | 3575008 | 1 3 YR TREAS BD |
| VANGUARD SCOTTSDALE FDS | 44263 | 3529089 | SHRT TRM CORP BD |
| ISHARES TR | 80188 | 3340632 | INTL TREA BD ETF |
| ISHARES TR | 15609 | 3283197 | RUS 1000 VAL ETF |
| VANGUARD WORLD FD | 26734 | 3233745 | ESG US STK ETF |
| ISHARES TR | 24363 | 3138685 | ESG MSCI KLD 400 |
| VANGUARD INDEX FDS | 10446 | 2694546 | SMALL CP ETF |
| VANGUARD SCOTTSDALE FDS | 8247 | 2548653 | VNG RUS1000IDX |
| VANGUARD INDEX FDS | 8510 | 2469772 | MID CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 42003 | 2258081 | FTSE EMR MKT ETF |
| VANGUARD SCOTTSDALE FDS | 26730 | 2238638 | INT-TERM CORP |
| ISHARES TR | 89381 | 2090148 | ESG AWRE USD ETF |
| SPDR INDEX SHS FDS | 39984 | 1871651 | PORTFOLIO EMG MK |
| ISHARES TR | 10645 | 1787721 | CORE S&P US GWT |
| VANGUARD WORLD FD | 23289 | 1667958 | ESG INTL STK ETF |
| ISHARES TR | 32281 | 1484280 | ESG AWARE MSCI |
| ISHARES TR | 2094 | 1434264 | CORE S&P500 ETF |
| ECOLAB INC | 4878 | 1280573 | COM |
| ISHARES TR | 25500 | 1188244 | ESG SELECT SCRE |
| VANGUARD INDEX FDS | 5505 | 1165904 | SM CP VAL ETF |
| APPLE INC | 4043 | 1099130 | COM |
| ISHARES TR | 19512 | 922079 | ESG ADVNCD HY BD |
| VANGUARD SCOTTSDALE FDS | 12145 | 727850 | INTER TERM TREAS |
| BARCLAYS BANK PLC | 18455 | 694093 | DJUBS CMDT ETN36 |
| VANGUARD BD INDEX FDS | 9026 | 668556 | TOTAL BND MRKT |
| ISHARES TR | 7207 | 645463 | CORE 80/20 AGGRE |
| META PLATFORMS INC | 850 | 561077 | CL A |
| VANGUARD INDEX FDS | 3107 | 551089 | MCAP VL IDXVIP |
| VANGUARD INTL EQUITY INDEX F | 6953 | 511463 | ALLWRLD EX US |
| SPDR S&P 500 ETF TR | 687 | 468634 | TR UNIT |
| AMAZON COM INC | 1909 | 440635 | COM |
| MICROSOFT CORP | 906 | 438144 | COM |
| SCHWAB STRATEGIC TR | 16466 | 436184 | US TIPS ETF |
| ISHARES INC | 8567 | 378404 | ESG AWR MSCI EM |
| ISHARES TR | 3742 | 355827 | ESG AW MSCI EAFE |
| ISHARES TR | 3547 | 341470 | RUS MID CAP ETF |
| ISHARES TR | 6231 | 340898 | MSCI EMG MKT ETF |
| VANGUARD MALVERN FDS | 6716 | 332173 | STRM INFPROIDX |
| VANGUARD INDEX FDS | 3020 | 267240 | REAL ESTATE ETF |
| NEXTERA ENERGY INC | 3132 | 251437 | COM |
| JOHNSON & JOHNSON | 1198 | 247926 | COM |
| BERKSHIRE HATHAWAY INC DEL | 485 | 243785 | CL B NEW |
| ISHARES TR | 713 | 230350 | RUS 2000 GRW ETF |
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