Topel & Distasi Wealth Management, LLC Top Holdings and 13F Report (2026) About Topel & Distasi Wealth Management, LLCInvestment ActivityTopel & Distasi Wealth Management, LLC has $207.28 million in total holdings as of June 30, 2026.Topel & Distasi Wealth Management, LLC owns shares of 57 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 12.77% of the portfolio was purchased this quarter.About 3.24% of the portfolio was sold this quarter.This quarter, Topel & Distasi Wealth Management, LLC has purchased 58 new stocks and bought additional shares in 20 stocks.Topel & Distasi Wealth Management, LLC sold shares of 27 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Value ETF $21,098,531Vanguard Growth ETF $20,117,432iShares Core MSCI EAFE ETF $16,449,506iShares U.S. Treasury Bond ETF $15,665,988iShares Core S&P Small-Cap ETF $12,373,207 Largest New Holdings this Quarter 464287655 - iShares Russell 2000 ETF $207,640 Holding Largest Purchases this Quarter Vanguard Growth ETF 194,448 shares (about $16.75M)iShares Russell 1000 Growth ETF 33,678 shares (about $4.18M)Vanguard Mid-Cap ETF 24,599 shares (about $1.98M)iShares U.S. Treasury Bond ETF 36,236 shares (about $825.46K)iShares iBoxx $ Investment Grade Corporate Bond ETF 7,081 shares (about $772.32K) Largest Sales this Quarter Vanguard Value ETF 3,752 shares (about $817.68K)iShares Core S&P Small-Cap ETF 4,937 shares (about $732.21K)SPDR Portfolio Emerging Markets ETF 9,810 shares (about $507.96K)Vanguard FTSE Developed Markets ETF 6,122 shares (about $436.19K)iShares Core S&P Mid-Cap ETF 4,523 shares (about $348.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTopel & Distasi Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$21,098,531$817,676 â–¼-3.7%96,81310.2%ETFVUGVanguard Growth ETF$20,117,432$16,749,782 â–²497.4%233,5439.7%ETFIEFAiShares Core MSCI EAFE ETF$16,449,506$221,844 â–¼-1.3%170,3207.9%ETFGOVTiShares U.S. Treasury Bond ETF$15,665,988$825,456 â–²5.6%687,7087.6%ETFIJRiShares Core S&P Small-Cap ETF$12,373,207$732,206 â–¼-5.6%83,4286.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$12,164,904$772,325 â–²6.8%111,5335.9%ETFBNDXVanguard Total International Bond ETF$9,929,119$393,445 â–²4.1%205,0204.8%ETFIJHiShares Core S&P Mid-Cap ETF$7,783,523$348,767 â–¼-4.3%100,9413.8%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$6,279,644$176,894 â–²2.9%78,5253.0%ETFIWFiShares Russell 1000 Growth ETF$5,603,792$4,181,797 â–²294.1%45,1302.7%ETFUSRTiShares Core U.S. REIT ETF$5,211,208$168,318 â–¼-3.1%78,4232.5%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$5,039,236$182,249 â–²3.8%136,1222.4%ETFVVVanguard Large-Cap ETF$4,365,250$104,893 â–¼-2.3%12,6932.1%ETFVEAVanguard FTSE Developed Markets ETF$4,265,666$436,192 â–¼-9.3%59,8692.1%ETFIWDiShares Russell 1000 Value ETF$3,699,482$96,972 â–¼-2.6%15,2601.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,532,865$4,844 â–²0.1%43,0261.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,486,962$1,423 â–¼0.0%44,1221.7%ETFIGOViShares International Treasury Bond ETF$3,468,225$138,025 â–²4.1%84,5291.7%ETFESGVVanguard ESG U.S. Stock ETF$3,343,953$11,769 â–²0.4%25,2871.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,309,1640.0%54,4361.6%ETFIWBiShares Russell 1000 ETF$3,248,973$7,781 â–¼-0.2%7,9341.6%ETFDSIiShares ESG MSCI KLD 400 ETF$3,225,988$142 â–²0.0%22,6561.6%ETFVBVanguard Small-Cap ETF$2,925,714$263,411 â–¼-8.3%9,6521.4%ETFVOVanguard Mid-Cap ETF$2,676,697$1,981,942 â–²285.3%33,2221.3%ETFIUSGiShares Core S&P U.S. Growth ETF$2,562,7260.0%13,6251.2%ETFVWOVanguard FTSE Emerging Markets ETF$2,507,219$85,297 â–¼-3.3%42,0041.2%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$2,253,766$143,469 â–²6.8%97,3491.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,243,865$68,269 â–¼-3.0%27,1491.1%ETFVSGXVanguard ESG International Stock ETF$1,633,626$79,952 â–¼-4.7%19,8400.8%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,431,528$109,455 â–¼-7.1%25,5950.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,326,189$507,962 â–¼-27.7%25,6120.6%ETFECLEcolab$1,246,5010.0%4,4740.6%MaterialsSLYGSPDR S&P 600 Small Cap Growth ETF$1,024,8750.0%8,6030.5%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$881,491$44,797 â–¼-4.8%16,9030.4%ETFHYXFiShares ESG Advanced High Yield Corporate Bond ETF$874,936$37,933 â–²4.5%18,7290.4%ETFVGITVanguard Intermediate-Term Treasury ETF$820,353$4,954 â–¼-0.6%13,9090.4%ETFAAPLApple$730,634$344,917 â–¼-32.1%2,5250.4%TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$720,586$10,541 â–²1.5%7,3830.3%ETFBNDVanguard Total Bond Market ETF$717,583$68,565 â–²10.6%9,7750.3%ETFMSFTMicrosoft$704,623$495,735 â–²237.3%1,8890.3%TechnologyMETAMeta Platforms$623,562$80,550 â–²14.8%1,1070.3%Communication ServicesVOEVanguard Mid-Cap Value ETF$613,9430.0%3,1070.3%ETFVEUVanguard FTSE All-World ex-US ETF$523,019$54,270 â–¼-9.4%6,2450.3%ETFSPYSPDR S&P 500 ETF Trust$504,4100.0%6750.2%ETFAMZNAmazon.com$469,291$14,300 â–²3.1%1,9690.2%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$382,369$7,281 â–¼-1.9%3,4660.2%ETFEEMiShares MSCI Emerging Markets ETF$375,708$50,555 â–¼-11.9%5,4920.2%ETFESGEiShares ESG Aware MSCI EM ETF$361,337$31,064 â–¼-7.9%6,6070.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$308,563$24,914 â–¼-7.5%6,1430.1%ETFJNJJohnson & Johnson$304,2560.0%1,1980.1%HealthcareVNQVanguard Real Estate ETF$296,619$6,172 â–¼-2.0%3,0760.1%ETFXVViShares ESG Select Screened S&P 500 ETF$292,639$4,714 â–¼-1.6%5,1530.1%ETFIWOiShares Russell 2000 Growth ETF$281,100$394 â–²0.1%7140.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$279,232$5,038 â–¼-1.8%2,7160.1%ETFNEENextEra Energy$274,8960.0%3,1320.1%UtilitiesBRK.BBerkshire Hathaway$236,1840.0%4720.1%FinanceIWMiShares Russell 2000 ETF$207,640$207,640 â–²New Holding6910.1%ETFVBRVanguard Small-Cap Value ETF$0$1,195,961 â–¼-100.0%00.0%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$0$888,424 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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