Topel & Distasi Wealth Management, LLC Top Holdings and 13F Report (2026) About Topel & Distasi Wealth Management, LLCInvestment ActivityTopel & Distasi Wealth Management, LLC has $201.53 million in total holdings as of September 30, 2026.Topel & Distasi Wealth Management, LLC owns shares of 58 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 0.54% of the portfolio was purchased this quarter.About 1.71% of the portfolio was sold this quarter.This quarter, Topel & Distasi Wealth Management, LLC has purchased 57 new stocks and bought additional shares in 22 stocks.Topel & Distasi Wealth Management, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Growth ETF $20,605,687Vanguard Value ETF $20,296,141iShares Core MSCI EAFE ETF $16,495,758iShares U.S. Treasury Bond ETF $15,175,506iShares iBoxx $ Investment Grade Corporate Bond ETF $11,418,819 Largest New Holdings this Quarter 922042742 - Vanguard Total World Stock ETF $210,695 Holding909214306 - Unisys $24,024 Holding Largest Purchases this Quarter Vanguard Total World Stock ETF 1,335 shares (about $210.70K)iShares U.S. Treasury Bond ETF 6,188 shares (about $135.33K)iShares ESG Aware USD Corporate Bond ETF 5,682 shares (about $124.69K)iShares ESG MSCI KLD 400 ETF 671 shares (about $98.09K)Vanguard ESG U.S. Stock ETF 612 shares (about $82.94K) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 15,720 shares (about $960.96K)Vanguard Value ETF 2,884 shares (about $623.17K)iShares Core S&P Small-Cap ETF 3,988 shares (about $542.53K)Vanguard Growth ETF 4,870 shares (about $438.83K)Vanguard Short-Term Corporate Bond ETF 2,798 shares (about $216.15K) 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 PortfolioSectorVUGVanguard Growth ETF$20,605,687$438,835 ▼-2.1%228,67310.2%ETFVTVVanguard Value ETF$20,296,141$623,174 ▼-3.0%93,92910.1%ETFIEFAiShares Core MSCI EAFE ETF$16,495,758$4,844 ▼0.0%170,2708.2%ETFGOVTiShares U.S. Treasury Bond ETF$15,175,506$135,332 ▲0.9%693,8967.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$11,418,819$22,377 ▲0.2%111,7525.7%ETFIJRiShares Core S&P Small-Cap ETF$10,807,018$542,528 ▼-4.8%79,4405.4%ETFBNDXVanguard Total International Bond ETF$9,599,867$9,421 ▼-0.1%204,8194.8%ETFIJHiShares Core S&P Mid-Cap ETF$7,276,921$14,246 ▲0.2%101,1393.6%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$6,079,515$16,600 ▲0.3%78,7403.0%ETFIWFiShares Russell 1000 Growth ETF$5,680,666$27,682 ▲0.5%45,3512.8%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$4,849,669$12,609 ▼-0.3%135,7692.4%ETFUSRTiShares Core U.S. REIT ETF$4,835,385$6,096 ▲0.1%78,5222.4%ETFVVVanguard Large-Cap ETF$4,400,940$65,092 ▼-1.5%12,5082.2%ETFVEAVanguard FTSE Developed Markets ETF$4,230,033$2,683 ▲0.1%59,9072.1%ETFIWDiShares Russell 1000 Value ETF$3,759,611$23,801 ▼-0.6%15,1641.9%ETFESGVVanguard ESG U.S. Stock ETF$3,510,091$82,944 ▲2.4%25,8991.7%ETFDSIiShares ESG MSCI KLD 400 ETF$3,409,941$98,087 ▲3.0%23,3271.7%ETFIGOViShares International Treasury Bond ETF$3,371,144$9,425 ▲0.3%84,7661.7%ETFIWBiShares Russell 1000 ETF$3,299,495$2,081 ▼-0.1%7,9291.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,295,583$198,128 ▼-5.7%40,5861.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,192,279$216,146 ▼-6.3%41,3241.6%ETFVBVanguard Small-Cap ETF$2,722,285$23,613 ▼-0.9%9,5691.4%ETFIUSGiShares Core S&P U.S. Growth ETF$2,639,8440.0%13,6251.3%ETFVOVanguard Mid-Cap ETF$2,598,839$6,430 ▼-0.2%33,1401.3%ETFVWOVanguard FTSE Emerging Markets ETF$2,521,209$29,952 ▲1.2%42,5091.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,366,709$960,964 ▼-28.9%38,7161.2%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$2,261,015$124,691 ▲5.8%103,0311.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,140,369$14,331 ▲0.7%27,3321.1%ETFVSGXVanguard ESG International Stock ETF$1,639,722$31,293 ▲1.9%20,2260.8%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,351,480$20,540 ▲1.5%25,9900.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,325,6770.0%25,6120.7%ETFECLEcolab$1,228,4710.0%4,4740.6%MaterialsMSFTMicrosoft$933,462$35,389 ▼-3.7%1,8200.5%TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$920,2630.0%8,6030.5%ETFHYXFiShares ESG Advanced High Yield Corporate Bond ETF$898,131$53,317 ▲6.3%19,9110.4%ETFMETAMeta Platforms$881,094$78,319 ▲9.8%1,2150.4%Communication ServicesXJHiShares ESG Select Screened S&P Mid-Cap ETF$840,870$16,341 ▲2.0%17,2380.4%ETFAAPLApple$820,228$20,647 ▼-2.5%2,4630.4%TechnologyVGITVanguard Intermediate-Term Treasury ETF$810,918$22,834 ▲2.9%14,3120.4%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$744,023$25,874 ▲3.6%7,6490.4%ETFBNDVanguard Total Bond Market ETF$697,081$11,364 ▲1.7%9,9370.3%ETFVOEVanguard Mid-Cap Value ETF$607,5120.0%3,1070.3%ETFVEUVanguard FTSE All-World ex-US ETF$517,650$498 ▼-0.1%6,2390.3%ETFSPYSPDR S&P 500 ETF Trust$491,565$22,863 ▼-4.4%6450.2%ETFAMZNAmazon.com$490,5760.0%1,9690.2%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$369,8570.0%3,4660.2%ETFEEMiShares MSCI Emerging Markets ETF$366,8110.0%5,4920.2%ETFESGEiShares ESG Aware MSCI EM ETF$359,677$1,841 ▲0.5%6,6410.2%ETFJNJJohnson & Johnson$300,745$16,414 ▼-5.2%1,1360.1%HealthcareXVViShares ESG Select Screened S&P 500 ETF$300,4200.0%5,1530.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$296,452$5,906 ▼-2.0%6,0230.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$279,8840.0%2,7160.1%ETFVNQVanguard Real Estate ETF$274,268$1,434 ▼-0.5%3,0600.1%ETFIWOiShares Russell 2000 Growth ETF$254,7640.0%7140.1%ETFNEENextEra Energy$237,2180.0%3,1320.1%UtilitiesBRK.BBerkshire Hathaway$218,600$16,432 ▼-7.0%4390.1%FinanceVTVanguard Total World Stock ETF$210,695$210,695 ▲New Holding1,3350.1%ETFUISUnisys$24,024$24,024 ▲New Holding10,4000.0%TechnologyIWMiShares Russell 2000 ETF$0$207,640 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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