Topel & Distasi Wealth Management, LLC Top Holdings and 13F Report (2026) About Topel & Distasi Wealth Management, LLCInvestment ActivityTopel & Distasi Wealth Management, LLC has $193.47 million in total holdings as of March 31, 2026.Topel & Distasi Wealth Management, LLC owns shares of 58 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 1.46% of the portfolio was purchased this quarter.About 6.12% of the portfolio was sold this quarter.This quarter, Topel & Distasi Wealth Management, LLC has purchased 61 new stocks and bought additional shares in 21 stocks.Topel & Distasi Wealth Management, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Value ETF $19,730,808Vanguard Growth ETF $17,076,422iShares Core MSCI EAFE ETF $15,627,017iShares U.S. Treasury Bond ETF $14,925,224iShares iBoxx $ Investment Grade Corporate Bond ETF $11,384,223 Largest Purchases this Quarter Vanguard Growth ETF 1,121 shares (about $489.64K)iShares Core S&P U.S. Growth ETF 2,980 shares (about $462.23K)iShares U.S. Treasury Bond ETF 11,747 shares (about $269.12K)Vanguard Total International Bond ETF 4,986 shares (about $239.58K)iShares iBoxx $ Investment Grade Corporate Bond ETF 1,864 shares (about $203.16K) Largest Sales this Quarter iShares Russell 1000 ETF 7,402 shares (about $2.64M)Vanguard FTSE Developed Markets ETF 24,623 shares (about $1.58M)SPDR Portfolio S&P 500 Value ETF 16,843 shares (about $952.98K)iShares Core S&P Mid-Cap ETF 4,217 shares (about $284.78K)iShares ESG Aware MSCI USA Small-Cap ETF 4,729 shares (about $222.36K) 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$19,730,808$16,285 â–¼-0.1%100,56510.2%ETFVUGVanguard Growth ETF$17,076,422$489,645 â–²3.0%39,0958.8%ETFIEFAiShares Core MSCI EAFE ETF$15,627,017$146,025 â–²0.9%172,6178.1%ETFGOVTiShares U.S. Treasury Bond ETF$14,925,224$269,124 â–²1.8%651,4727.7%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$11,384,223$203,157 â–²1.8%104,4525.9%FinanceIJRiShares Core S&P Small-Cap ETF$10,984,653$221,396 â–¼-2.0%88,3655.7%ETFBNDXVanguard Total International Bond ETF$9,460,853$239,577 â–²2.6%196,8964.9%ETFIJHiShares Core S&P Mid-Cap ETF$7,122,015$284,775 â–¼-3.8%105,4643.7%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$6,071,462$4,933 â–¼-0.1%76,3133.1%ETFIWFiShares Russell 1000 Growth ETF$4,883,133$68,224 â–²1.4%11,4522.5%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$4,833,371$170,790 â–²3.7%131,1992.5%ETFUSRTiShares Core U.S. REIT ETF$4,791,786$81,149 â–²1.7%80,9562.5%ETFVEAVanguard FTSE Developed Markets ETF$4,228,703$1,577,842 â–¼-27.2%65,9912.2%ETFVVVanguard Large-Cap ETF$3,884,452$174,230 â–²4.7%12,9982.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,547,785$16,431 â–¼-0.5%42,9671.8%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$3,498,978$9,750 â–¼-0.3%44,1401.8%ETFIWDiShares Russell 1000 Value ETF$3,346,072$10,897 â–²0.3%15,6601.7%ETFIGOViShares International Treasury Bond ETF$3,332,635$40,116 â–²1.2%81,1651.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,079,989$952,977 â–¼-23.6%54,4361.6%ETFIWBiShares Russell 1000 ETF$2,835,722$2,639,257 â–¼-48.2%7,9531.5%ETFESGVVanguard ESG U.S. Stock ETF$2,828,979$172,447 â–¼-5.7%25,1981.5%ETFVBVanguard Small-Cap ETF$2,755,660$19,644 â–²0.7%10,5211.4%ETFDSIiShares ESG MSCI KLD 400 ETF$2,745,559$206,992 â–¼-7.0%22,6551.4%ETFVOVanguard Mid-Cap ETF$2,476,353$32,451 â–²1.3%8,6231.3%ETFVWOVanguard FTSE Emerging Markets ETF$2,347,554$77,292 â–²3.4%43,4331.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,314,931$103,024 â–²4.7%27,9751.2%ETFIUSGiShares Core S&P U.S. Growth ETF$2,113,374$462,228 â–²28.0%13,6251.1%ManufacturingSUSCiShares ESG Aware USD Corporate Bond ETF$2,109,048$40,977 â–²2.0%91,1521.1%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$1,661,646$214,003 â–¼-11.4%35,4220.9%ETFVSGXVanguard ESG International Stock ETF$1,492,773$177,747 â–¼-10.6%20,8110.8%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,295,495$222,358 â–¼-14.6%27,5520.7%ETFVBRVanguard Small-Cap Value ETF$1,195,9610.0%5,5050.6%ETFECLEcolab$1,190,173$107,472 â–¼-8.3%4,4740.6%Basic MaterialsAAPLApple$943,337$82,736 â–¼-8.1%3,7170.5%Computer and TechnologyDJPiPath Bloomberg Commodity Index Total Return ETN$888,4240.0%18,4550.5%FinanceVGITVanguard Intermediate-Term Treasury ETF$833,283$110,048 â–²15.2%13,9930.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$831,2220.0%8,6030.4%ETFHYXFiShares ESG Advanced High Yield Corporate Bond ETF$829,769$73,867 â–¼-8.2%17,9170.4%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$805,862$71,140 â–¼-8.1%17,7620.4%ETFBNDVanguard Total Bond Market ETF$651,051$13,623 â–¼-2.0%8,8410.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$643,769$6,017 â–²0.9%7,2750.3%ETFVOEVanguard Mid-Cap Value ETF$572,5580.0%3,1070.3%ETFMETAMeta Platforms$551,533$65,223 â–²13.4%9640.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$517,664$4,506 â–¼-0.9%6,8930.3%ETFSPYSPDR S&P 500 ETF Trust$439,206$7,808 â–¼-1.7%6750.2%FinanceAMZNAmazon.com$397,5870.0%1,9090.2%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$353,8580.0%6,2310.2%FinanceIWRiShares Russell Mid-Cap ETF$343,416$1,458 â–¼-0.4%3,5320.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$331,618$3,846 â–¼-1.1%6,6390.2%ManufacturingESGEiShares ESG Aware MSCI EM ETF$326,247$63,294 â–¼-16.2%7,1750.2%ManufacturingJNJJohnson & Johnson$292,8390.0%1,1980.2%MedicalNEENextEra Energy$290,9000.0%3,1320.2%UtilitiesVNQVanguard Real Estate ETF$278,518$10,644 â–²4.0%3,1400.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$264,389$93,421 â–¼-26.1%2,7650.1%ManufacturingXVViShares ESG Select Screened S&P 500 ETF$257,716$45,971 â–¼-15.1%5,2360.1%ETFBRK.BBerkshire Hathaway$226,182$6,230 â–¼-2.7%4720.1%FinanceIWOiShares Russell 2000 Growth ETF$223,8140.0%7130.1%ETFMSFTMicrosoft$207,283$128,071 â–¼-38.2%5600.1%Computer and TechnologyVONEVanguard Russell 1000 ETF$0$2,548,653 â–¼-100.0%00.0%ETFIVViShares Core S&P 500 ETF$0$1,434,264 â–¼-100.0%00.0%ETFSCHPSchwab U.S. TIPS ETF$0$436,184 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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