Topel & Distasi Wealth Management, LLC
Topel & Distasi Wealth Management, LLC reported 57 positions worth $207.3M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: VTV (10.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $21.1M | 10.18% | 96,813 | — | — | |
| ▸ 2 | VUG | SH | $20.1M | 9.71% | 233,543 | — | — | |
| ▸ 3 | IEFA | SH | $16.4M | 7.94% | 170,320 | — | — | |
| ▸ 4 | GOVT | SH | $15.7M | 7.56% | 687,708 | — | — | |
| ▸ 5 | IJR | SH | $12.4M | 5.97% | 83,428 | — | — | |
| ▸ 6 | LQD | SH | $12.2M | 5.87% | 111,533 | — | — | |
| ▸ 7 | BNDX | SH | $9.9M | 4.79% | 205,020 | — | — | |
| ▸ 8 | IJH | SH | $7.8M | 3.76% | 100,941 | — | — | |
| ▸ 9 | HYG | SH | $6.3M | 3.03% | 78,525 | — | — | |
| ▸ 10 | IWF | SH | $5.6M | 2.70% | 45,130 | — | — |
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Frequently Asked Questions
What stocks does Topel & Distasi Wealth Management, LLC hold as of Q2 2026?
Topel & Distasi Wealth Management, LLC reported 57 positions worth $207.3M in its Q2 2026 13F filing. Largest positions: VTV (10.2%), VUG (9.7%), IEFA (7.9%), GOVT (7.6%) and IJR (6.0%).
What did Topel & Distasi Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Topel & Distasi Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.