13F Insight
DOSSIER · 13F-HR · Q2 2026

Topel & Distasi Wealth Management, LLC

$207M in tracked AUM across 57 positions as of Q2 2026.

T&
CIK 0001880087 · last filed Jun 30, 2026
Total AUM
$207M
as of Q2 2026
Holdings
57
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Topel & Distasi Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$21M97K10.2%02
VUG
VANGUARD INDEX FDS
$20M234K9.7%03
IEFA
ISHARES TR
$16M170K7.9%04
GOVT
ISHARES TR
$16M688K7.6%05
IJR
ISHARES TR
$12M83K6.0%06
LQD
ISHARES TR
$12M112K5.9%07
BNDX
VANGUARD CHARLOTTE FDS
$10M205K4.8%08
IJH
ISHARES TR
$8M101K3.8%09
HYG
ISHARES TR
$6M79K3.0%10
IWF
ISHARES TR
$6M45K2.7%

Filing history

2026Q2Jun 30
$207M▲ 7.1%
57 positionsView →2026Q1Mar 31
$193M▼ 5.5%
58 positionsView →2025Q4Dec 31
$205M▲ 1.1%
61 positionsView →2025Q3Sep 30
$203M▲ 6.2%
61 positionsView →2025Q2Jun 30
$191M▼ 10.9%
60 positionsLocked2025Q1Mar 31
$214M▼ 8.3%
73 positionsLocked2024Q4Dec 31
$233M▼ 3.2%
78 positionsLocked2024Q3Sep 30
$241M▲ 6.0%
78 positionsLocked2024Q2Jun 30
$228M▲ 0.6%
76 positionsLocked2024Q1Mar 31
$226M▲ 7.4%
75 positionsLocked2023Q4Dec 31
$211M▲ 10.4%
72 positionsLocked2023Q3Sep 30
$191M▼ 4.1%
70 positionsLocked
Showing 12 of 19