Topel & Distasi Wealth Management, LLC - Portfolio overview

Topel & Distasi Wealth Management, LLC has 61 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Technology.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 9.92%
2. VUG - VANGUARD INDEX FDS, 8.59%
3. IEFA - ISHARES TR, 7.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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