Topel & Distasi Wealth Management, LLC: summary

Topel & Distasi Wealth Management, LLC reported 58 positions with a reported value of $201.53M in its 13F for Q3 2026. Compared with Q2 2026: 2 new positions, 1 exited.

Top positions

• VANGUARD MORNINGSTAR GROWTH ETF
• VANGUARD MORNINGSTAR VALUE ETF
• ISHARES CORE MSCI EAFE ETF
• ISHARES U.S. TREASURY BOND ETF
• ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
• ISHARES CORE S&P SMALL CAP ETF
• VANGUARD CHARLOTTE FDS
• ISHARES CORE S&P MID-CAP ETF
• ISHARES TR
• ISHARES RUSSELL 1000 GROWTH ETF