Topel & Distasi Wealth Management, LLC

Est. AUM

$193.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$19.7M	100565	10.20%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$17.1M	39095	8.83%	SOLE
3	ISHARES TR	CORE MSCI EAFE	$15.6M	172617	8.08%	SOLE
4	ISHARES TR	US TREAS BD ETF	$14.9M	651472	7.71%	SOLE
5	ISHARES TR	IBOXX INV CP ETF	$11.4M	104452	5.88%	SOLE
6	ISHARES TR	CORE S&P SCP ETF	$11.0M	88365	5.68%	SOLE
7	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.5M	196896	4.89%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$7.1M	105464	3.68%	SOLE
9	ISHARES TR	IBOXX HI YD ETF	$6.1M	76313	3.14%	SOLE
10	ISHARES TR	RUS 1000 GRW ETF	$4.9M	11452	2.52%	SOLE
11	ISHARES TR	BROAD USD HIGH	$4.8M	131199	2.50%	SOLE
12	ISHARES TR	CRE U S REIT ETF	$4.8M	80956	2.48%	SOLE
13	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.2M	65991	2.19%	SOLE
14	VANGUARD INDEX FDS	LARGE CAP ETF	$3.9M	12998	2.01%	SOLE
15	ISHARES TR	1 3 YR TREAS BD	$3.5M	42967	1.83%	SOLE
16	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.5M	44140	1.81%	SOLE
17	ISHARES TR	RUS 1000 VAL ETF	$3.3M	15660	1.73%	SOLE
18	ISHARES TR	INTL TREA BD ETF	$3.3M	81165	1.72%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$3.1M	54436	1.59%	SOLE
20	ISHARES TR	RUS 1000 ETF	$2.8M	7953	1.47%	SOLE
21	VANGUARD WORLD FD	ESG US STK ETF	$2.8M	25198	1.46%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$2.8M	10521	1.42%	SOLE
23	ISHARES TR	ESG MSCI KLD 400	$2.7M	22655	1.42%	SOLE
24	VANGUARD INDEX FDS	MID CAP ETF	$2.5M	8623	1.28%	SOLE
25	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.3M	43433	1.21%	SOLE
26	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.3M	27975	1.20%	SOLE
27	ISHARES TR	CORE S&P US GWT	$2.1M	13625	1.09%	SOLE
28	ISHARES TR	ESG AWRE USD ETF	$2.1M	91152	1.09%	SOLE
29	SPDR INDEX SHS FDS	STATE STREET SPD	$1.7M	35422	0.86%	SOLE
30	VANGUARD WORLD FD	ESG INTL STK ETF	$1.5M	20811	0.77%	SOLE
31	ISHARES TR	ESG AWARE MSCI	$1.3M	27552	0.67%	SOLE
32	VANGUARD INDEX FDS	SM CP VAL ETF	$1.2M	5505	0.62%	SOLE
33	ECOLAB INC	COM	$1.2M	4474	0.62%	SOLE
34	APPLE INC	COM	$943K	3717	0.49%	SOLE
35	BARCLAYS BANK PLC	DJUBS CMDT ETN36	$888K	18455	0.46%	SOLE
36	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$833K	13993	0.43%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$831K	8603	0.43%	SOLE
38	ISHARES TR	ESG ADVNCD HY BD	$830K	17917	0.43%	SOLE
39	ISHARES TR	ESG SELECT SCRE	$806K	17762	0.42%	SOLE
40	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$651K	8841	0.34%	SOLE
41	ISHARES TR	CORE 80/20 AGGRE	$644K	7275	0.33%	SOLE
42	VANGUARD INDEX FDS	MCAP VL IDXVIP	$573K	3107	0.30%	SOLE
43	META PLATFORMS INC	CL A	$552K	964	0.29%	SOLE
44	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$518K	6893	0.27%	SOLE
45	STATE STR SPDR S&P 500 ETF T	TR UNIT	$439K	675	0.23%	SOLE
46	AMAZON COM INC	COM	$398K	1909	0.21%	SOLE
47	ISHARES TR	MSCI EMG MKT ETF	$354K	6231	0.18%	SOLE
48	ISHARES TR	RUS MID CAP ETF	$343K	3532	0.18%	SOLE
49	VANGUARD MALVERN FDS	STRM INFPROIDX	$332K	6639	0.17%	SOLE
50	ISHARES INC	ESG AWR MSCI EM	$326K	7175	0.17%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.