StockDriftsStockDriftsTop 50 Topel & Distasi Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 10.18% | 96.8K | $21.1M | -3.73%(-3.75K) | $143.44(+58.61%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 9.71% | 233.5K | $20.1M | -0.44%(-1.03K) | $51.25(+74.01%) | 2026-06-30 | |
| IEFA | ISHARES TR | 7.94% | 170.3K | $16.4M | -1.33%(-2.30K) | $71.42(+41.87%) | 2026-06-30 | |
| GOVT | ISHARES TR | 7.56% | 687.7K | $15.7M | +5.56%(+36.24K) | $24.58(-8.62%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.97% | 83.4K | $12.4M | -5.59%(-4.94K) | $110.41(+35.82%) | 2026-06-30 | |
| LQD | ISHARES TR | 5.87% | 111.5K | $12.2M | +6.78%(+7.08K) | $121.43(-13.04%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.79% | 205.0K | $9.9M | +4.13%(+8.12K) | $53.02(-10.06%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.76% | 100.9K | $7.8M | -4.29%(-4.52K) | $54.71(+43.57%) | 2026-06-30 | |
| HYG | ISHARES TR | 3.03% | 78.5K | $6.3M | +2.90%(+2.21K) | $82.66(-3.57%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.7% | 45.1K | $5.6M | -1.48%(-678) | $69.04(+78.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.47% | +38.52% | — | — | +30.97% |
| Top 20 Holdings Unweighted | +11.19% | +37.46% | — | — | +29.10% |
Topel & Distasi Wealth Management, LLC reports $207.28M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are VTV (10.2%), VUG (9.7%) and IEFA (7.9%). The top 20 holdings account for 80.66% of reported assets. Its disclosed equity book has returned +38.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Topel & Distasi Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1880087). View Topel & Distasi Wealth Management, LLC’s 13F filings on SEC