Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Topel & Distasi Wealth Management, LLC (CIK 1880087) reported $193.5M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($19.7M, 10.20%), VUG ($17.1M, 8.83%), IEFA ($15.6M, 8.08%), GOVT ($14.9M, 7.71%), LQD ($11.4M, 5.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $19.7M | 10.20% | 100,565 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $17.1M | 8.83% | 39,095 | Added |
| 3 | IEFA | ISHARES TR | $15.6M | 8.08% | 172,617 | Added |
| 4 | GOVT | ISHARES TR | $14.9M | 7.71% | 651,472 | Added |
| 5 | LQD | ISHARES TR | $11.4M | 5.88% | 104,452 | Added |
| 6 | IJR | ISHARES TR | $11.0M | 5.68% | 88,365 | Trimmed |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $9.5M | 4.89% | 196,896 | Added |
| 8 | IJH | ISHARES TR | $7.1M | 3.68% | 105,464 | Trimmed |
| 9 | HYG | ISHARES TR | $6.1M | 3.14% | 76,313 | Trimmed |
| 10 | IWF | ISHARES TR | $4.9M | 2.52% | 11,452 | Added |
| 11 | USHY | ISHARES TR | $4.8M | 2.50% | 131,199 | Added |
| 12 | USRT | ISHARES TR | $4.8M | 2.48% | 80,956 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $4.2M | 2.19% | 65,991 | Trimmed |
| 14 | VV | VANGUARD INDEX FDS | $3.9M | 2.01% | 12,998 | Added |
| 15 | SHY | ISHARES TR | $3.5M | 1.83% | 42,967 | Trimmed |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $3.5M | 1.81% | 44,140 | Trimmed |
| 17 | IWD | ISHARES TR | $3.3M | 1.73% | 15,660 | Added |
| 18 | IGOV | ISHARES TR | $3.3M | 1.72% | 81,165 | Added |
| 19 | SPYV | SPDR SERIES TRUST | $3.1M | 1.59% | 54,436 | Trimmed |
| 20 | IWB | ISHARES TR | $2.8M | 1.47% | 7,953 | Trimmed |
| 21 | ESGV | VANGUARD WORLD FD | $2.8M | 1.46% | 25,198 | Trimmed |
| 22 | DSI | ISHARES TR | $2.7M | 1.42% | 22,655 | Trimmed |
| 23 | VB | VANGUARD INDEX FDS | $2.8M | 1.42% | 10,521 | Added |
| 24 | VO | VANGUARD INDEX FDS | $2.5M | 1.28% | 8,623 | Added |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.21% | 43,433 | Added |
Source: SEC Form 13F filings · as of 2026-03-31