Topel & Distasi Wealth Management, LLC — 13F holdings

Topel & Distasi Wealth Management, LLC reported 57 holdings worth $207M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. VTV VANGUARD INDEX FDS — $21.1M (10.2%)
2. VUG VANGUARD INDEX FDS — $20.1M (9.7%)
3. IEFA ISHARES TR — $16.4M (7.9%)
4. GOVT ISHARES TR — $15.7M (7.6%)
5. IJR ISHARES TR — $12.4M (6.0%)
6. LQD ISHARES TR — $12.2M (5.9%)
7. BNDX VANGUARD CHARLOTTE FDS — $9.93M (4.8%)
8. IJH ISHARES TR — $7.78M (3.8%)
9. HYG ISHARES TR — $6.28M (3.0%)
10. IWF ISHARES TR — $5.60M (2.7%)