Topel & Distasi Wealth Management, LLC Top Holdings and 13F Report (2025) About Topel & Distasi Wealth Management, LLCInvestment ActivityTopel & Distasi Wealth Management, LLC has $190.77 million in total holdings as of June 30, 2025.Topel & Distasi Wealth Management, LLC owns shares of 60 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 0.56% of the portfolio was purchased this quarter.About 19.43% of the portfolio was sold this quarter.This quarter, Topel & Distasi Wealth Management, LLC has purchased 73 new stocks and bought additional shares in 15 stocks.Topel & Distasi Wealth Management, LLC sold shares of 27 stocks and completely divested from 14 stocks this quarter.Largest Holdings Vanguard Growth ETF $17,846,387Vanguard Value ETF $16,716,678iShares Core MSCI EAFE ETF $13,917,702iShares U.S. Treasury Bond ETF $12,857,930iShares iBoxx $ Investment Grade Corporate Bond ETF $9,929,022 Largest New Holdings this Quarter 464287648 - iShares Russell 2000 Growth ETF $216,182 Holding Largest Purchases this Quarter iShares Russell 2000 Growth ETF 756 shares (about $216.18K)iShares U.S. Treasury Bond ETF 5,641 shares (about $129.63K)iShares ESG MSCI KLD 400 ETF 899 shares (about $104.43K)Vanguard ESG U.S. Stock ETF 924 shares (about $101.31K)iShares ESG Aware USD Corporate Bond ETF 4,279 shares (about $99.40K) Largest Sales this Quarter iShares Russell 1000 Growth ETF 9,466 shares (about $4.02M)iShares Broad USD High Yield Corporate Bond ETF 66,882 shares (about $2.51M)Vanguard Value ETF 11,760 shares (about $2.08M)Vanguard Small-Cap ETF 7,704 shares (about $1.83M)Vanguard Large-Cap ETF 3,961 shares (about $1.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTopel & Distasi Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$17,846,387$31,126 ▼-0.2%40,7089.4%ETFVTVVanguard Value ETF$16,716,678$2,078,472 ▼-11.1%94,5838.8%ETFIEFAiShares Core MSCI EAFE ETF$13,917,702$1,118,048 ▼-7.4%166,7197.3%ETFGOVTiShares U.S. Treasury Bond ETF$12,857,930$129,630 ▲1.0%559,5276.7%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$9,929,022$213,520 ▼-2.1%90,5855.2%FinanceIJRiShares Core S&P Small-Cap ETF$9,546,809$62,295 ▲0.7%87,3535.0%ETFBNDXVanguard Total International Bond ETF$8,511,512$1,105,063 ▼-11.5%171,9154.5%ETFIJHiShares Core S&P Mid-Cap ETF$6,818,045$705,043 ▼-9.4%109,9333.6%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$5,879,708$285,178 ▼-4.6%72,9043.1%ETFVEAVanguard FTSE Developed Markets ETF$5,385,678$307,341 ▼-5.4%94,4692.8%ETFIWBiShares Russell 1000 ETF$5,368,262$11,885 ▲0.2%15,8092.8%ETFIWFiShares Russell 1000 Growth ETF$5,283,474$4,019,075 ▼-43.2%12,4442.8%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$4,052,243$2,508,744 ▼-38.2%108,0312.1%ETFUSRTiShares Core U.S. REIT ETF$4,035,669$598,857 ▼-12.9%71,3522.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,730,7430.0%71,2792.0%ETFVVVanguard Large-Cap ETF$3,690,070$1,130,073 ▼-23.4%12,9341.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,448,965$246,177 ▼-6.7%41,6241.8%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$3,441,953$2,385 ▲0.1%43,2951.8%ETFIGOViShares International Treasury Bond ETF$3,393,220$309,199 ▼-8.4%78,7291.8%ETFESGVVanguard ESG U.S. Stock ETF$3,080,445$101,307 ▲3.4%28,0961.6%ETFIVViShares Core S&P 500 ETF$3,036,8220.0%4,8911.6%ETFIWDiShares Russell 1000 Value ETF$3,021,248$83,130 ▼-2.7%15,5551.6%ETFDSIiShares ESG MSCI KLD 400 ETF$3,004,595$104,428 ▲3.6%25,8661.6%ETFVONEVanguard Russell 1000 ETF$2,630,8160.0%9,3671.4%ETFVBVanguard Small-Cap ETF$2,527,629$1,825,694 ▼-41.9%10,6661.3%ETFVOVanguard Mid-Cap ETF$2,411,015$91,784 ▼-3.7%8,6161.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,134,444$134,911 ▼-5.9%25,7411.1%ETFVWOVanguard FTSE Emerging Markets ETF$2,005,405$23,939 ▼-1.2%40,5461.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$1,950,391$99,401 ▲5.4%83,9601.0%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$1,780,9760.0%41,6700.9%ETFIUSGiShares Core S&P U.S. Growth ETF$1,601,008$1,127,248 ▼-41.3%10,6450.8%ManufacturingVSGXVanguard ESG International Stock ETF$1,551,826$66,090 ▲4.4%23,6920.8%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,378,232$79,560 ▲6.1%33,3470.7%ETFECLEcolab$1,314,3280.0%4,8780.7%Basic MaterialsVBRVanguard Small-Cap Value ETF$1,073,5300.0%5,5050.6%ETFVOEVanguard Mid-Cap Value ETF$887,0970.0%5,3940.5%ETFHYXFiShares ESG Advanced High Yield Corporate Bond ETF$861,603$41,278 ▲5.0%18,1390.5%ETFAAPLApple$829,5020.0%4,0430.4%Computer and TechnologyXJHiShares ESG Select Screened S&P Mid-Cap ETF$793,397$47,642 ▲6.4%19,1180.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$763,5160.0%8,6030.4%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$713,206$231,608 ▼-24.5%20,9890.4%FinanceMETAMeta Platforms$710,781$94,476 ▲15.3%9630.4%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$700,973$157,779 ▼-18.4%11,7200.4%ETFBNDVanguard Total Bond Market ETF$603,030$363,291 ▼-37.6%8,1900.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$553,530$19,182 ▼-3.3%6,6370.3%ETFVEUVanguard FTSE All-World ex-US ETF$473,632$34,887 ▼-6.9%7,0460.2%ETFSCHPSchwab U.S. TIPS ETF$439,3130.0%16,4660.2%ETFSPYSPDR S&P 500 ETF Trust$418,284$1,854 ▲0.4%6770.2%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$397,4380.0%3,8620.2%ETFESGEiShares ESG Aware MSCI EM ETF$348,182$7,051 ▲2.1%8,8890.2%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$335,3780.0%3,7590.2%ManufacturingNEENextEra Energy$335,1600.0%4,8280.2%UtilitiesVTIPVanguard Short-Term Inflation-Protected Securities ETF$324,040$3,217 ▼-1.0%6,4460.2%ManufacturingIWRiShares Russell Mid-Cap ETF$323,9180.0%3,5220.2%ETFXVViShares ESG Select Screened S&P 500 ETF$322,2810.0%6,7580.2%ETFEEMiShares MSCI Emerging Markets ETF$311,823$7,332 ▲2.4%6,4640.2%FinanceVNQVanguard Real Estate ETF$274,928$372,449 ▼-57.5%3,0870.1%ETFJNJJohnson & Johnson$243,6360.0%1,5950.1%MedicalBRK.BBerkshire Hathaway$235,5980.0%4850.1%FinanceIWOiShares Russell 2000 Growth ETF$216,182$216,182 ▲New Holding7560.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$0$4,845,079 ▼-100.0%00.0%ETFIAGGiShares Core International Aggregate Bond ETF$0$2,123,625 ▼-100.0%00.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$0$1,724,395 ▼-100.0%00.0%ETFVONVVanguard Russell 1000 Value ETF$0$1,618,527 ▼-100.0%00.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$0$1,432,864 ▼-100.0%00.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$0$1,252,677 ▼-100.0%00.0%ETFTIPiShares TIPS Bond ETF$0$1,102,568 ▼-100.0%00.0%ETFVBKVanguard Small-Cap Growth ETF$0$919,968 ▼-100.0%00.0%ETFVOTVanguard Mid-Cap Growth ETF$0$877,034 ▼-100.0%00.0%ETFVTWVVanguard Russell 2000 Value ETF$0$633,908 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$586,596 ▼-100.0%00.0%FinanceBSVVanguard Short-Term Bond ETF$0$417,389 ▼-100.0%00.0%ETFICFiShares Select U.S. REIT ETF$0$213,078 ▼-100.0%00.0%ETFMUBiShares National Muni Bond ETF$0$204,026 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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