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The Analysis of Topel & Distasi Wealth Management, LLC's Holdings & P&L

Currently, Topel & Distasi Wealth Management, LLC holds 58 types of securities in its portfolio with a total value $193.5M. In the most recent quarter, they have increased their positions in VUG (+1.1K shares, valued at $489.6K), IUSG (+3.0K shares, valued at $462.2K), GOVT (+11.7K shares, valued at $269.1K); decreased their positions in IWB (-7.4K shares, valued at $2.6M), VEA (-24.6K shares, valued at $1.6M), SPYV (-16.8K shares, valued at $953.0K).

1M P&L

-11.7M-5.37%

3M P&L

-109.5M-34.59%

HY P&L

-102.0M-33.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A189.4M

98.0%

2Specialty Chemicals1.2M

0.6%

3Consumer Electronics943.3K

0.5%

Top Industries by Stock Count

1N/A50 stocks

87.7%

2Internet Retail1 stocks

1.8%

3Consumer Electronics1 stocks

1.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS100.6K shares-0.08%2026-03-312026-05-07

VUG VANGUARD INDEX FDS39.1K shares2.95%2026-03-312026-05-07

IEFA ISHARES TR172.6K shares0.94%2026-03-312026-05-07

GOVT ISHARES TR651.5K shares1.84%2026-03-312026-05-07

LQD ISHARES TR104.5K shares1.82%2026-03-312026-05-07

IJR ISHARES TR88.4K shares-1.98%2026-03-312026-05-07

BNDX VANGUARD CHARLOTTE FDS196.9K shares2.60%2026-03-312026-05-07

IJH ISHARES TR105.5K shares-3.84%2026-03-312026-05-07

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HYG ISHARES TR76.3K shares-0.08%2026-03-312026-05-07

IWF ISHARES TR11.5K shares1.42%2026-03-312026-05-07

USHY ISHARES TR131.2K shares3.66%2026-03-312026-05-07

USRT ISHARES TR81.0K shares1.72%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS66.0K shares-27.17%2026-03-312026-05-07

VV VANGUARD INDEX FDS13.0K shares4.70%2026-03-312026-05-07

SHY ISHARES TR43.0K shares-0.46%2026-03-312026-05-07

VCSH VANGUARD SCOTTSDALE FDS44.1K shares-0.28%2026-03-312026-05-07

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IWD ISHARES TR15.7K shares0.33%2026-03-312026-05-07

IGOV ISHARES TR81.2K shares1.22%2026-03-312026-05-07

SPYV SPDR SERIES TRUST54.4K shares-23.63%2026-03-312026-05-07

IWB ISHARES TR8.0K shares-48.21%2026-03-312026-05-07

ESGV VANGUARD WORLD FD25.2K shares-5.75%2026-03-312026-05-07

VB VANGUARD INDEX FDS10.5K shares0.72%2026-03-312026-05-07

DSI ISHARES TR22.7K shares-7.01%2026-03-312026-05-07

VO VANGUARD INDEX FDS8.6K shares1.33%2026-03-312026-05-07

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VWO VANGUARD INTL EQUITY INDEX F43.4K shares3.40%2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS28.0K shares4.66%2026-03-312026-05-07

IUSG ISHARES TR13.6K shares27.99%2026-03-312026-05-07

SUSC ISHARES TR91.2K shares1.98%2026-03-312026-05-07

SPEM SPDR INDEX SHS FDS35.4K shares-11.41%2026-03-312026-05-07

VSGX VANGUARD WORLD FD20.8K shares-10.64%2026-03-312026-05-07

ESML ISHARES TR27.6K shares-14.65%2026-03-312026-05-07

VBR VANGUARD INDEX FDS5.5K shares0.00%2026-03-312026-05-07

Sponsored

ECL ECOLAB INC4.5K shares-8.28%2026-03-312026-05-07

AAPL APPLE INC3.7K shares-8.06%2026-03-312026-05-07

DJP BARCLAYS BANK PLC18.5K shares0.00%2026-03-312026-05-07

VGIT VANGUARD SCOTTSDALE FDS14.0K shares15.22%2026-03-312026-05-07

SLYG SPDR SERIES TRUST8.6K shares0.00%2026-03-312026-05-07

HYXF ISHARES TR17.9K shares-8.17%2026-03-312026-05-07

XJH ISHARES TR17.8K shares-8.11%2026-03-312026-05-07

BND VANGUARD BD INDEX FDS8.8K shares-2.05%2026-03-312026-05-07

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AOA ISHARES TR7.3K shares0.94%2026-03-312026-05-07

VOE VANGUARD INDEX FDS3.1K shares0.00%2026-03-312026-05-07

META META PLATFORMS INC964 shares13.41%2026-03-312026-05-07

VEU VANGUARD INTL EQUITY INDEX F6.9K shares-0.86%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T675 shares-1.75%2026-03-312026-05-07

AMZN AMAZON COM INC1.9K shares0.00%2026-03-312026-05-07

EEM ISHARES TR6.2K shares0.00%2026-03-312026-05-07

IWR ISHARES TR3.5K shares-0.42%2026-03-312026-05-07

Sponsored

VTIP VANGUARD MALVERN FDS6.6K shares-1.15%2026-03-312026-05-07

ESGE ISHARES INC7.2K shares-16.25%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON1.2K shares0.00%2026-03-312026-05-07

NEE NEXTERA ENERGY INC3.1K shares0.00%2026-03-312026-05-07

VNQ VANGUARD INDEX FDS3.1K shares3.97%2026-03-312026-05-07

ESGD ISHARES TR2.8K shares-26.11%2026-03-312026-05-07

XVV ISHARES TR5.2K shares-15.14%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL472 shares-2.68%2026-03-312026-05-07

Sponsored

IWO ISHARES TR713 shares0.00%2026-03-312026-05-07

MSFT MICROSOFT CORP560 shares-38.19%2026-03-312026-05-07

VTV

VANGUARD INDEX FDS

-0.08%

Shares100.6K

Event2026-03-31

Filed2026-05-07

VUG

VANGUARD INDEX FDS

2.95%

Shares39.1K

Event2026-03-31

Filed2026-05-07

IEFA

ISHARES TR

0.94%

Shares172.6K

Event2026-03-31

Filed2026-05-07

GOVT

ISHARES TR

1.84%

Shares651.5K

Event2026-03-31

Filed2026-05-07

LQD

ISHARES TR

1.82%

Shares104.5K

Event2026-03-31

Filed2026-05-07

IJR

ISHARES TR

-1.98%

Shares88.4K

Event2026-03-31

Filed2026-05-07

BNDX

VANGUARD CHARLOTTE FDS

2.60%

Shares196.9K

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

-3.84%

Shares105.5K

Event2026-03-31

Filed2026-05-07

HYG

ISHARES TR

-0.08%

Shares76.3K

Event2026-03-31

Filed2026-05-07

IWF

ISHARES TR

1.42%

Shares11.5K

Event2026-03-31

Filed2026-05-07

USHY

ISHARES TR

3.66%

Shares131.2K

Event2026-03-31

Filed2026-05-07

USRT

ISHARES TR

1.72%

Shares81.0K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

-27.17%

Shares66.0K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

4.70%

Shares13.0K

Event2026-03-31

Filed2026-05-07

SHY

ISHARES TR

-0.46%

Shares43.0K

Event2026-03-31

Filed2026-05-07

VCSH

VANGUARD SCOTTSDALE FDS

-0.28%

Shares44.1K

Event2026-03-31

Filed2026-05-07

IWD

ISHARES TR

0.33%

Shares15.7K

Event2026-03-31

Filed2026-05-07

IGOV

ISHARES TR

1.22%

Shares81.2K

Event2026-03-31

Filed2026-05-07

SPYV

SPDR SERIES TRUST

-23.63%

Shares54.4K

Event2026-03-31

Filed2026-05-07

IWB

ISHARES TR

-48.21%

Shares8.0K

Event2026-03-31

Filed2026-05-07

ESGV

VANGUARD WORLD FD

-5.75%

Shares25.2K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

0.72%

Shares10.5K

Event2026-03-31

Filed2026-05-07

DSI

ISHARES TR

-7.01%

Shares22.7K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

1.33%

Shares8.6K

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD INTL EQUITY INDEX F

3.40%

Shares43.4K

Event2026-03-31

Filed2026-05-07

VCIT

VANGUARD SCOTTSDALE FDS

4.66%

Shares28.0K

Event2026-03-31

Filed2026-05-07

IUSG

ISHARES TR

27.99%

Shares13.6K

Event2026-03-31

Filed2026-05-07

SUSC

ISHARES TR

1.98%

Shares91.2K

Event2026-03-31

Filed2026-05-07

SPEM

SPDR INDEX SHS FDS

-11.41%

Shares35.4K

Event2026-03-31

Filed2026-05-07

VSGX

VANGUARD WORLD FD

-10.64%

Shares20.8K

Event2026-03-31

Filed2026-05-07

ESML

ISHARES TR

-14.65%

Shares27.6K

Event2026-03-31

Filed2026-05-07

VBR

VANGUARD INDEX FDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-07

ECL

ECOLAB INC

-8.28%

Shares4.5K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-8.06%

Shares3.7K

Event2026-03-31

Filed2026-05-07

DJP

BARCLAYS BANK PLC

0.00%

Shares18.5K

Event2026-03-31

Filed2026-05-07

VGIT

VANGUARD SCOTTSDALE FDS

15.22%

Shares14.0K

Event2026-03-31

Filed2026-05-07

SLYG

SPDR SERIES TRUST

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-07

HYXF

ISHARES TR

-8.17%

Shares17.9K

Event2026-03-31

Filed2026-05-07

XJH

ISHARES TR

-8.11%

Shares17.8K

Event2026-03-31

Filed2026-05-07

BND

VANGUARD BD INDEX FDS

-2.05%

Shares8.8K

Event2026-03-31

Filed2026-05-07

AOA

ISHARES TR

0.94%

Shares7.3K

Event2026-03-31

Filed2026-05-07

VOE

VANGUARD INDEX FDS

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-07