§ 13F · FUND PROFILE
Topel & Distasi Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $190.8T (13F)Positions · 60Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 101K | $19.2T | 9.4% | +2% |
| 2 | VUG | VANGUARD INDEX FDS | 38K | $18.5T | 9.0% | −9% |
| 3 | IEFA | ISHARES TR | 171K | $15.3T | 7.5% | ±0% |
| 4 | GOVT | ISHARES TR | 640K | $14.7T | 7.2% | +10% |
| 5 | LQD | ISHARES TR | 103K | $11.3T | 5.5% | +8% |
| 6 | IJR | ISHARES TR | 90K | $10.8T | 5.3% | ±0% |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 192K | $9.3T | 4.5% | +7% |
| 8 | IJH | ISHARES TR | 110K | $7.2T | 3.5% | +1% |
| 9 | HYG | ISHARES TR | 76K | $6.2T | 3.0% | +4% |
| 10 | IWB | ISHARES TR | 15K | $5.7T | 2.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOPEL SIGNAL
AC read
Topel & Distasi Wealth Management, LLC is a Other fund managing $190773.2 trillion in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed