Topel & Distasi Wealth Management, LLC: 13F holdings
CIK 18800872026Q2
| Positions | 57 |
|---|
| Reported value | $207.3m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 57 (-1 vs prior quarter) |
|---|
| Reported value | $207.3m (+7.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 96,813 | $21.1m | 10.2% |
| VUG VANGUARD INDEX FDS | 233,543 | $20.1m | 9.7% |
| IEFA ISHARES TR | 170,320 | $16.4m | 7.9% |
| GOVT ISHARES TR | 687,708 | $15.7m | 7.6% |
| IJR ISHARES TR | 83,428 | $12.4m | 6.0% |
| LQD ISHARES TR | 111,533 | $12.2m | 5.9% |
| BNDX VANGUARD CHARLOTTE FDS | 205,020 | $9.9m | 4.8% |
| IJH ISHARES TR | 100,941 | $7.8m | 3.8% |
| HYG ISHARES TR | 78,525 | $6.3m | 3.0% |
| IWF ISHARES TR | 45,130 | $5.6m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1880087")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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