Topel & Distasi Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$233M
Signature - Title
Jarrett Topel - CCO
Location
Berkeley, CA
Summary
This page shows a list of all the recent 13F filings made by Topel & Distasi Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Topel & Distasi Wealth Management, LLC reported 78 stock holdings with total value $233M as of Q4 2024. Top holdings included VTV, VUG, IEFA, GOVT, and LQD.
Holdings Value