13F Filings History of Topel & Distasi Wealth Management, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$204,792,611
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 61 stock holdings with total value $204,792,611 as of Q4 2025. Top holdings included VTV, VUG, IEFA, GOVT, and LQD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 61 $204,792,611 +$5,070,002 -$4,730,541 +$339,461 VTV, VUG, IEFA, GOVT, LQD 13F-HR 09 Feb 2026, 15:36
Q3 2025 61 $202,631,342 +$4,847,413 -$2,601,165 +$2,246,248 VUG, VTV, IEFA, GOVT, IJR 13F-HR 10 Nov 2025, 14:24
Q2 2025 60 $190,773,208 +$1,072,796 -$37,076,769 -$36,003,973 VUG, VTV, IEFA, GOVT, LQD 13F-HR 07 Aug 2025, 17:12
Q1 2025 73 $214,191,530 +$5,330,585 -$21,131,347 -$15,800,762 VTV, VUG, IEFA, GOVT, LQD 13F-HR 09 May 2025, 14:37
Q4 2024 78 $233,499,969 +$6,521,933 -$5,235,942 +$1,285,991 VTV, VUG, IEFA, GOVT, LQD 13F-HR 30 Jan 2025, 18:56
Q3 2024 78 $241,241,965 +$4,312,805 -$4,723,737 -$410,932 VTV, VUG, IEFA, GOVT, LQD 13F-HR 12 Nov 2024, 13:45
Q2 2024 76 $227,599,867 +$1,535,582 -$799,206 +$736,376 VTV, VUG, IEFA, GOVT, IWF 13F-HR 09 Aug 2024, 17:00
Q1 2024 75 $226,144,703 +$17,098,520 -$6,319,533 +$10,778,987 VTV, IEFA, VUG, GOVT, IWF 13F-HR 06 May 2024, 21:52
Q4 2023 72 $210,502,681 +$10,731,815 -$9,030,015 +$1,701,800 VTV, VUG, IEFA, IWF, GOVT 13F-HR 12 Jan 2024, 20:40
Q3 2023 70 $190,727,437 +$2,276,251 -$2,579,674 -$303,423 VTV, VUG, IWF, IJR, GOVT 13F-HR 06 Nov 2023, 18:06
Q2 2023 72 $198,786,857 +$887,256 -$888,309 -$1,053 VUG, VTV, IWF, IJR, BNDX 13F-HR 07 Aug 2023, 21:48
Q1 2023 72 $191,640,835 +$14,150,019 -$9,946,831 +$4,203,188 VTV, VUG, IWF, IJR, BNDX 13F-HR 12 May 2023, 16:52
Q4 2022 69 $178,531,981 +$9,275,742 -$8,429,437 +$846,305 VTV, VUG, VEA, IJR, IEFA 13F-HR 31 Jan 2023, 20:41
Q3 2022 70 $181,092,000 +$13,062,340 -$8,109,935 +$4,952,405 VTV, VUG, IJR, VEA, IWF 13F-HR 21 Nov 2022, 09:20
Q2 2022 65 $172,777,000 +$11,593,322 -$52,465,359 -$40,872,037 VTV, VUG, IEFA, GOVT, IWF 13F-HR 04 Aug 2022, 17:33
Q1 2022 72 $238,732,000 +$31,400,771 -$24,196,031 +$7,204,740 VTV, VUG, IEFA, SHY, GOVT 13F-HR 20 Apr 2022, 20:38
Q4 2021 74 $245,175,000 $0 $0 $0 VTV, VUG, SHY, BSV, BNDX 13F-HR 23 Feb 2022, 09:14