Topel & Distasi Wealth Management, LLC
All 13F Filings
- Location
- Berkeley, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 204,793
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 61 | 204,793 | 13F-HR | Topel & Distasi Wealth Management, LLC |
| Q3 2025 | 11/10/2025 | 61 | 202,631 | 13F-HR | Topel & Distasi Wealth Management, LLC |
| Q2 2025 | 8/7/2025 | 60 | 190,773 | 13F-HR | Topel & Distasi Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 58 K | 28.3% | 356 | 0 | 356 |
| ETFs | 142.1 K | 69.4% | 1.387 K | 0 | 1.387 K |
| Other | 4.733 K | 2.3% | 421 | 0 | 421 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
204,793
Holdings
61
QoQ value change ($000)
2,162
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.