Topel & Distasi Wealth Management, LLC
All 13F Filings
- Location
- Berkeley, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 207,280
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 57 | 207,280 | 13F-HR | Topel & Distasi Wealth Management, LLC |
| Q1 2026 | 5/6/2026 | 58 | 193,475 | 13F-HR | Topel & Distasi Wealth Management, LLC |
| 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 | 4.591 K | 2.2% | 0 | 397 | -397 |
| ETFs | 202.7 K | 97.8% | 14.21 K | 0 | 14.21 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
207,280
Holdings
57
QoQ value change ($000)
13,805
(7.1%)
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.