Topel & Distasi Wealth Management, LLC - Q42025 Holdings

Topel & Distasi Wealth Management, LLC holds 61 stocks with a total portfolio value of $ 204.79M as of Q42025. In Q42025, Topel & Distasi Wealth Management, LLC added 0 new positions, increased stakes in 26 stocks, reduced 22 holdings, and fully exited 0 positions. The largest holding is Vanguard Index Fds (VTV), representing 9.39% of the total portfolio.