Topel & Distasi Wealth Management, LLC - Q12026 Holdings

Topel & Distasi Wealth Management, LLC holds 58 stocks with a total portfolio value of $ 193.47M as of Q12026. In Q12026, Topel & Distasi Wealth Management, LLC added 0 new positions, increased stakes in 21 stocks, reduced 28 holdings, and fully exited 3 positions. The largest holding is Vanguard Index Fds (VTV), representing 10.20% of the total portfolio.