• 13F History

Topel & Distasi Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$233M
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 78 stock holdings with total value $233M as of Q4 2024. Top holdings included VTV, VUG, IEFA, GOVT, and LQD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 78 $233M +$6.52M -$5.24M +$1.29M VTV, VUG, IEFA, GOVT, LQD 13F-HR 1/30/2025, 06:56 PM
Q3 2024 78 $241M +$4.31M -$4.72M -$411K VTV, VUG, IEFA, GOVT, LQD 13F-HR 11/12/2024, 01:45 PM
Q2 2024 76 $228M +$1.54M -$799K +$736K VTV, VUG, IEFA, GOVT, IWF 13F-HR 8/9/2024, 05:00 PM
Q1 2024 75 $226M +$17.1M -$6.32M +$10.8M VTV, IEFA, VUG, GOVT, IWF 13F-HR 5/6/2024, 09:52 PM
Q4 2023 72 $211M +$10.7M -$9.03M +$1.7M VTV, VUG, IEFA, IWF, GOVT 13F-HR 1/12/2024, 08:40 PM
Q3 2023 72 $191M +$2.28M -$2.58M -$303K VTV, VUG, IWF, IJR, GOVT 13F-HR 11/6/2023, 06:06 PM
Q2 2023 72 $199M +$887K -$888K -$1.05K VUG, VTV, IWF, IJR, BNDX 13F-HR 8/7/2023, 09:48 PM
Q1 2023 72 $192M +$14.2M -$3.01M +$11.1M VTV, VUG, IWF, IJR, BNDX 13F-HR 5/12/2023, 04:52 PM
Q4 2022 69 $179M +$9.28M -$244K +$9.03M VTV, VUG, VEA, IJR, IEFA 13F-HR 1/31/2023, 07:41 PM
Q3 2022 69 $181M +$13.1M -$6.13M +$6.93M VTV, VUG, IJR, VEA, IWF 13F-HR 11/21/2022, 08:20 AM
Q2 2022 65 $172M +$11.6M -$22.1M -$10.5M VTV, VUG, IEFA, GOVT, IWF 13F-HR 8/4/2022, 05:33 PM
Q1 2022 72 $238M +$31.1M -$7.62M +$23.5M VTV, VUG, IEFA, SHY, GOVT 13F-HR 4/20/2022, 08:38 PM
Q4 2021 74 $245M VTV, VUG, SHY, BSV, BNDX 13F-HR 2/23/2022, 08:14 AM