Topel & Distasi Wealth Management, LLC

Q2 2026 13F Holdings

Location
Berkeley, CA
Holdings as of
6/30/2026
Value ($000)
$207,280
Num holdings
57
Date filed
8/7/2026
Form type
13F-HR
Prev filing
5/6/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type