Topel & Distasi Wealth Management, LLC

Q3 2026 13F Holdings

Location
Berkeley, CA
Holdings as of
9/30/2026
Value
$202M
Num holdings
58
Date filed
11/5/2026
Form type
13F-HR
Prev filing
8/7/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type