Topel & Distasi Wealth Management, LLC
Topel & Distasi Wealth Management, LLC reported 57 holdings worth US$207M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Topel & Distasi Wealth Management, LLC reported 57 holdings worth US$207M as of Jun 30, 2026. Largest: Ecolab Inc., Apple Inc and Microsoft Corp. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$207M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Ecolab Inc. | 4,474 | US$1.25M | 0.60% |
| Apple Inc | 2,525 | US$731K | 0.35% |
| Microsoft Corp. | 1,889 | US$705K | 0.34% |
| Meta Platforms, Inc. | 1,107 | US$624K | 0.30% |
| Amazon.com, Inc. | 1,969 | US$469K | 0.23% |
| Johnson & Johnson | 1,198 | US$304K | 0.15% |
| Nextera Energy, Inc. | 3,132 | US$275K | 0.13% |
| Berkshire Hathaway Inc. | 472 | US$236K | 0.11% |