Holdings
Topel & Distasi Wealth Management, LLC
As of Jun 30, 2026, Topel & Distasi Wealth Management, LLC reported 8 positions worth US$4.59M. Largest: Ecolab Inc., Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ecolab Inc. | 4,474 | US$1.25M | no change | Jun 30, 2026 |
| Apple Inc | 2,525 | US$731K | −1,192 | Jun 30, 2026 |
| Microsoft Corp. | 1,889 | US$705K | +1,329 | Jun 30, 2026 |
| Meta Platforms, Inc. | 1,107 | US$624K | +143 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,969 | US$469K | +60 | Jun 30, 2026 |
| Johnson & Johnson | 1,198 | US$304K | no change | Jun 30, 2026 |
| Nextera Energy, Inc. | 3,132 | US$275K | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 472 | US$236K | no change | Jun 30, 2026 |