<strong>Topel & Distasi Wealth Management LLC</strong> Portfolio Shifts in Q2 2026

Topel & Distasi Wealth Management LLC, a prominent investment firm managing substantial assets as of June 30th, 2026, has shown active adjustments to its portfolio during the most recent quarter. The total portfolio value stands at approximately $207 million.

This quarter's activity highlights several key movements across various asset classes and sectors. Notably, the firm increased exposure to government bonds through a significant purchase of GOVT, which saw its share count rise by 5.56%. The investment in Vanguard Index Funds (Vanguard Total Bond Market ETF) also gained considerable traction, with shares increasing substantially.

Equity holdings were boosted significantly for several index funds tracking US broad markets and specific sectors. VUG, the Vanguard Information Technology ETF, experienced a massive increase of 497.37% in its position due to substantial share purchases. Similarly, IWF (iShares Core S&P Small-Cap Growth ETF) saw a significant jump of 294.08%, indicating strong confidence in small-cap growth stocks.

The firm also bolstered its position in BNDX, the Vanguard Chartered Long-Term Investment Fund, with a modest increase of 4.13%. This suggests continued interest in long-term bond strategies despite overall market conditions.

Conversely, some holdings saw reductions or remained relatively stable. The allocation to VTV, the Vanguard Target Retirement Income ETF, decreased slightly by 3.73% in shares and -10.18% in value due to a reduction of 3,752 shares. Similarly, IJR (iShares Core Dividend Growth ETF) experienced a small decrease (-5.59%) and its allocation dropped by -0.18% in portfolio percentage.

LQD (iShares 7-10 Year Treasury Bond ETF) saw a slight decrease of -6.78% due to share reduction, while USRT experienced a modest decline in allocation (-3.13%) from the previous quarter.

Topel & Distasi Wealth Management LLC's portfolio adjustments this quarter reflect a strategic focus on broadening exposure to government bonds and growth-oriented US equities, while slightly reducing its position in some target-date funds like VTV and IJR. The firm also added a new position in USRT, the iShares Core USD Short Term Bond ETF.

For more detailed information on Topel & Distasi Wealth Management's investment profile, you can visit their page at Topel and Distasi Wealth Management LLC. To explore specific stock holdings like VUG or GOVT in more detail, check out the respective company pages.