# EDGAR Filing Document

**Accession Number:** 0001880087
**File Stem:** 0001880087-25-000007
**Filing Date:** 2025-11
**Character Count:** 9983
**Document Hash:** bda75a39a371e45e87c51d54b03e9a5a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001880087-25-000007.hdr.sgml**: 20251110

**ACCESSION NUMBER**: 0001880087-25-000007

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251110

**DATE AS OF CHANGE**: 20251110

**EFFECTIVENESS DATE**: 20251110

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Topel & Distasi Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001880087

**ORGANIZATION NAME:**
- **EIN:** 463599505
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22315
- **FILM NUMBER:** 251465657

**BUSINESS ADDRESS:**
- **STREET 1:** 2907 CLAREMONT AVE,
- **STREET 2:** SUITE 111
- **CITY:** BERKELEY
- **STATE:** CA
- **ZIP:** 94705
- **BUSINESS PHONE:** (510) 898-1270

**MAIL ADDRESS:**
- **STREET 1:** 2907 CLAREMONT AVE,
- **STREET 2:** SUITE 111
- **CITY:** BERKELEY
- **STATE:** CA
- **ZIP:** 94705

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Topel  Distasi Wealth Management LLC<br>**Address:** 2907 CLAREMONT AVE<br>SUITE 111<br>BERKELEY, CA 94705

**Form 13F File Number:** 028-22315

**CRD Number (if applicable):** 000028553

**SEC File Number (if applicable):** 801-120715

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jarrett Topel<br>**Title:** CCO<br>**Phone:** 510-898-1270

**Signature, Place, and Date of Signing:**

Jarrett Topel  Berkeley, CA  11-10-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 61

**Form 13F Information Table Value Total:** $202631342

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 419159 | 1909 | SH |  | SOLE |  | 0 | 0 | 1909 |
| APPLE INC | COM | 037833100 |  | 1029469 | 4043 | SH |  | SOLE |  | 0 | 0 | 4043 |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | 06738C778 |  | 710147 | 20038 | SH |  | SOLE |  | 0 | 0 | 20038 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 243829 | 485 | SH |  | SOLE |  | 0 | 0 | 485 |
| ECOLAB INC | COM | 278865100 |  | 1335889 | 4878 | SH |  | SOLE |  | 0 | 0 | 4878 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 387002 | 8913 | SH |  | SOLE |  | 0 | 0 | 8913 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 348396 | 3747 | SH |  | SOLE |  | 0 | 0 | 3747 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 |  | 1970606 | 83642 | SH |  | SOLE |  | 0 | 0 | 83642 |
| ISHARES TR | ESG ADVNCD HY BD | 46435G441 |  | 866411 | 18246 | SH |  | SOLE |  | 0 | 0 | 18246 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 4312474 | 114147 | SH |  | SOLE |  | 0 | 0 | 114147 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 1492373 | 33105 | SH |  | SOLE |  | 0 | 0 | 33105 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 4359373 | 74240 | SH |  | SOLE |  | 0 | 0 | 74240 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 599973 | 6807 | SH |  | SOLE |  | 0 | 0 | 6807 |
| ISHARES TR | INTL TREA BD ETF | 464288117 |  | 3321607 | 77972 | SH |  | SOLE |  | 0 | 0 | 77972 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 13411149 | 580067 | SH |  | SOLE |  | 0 | 0 | 580067 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 14904603 | 170709 | SH |  | SOLE |  | 0 | 0 | 170709 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 345178 | 6464 | SH |  | SOLE |  | 0 | 0 | 6464 |
| ISHARES TR | ESG SELECT SCRE | 46436E551 |  | 835079 | 19044 | SH |  | SOLE |  | 0 | 0 | 19044 |
| ISHARES TR | ESG SELECT SCRE | 46436E569 |  | 318762 | 6187 | SH |  | SOLE |  | 0 | 0 | 6187 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 5953744 | 73331 | SH |  | SOLE |  | 0 | 0 | 73331 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 3205050 | 25447 | SH |  | SOLE |  | 0 | 0 | 25447 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 229005 | 716 | SH |  | SOLE |  | 0 | 0 | 716 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 340049 | 3522 | SH |  | SOLE |  | 0 | 0 | 3522 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 3492782 | 42102 | SH |  | SOLE |  | 0 | 0 | 42102 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 10560222 | 94736 | SH |  | SOLE |  | 0 | 0 | 94736 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 7063044 | 108229 | SH |  | SOLE |  | 0 | 0 | 108229 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 10669508 | 89788 | SH |  | SOLE |  | 0 | 0 | 89788 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2395425 | 3579 | SH |  | SOLE |  | 0 | 0 | 3579 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 5693447 | 15578 | SH |  | SOLE |  | 0 | 0 | 15578 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 3158495 | 15514 | SH |  | SOLE |  | 0 | 0 | 15514 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 5698208 | 12165 | SH |  | SOLE |  | 0 | 0 | 12165 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 1751528 | 10645 | SH |  | SOLE |  | 0 | 0 | 10645 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 222133 | 1198 | SH |  | SOLE |  | 0 | 0 | 1198 |
| META PLATFORMS INC | CL A | 30303M102 |  | 801943 | 1092 | SH |  | SOLE |  | 0 | 0 | 1092 |
| MICROSOFT CORP | COM | 594918104 |  | 469246 | 906 | SH |  | SOLE |  | 0 | 0 | 906 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 236435 | 3132 | SH |  | SOLE |  | 0 | 0 | 3132 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 443759 | 16466 | SH |  | SOLE |  | 0 | 0 | 16466 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 1950573 | 41670 | SH |  | SOLE |  | 0 | 0 | 41670 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 473064 | 710 | SH |  | SOLE |  | 0 | 0 | 710 |
| SPDR SERIES TRUST | S 600 SMCP GRW | 78464A201 |  | 811349 | 8603 | SH |  | SOLE |  | 0 | 0 | 8603 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 3943867 | 71279 | SH |  | SOLE |  | 0 | 0 | 71279 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 640028 | 8606 | SH |  | SOLE |  | 0 | 0 | 8606 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 8900080 | 179945 | SH |  | SOLE |  | 0 | 0 | 179945 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 4010800 | 13028 | SH |  | SOLE |  | 0 | 0 | 13028 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 941685 | 5394 | SH |  | SOLE |  | 0 | 0 | 5394 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 18409710 | 98717 | SH |  | SOLE |  | 0 | 0 | 98717 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 2474760 | 8425 | SH |  | SOLE |  | 0 | 0 | 8425 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1148949 | 5505 | SH |  | SOLE |  | 0 | 0 | 5505 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 271243 | 2967 | SH |  | SOLE |  | 0 | 0 | 2967 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2652903 | 10433 | SH |  | SOLE |  | 0 | 0 | 10433 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 19922649 | 41539 | SH |  | SOLE |  | 0 | 0 | 41539 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 2326435 | 42939 | SH |  | SOLE |  | 0 | 0 | 42939 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 502873 | 7046 | SH |  | SOLE |  | 0 | 0 | 7046 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 324842 | 6416 | SH |  | SOLE |  | 0 | 0 | 6416 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 |  | 2493480 | 8247 | SH |  | SOLE |  | 0 | 0 | 8247 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 2176094 | 25872 | SH |  | SOLE |  | 0 | 0 | 25872 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 3464246 | 43341 | SH |  | SOLE |  | 0 | 0 | 43341 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 693707 | 11556 | SH |  | SOLE |  | 0 | 0 | 11556 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 5558059 | 92758 | SH |  | SOLE |  | 0 | 0 | 92758 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 3308977 | 27938 | SH |  | SOLE |  | 0 | 0 | 27938 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 1635467 | 23576 | SH |  | SOLE |  | 0 | 0 | 23576 |

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