Long-term investor
Topel & Distasi Wealth Management, LLC @topeldistasiwealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001880087).
Record
- Tracked since 2025-06-30 (448 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months n/a · 1 year +12.9% · all +12.9%
- Max drawdown n/a · win rate 67% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908744 · 10.2% · long · since 2025-06-30
- 922908736 · 9.7% · long · since 2025-06-30
- 46432F842 · 7.9% · long · since 2025-06-30
- 46429B267 · 7.6% · long · since 2025-06-30
- 464287804 · 6.0% · long · since 2025-06-30
- 464287242 · 5.9% · long · since 2025-06-30
- 92203J407 · 4.8% · long · since 2025-06-30
- 464287507 · 3.8% · long · since 2025-06-30
- 464288513 · 3.0% · long · since 2025-06-30
- 464287614 · 2.7% · long · since 2025-06-30
- 464288521 · 2.5% · long · since 2025-06-30
- 46435U853 · 2.4% · long · since 2025-06-30