Destination Wealth Management
$4.3B 13F equity value
335 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Destination Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 846,145 | $245M | 5.7% |
| AGG | ISHARES TR | 1,776,193 | $176M | 4.1% |
| IJR | ISHARES TR | 920,516 | $137M | 3.2% |
| IJH | ISHARES TR | 1,548,248 | $119M | 2.8% |
| PYLD | PIMCO ETF TR | 4,271,419 | $113M | 2.6% |
| IEMG | ISHARES INC | 1,364,036 | $113M | 2.6% |
| GOOGL | ALPHABET INC | 289,660 | $104M | 2.4% |
| IGM | ISHARES TR | 603,056 | $99M | 2.3% |
| SDY | SPDR SERIES TRUST | 635,081 | $97M | 2.3% |
| LQDH | ISHARES U S ETF TR | 967,931 | $90M | 2.1% |
Track Destination Wealth Management's 13F portfolio: $4.3B in reported holdings, 335 positions. Top holdings and quarterly changes on SentiSense.
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