Destination Wealth Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.85B
Q ending 2026-03-31
Prior quarter
$3.82B
Q ending 2025-12-31
Change
+0.7% QoQ · +21.3% YoY
Positions
327
reported holdings
Largest positions
Top 100 of 327 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $217.6M | 857K |
| Ishares Tr | AGG | Shares | $167.3M | 1.7M |
| Ishares Tr | IJR | Shares | $104.2M | 838K |
| Ishares Inc | IEMG | Shares | $98.3M | 1.4M |
| Spdr Series Trust | SDY | Shares | $91.9M | 629K |
| Alphabet Inc | GOOGL | Shares | $87.0M | 302K |
| Ishares Tr | TLH | Shares | $86.9M | 863K |
| Ishares U S Etf Tr | LQDH | Shares | $85.8M | 930K |
| Ishares Tr | STIP | Shares | $85.4M | 826K |
| Pimco Etf Tr | PYLD | Shares | $83.6M | 3.2M |
| Ishares Tr | IGSB | Shares | $81.4M | 1.5M |
| Costco Wholesale Corporation | COST | Shares | $74.5M | 75K |
| Ishares Tr | IGM | Shares | $73.6M | 621K |
| Microsoft Corp | MSFT | Shares | $73.2M | 198K |
| Ishares Tr | IJH | Shares | $71.5M | 1.1M |
| Ishares Tr | IDU | Shares | $70.4M | 606K |
| Ishares Tr | IVV | Shares | $69.5M | 106K |
| Johnson & Johnson | JNJ | Shares | $69.1M | 283K |
| Amazon Com Inc | AMZN | Shares | $68.2M | 327K |
| Ishares Tr | EFA | Shares | $63.9M | 658K |
| Jpmorgan Chase & Co | JPM | Shares | $63.5M | 216K |
| Vanguard Index Fds | VUG | Shares | $59.8M | 137K |
| Spdr Series Trust | SPTL | Shares | $58.3M | 2.2M |
| Visa Inc | V | Shares | $55.8M | 185K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $53.7M | 112K |
| Mastercard Incorporated | MA | Shares | $52.9M | 106K |
| Eli Lilly & Co | LLY | Shares | $52.1M | 57K |
| Blackrock Etf Trust | BAI | Shares | $48.7M | 1.5M |
| Ishares Tr | IUSB | Shares | $48.3M | 1.0M |
| Colgate Palmolive Co | CL | Shares | $47.2M | 553K |
| Tjx Cos Inc New | TJX | Shares | $39.9M | 250K |
| Analog Devices Inc | ADI | Shares | $38.6M | 121K |
| Asml Hldg Nv | Shares | $37.1M | 28K | |
| Walmart Inc | WMT | Shares | $37.0M | 298K |
| Schwab Strategic Tr | SCHZ | Shares | $36.1M | 1.6M |
| Ishares Tr | FLOT | Shares | $34.5M | 678K |
| Pimco Etf Tr | MINT | Shares | $33.5M | 333K |
| Global X Fds | PAVE | Shares | $32.0M | 631K |
| American Express Co | AXP | Shares | $31.9M | 105K |
| Waste Mgmt Inc Del | WM | Shares | $31.2M | 136K |
| Ishares Tr | ISTB | Shares | $30.7M | 633K |
| Vanguard Intl Equity Index F | VEU | Shares | $29.4M | 392K |
| Verizon Communications Inc | VZ | Shares | $27.7M | 552K |
| Ecolab Inc | ECL | Shares | $27.1M | 102K |
| Disney Walt Co | DIS | Shares | $26.9M | 279K |
| Schwab Strategic Tr | SCHX | Shares | $26.8M | 1.0M |
| Mcdonalds Corp | MCD | Shares | $26.7M | 86K |
| Pfizer Inc | PFE | Shares | $26.5M | 943K |
| Intercontinental Exchange In | ICE | Shares | $26.4M | 168K |
| Abbott Laboratories | ABT | Shares | $26.4M | 257K |
| Aflac Inc | AFL | Shares | $26.0M | 237K |
| Ross Stores Inc | ROST | Shares | $25.1M | 116K |
| Qualcomm Inc | QCOM | Shares | $24.5M | 190K |
| Stryker Corporation | SYK | Shares | $23.3M | 71K |
| Amplify Etf Tr | HACK | Shares | $23.3M | 310K |
| Blackstone Inc | BX | Shares | $23.0M | 200K |
| Ishares Tr | IMTB | Shares | $22.6M | 516K |
| Nvidia Corporation | NVDA | Shares | $22.2M | 127K |
| Ishares Tr | GBF | Shares | $21.8M | 210K |
| Capital One Finl Corp | COF | Shares | $21.7M | 119K |
| Ishares Tr | EAGG | Shares | $21.6M | 455K |
| Oreilly Automotive Inc | ORLY | Shares | $21.3M | 230K |
| Thermo Fisher Scientific Inc | TMO | Shares | $20.8M | 42K |
| Intuitive Surgical Inc | ISRG | Shares | $20.6M | 45K |
| Alphabet Inc | GOOG | Shares | $20.1M | 70K |
| American Tower Corp | AMT | Shares | $19.5M | 113K |
| Ishares Tr | IDV | Shares | $15.9M | 374K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $15.5M | 24K |
| Invesco Qqq Tr | QQQ | Shares | $15.3M | 27K |
| Ishares Tr | USIG | Shares | $14.2M | 277K |
| Vanguard Index Fds | VV | Shares | $13.2M | 44K |
| Wisdomtree Tr | DON | Shares | $12.4M | 236K |
| Zoetis Inc | ZTS | Shares | $11.9M | 100K |
| Wisdomtree Tr | DES | Shares | $11.8M | 329K |
| Lockheed Martin Corp | LMT | Shares | $10.4M | 17K |
| Broadcom Inc | AVGO | Shares | $10.4M | 34K |
| Tesla Inc | TSLA | Shares | $9.1M | 25K |
| Vanguard World Fd | MGC | Shares | $9.1M | 39K |
| Pimco Etf Tr | BOND | Shares | $9.1M | 98K |
| Ishares Tr | SUSB | Shares | $9.0M | 361K |
| Vanguard Index Fds | VOO | Shares | $8.9M | 15K |
| Procter & Gamble Co | PG | Shares | $8.4M | 58K |
| Ishares Tr | IXP | Shares | $8.4M | 73K |
| Meta Platforms Inc | META | Shares | $8.3M | 15K |
| Schwab Strategic Tr | SCHB | Shares | $8.2M | 327K |
| Coca Cola Co | KO | Shares | $7.8M | 102K |
| Ishares Tr | IGIB | Shares | $7.6M | 143K |
| Chevron Corporation | CVX | Shares | $7.4M | 36K |
| Synopsys Inc | SNPS | Shares | $7.2M | 18K |
| Unilever Plc | UL | Shares | $7.1M | 125K |
| Palantir Technologies Inc | PLTR | Shares | $6.5M | 45K |
| Pepsico Inc | PEP | Shares | $6.2M | 40K |
| Exxon Mobil Corp | XOM | Shares | $6.1M | 36K |
| Ishares Tr | SUSA | Shares | $5.9M | 45K |
| Schwab Strategic Tr | SCHF | Shares | $5.9M | 239K |
| Invesco Exchange Traded Fd T | RSPT | Shares | $5.9M | 130K |
| Ishares Tr | IWB | Shares | $5.7M | 16K |
| Vanguard Index Fds | VTV | Shares | $5.6M | 29K |
| Schwab Strategic Tr | SCHM | Shares | $5.6M | 181K |
| Kimberly-Clark Corp | KMB | Shares | $5.5M | 57K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.