CIK 1278573
Destination Wealth Management
Institutional 13F holdings & portfolio
Holdings
288
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 288
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 863K | $1M+ | SH |
| AGG | ISHARES TR | 1.6M | $1M+ | SH |
| IJR | ISHARES TR | 840K | $1M+ | SH |
| GOOGL | ALPHABET INC | 311K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 654K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 188K | $1M+ | SH |
| IEMG | ISHARES INC | 1.3M | $1M+ | SH |
| LQDH | ISHARES U S ETF TR | 892K | $1M+ | SH |
| STIP | ISHARES TR | 798K | $1M+ | SH |
| IGM | ISHARES TR | 625K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 3.0M | $1M+ | SH |
| TLH | ISHARES TR | 794K | $1M+ | SH |
| IGSB | ISHARES TR | 1.5M | $1M+ | SH |
| IVV | ISHARES TR | 113K | $1M+ | SH |
| AMZN | AMAZON COM INC | 323K | $1M+ | SH |
| IJH | ISHARES TR | 1.0M | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 141K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 212K | $1M+ | SH |
| IDU | ISHARES TR | 609K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 74K | $1M+ | SH |
| V | VISA INC | 178K | $1M+ | SH |
| LLY | ELI LILLY & CO | 57K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 289K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 103K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 2.1M | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 109K | $1M+ | SH |
| IUSB | ISHARES TR | 1.0M | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 1.4M | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 1.9M | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 535K | $1M+ | SH |
| EFA | ISHARES TR | 418K | $1M+ | SH |
| TJX | TJX COS INC NEW | 252K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 104K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 1.4M | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 124K | $1M+ | SH |
| WMT | WALMART INC | 301K | $1M+ | SH |
| FLOT | ISHARES TR | 646K | $1M+ | SH |
| DIS | DISNEY WALT CO | 282K | $1M+ | SH |
| MINT | PIMCO ETF TR | 318K | $1M+ | SH |
| ASML | ASML HOLDING N V | 30K | $1M+ | SH |
| QCOM | QUALCOMM INC | 183K | $1M+ | SH |
| ABT | ABBOTT LABS | 245K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 637K | $1M+ | SH |
| ISTB | ISHARES TR | 613K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 134K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 121K | $1M+ | SH |
| BX | BLACKSTONE INC | 187K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 165K | $1M+ | SH |
| ECL | ECOLAB INC | 101K | $1M+ | SH |
| AFL | AFLAC INC | 235K | $1M+ | SH |