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 51–100 of 288
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCD | MCDONALDS CORP | 83K | $1M+ | SH |
| HACK | AMPLIFY ETF TR | 305K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 70K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 42K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 40K | $1M+ | SH |
| IMTB | ISHARES TR | 500K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 538K | $1M+ | SH |
| ROST | ROSS STORES INC | 117K | $1M+ | SH |
| GBF | ISHARES TR | 201K | $1M+ | SH |
| EAGG | ISHARES TR | 435K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 227K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 110K | $1M+ | SH |
| PFE | PFIZER INC | 818K | $1M+ | SH |
| GOOG | ALPHABET INC | 56K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 98K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 24K | $1M+ | SH |
| IDV | ISHARES TR | 387K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 45K | $1M+ | SH |
| USIG | ISHARES TR | 266K | $1M+ | SH |
| ZTS | ZOETIS INC | 104K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 21K | $1M+ | SH |
| DON | WISDOMTREE TR | 237K | $1M+ | SH |
| AVGO | BROADCOM INC | 35K | $1M+ | SH |
| DES | WISDOMTREE TR | 332K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 402K | $1M+ | SH |
| TSLA | TESLA INC | 23K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 39K | $1M+ | SH |
| BOND | PIMCO ETF TR | 104K | $1M+ | SH |
| SUSB | ISHARES TR | 355K | $1M+ | SH |
| IXP | ISHARES TR | 73K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 19K | $1M+ | SH |
| META | META PLATFORMS INC | 13K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 17K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 56K | $1M+ | SH |
| UL | UNILEVER PLC | 122K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| IGIB | ISHARES TR | 136K | $1M+ | SH |
| KO | COCA COLA CO | 101K | $1M+ | SH |
| SUSA | ISHARES TR | 44K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 205K | $1M+ | SH |
| IWB | ISHARES TR | 16K | $1M+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 134K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 249K | $1M+ | SH |
| PEP | PEPSICO INC | 39K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 19K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 35K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 28K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 29K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 64K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 21K | $1M+ | SH |