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 101–150 of 288
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 13K | $1M+ | SH |
| EMNT | PIMCO ETF TR | 48K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 154K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 45K | $1M+ | SH |
| SOXX | ISHARES TR | 14K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 34K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 124K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 107K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 121K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 13K | $1M+ | SH |
| NFLX | NETFLIX INC | 30K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 28K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 30K | $1M+ | SH |
| ORCL | ORACLE CORP | 14K | $1M+ | SH |
| CTAS | CINTAS CORP | 14K | $1M+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 121K | $1M+ | SH |
| CMF | ISHARES TR | 44K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 6K | $1M+ | SH |
| SUB | ISHARES TR | 23K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 19K | $1M+ | SH |
| IYZ | ISHARES TR | 71K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| PFF | ISHARES TR | 74K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3 | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 27K | $1M+ | SH |
| CSCO | CISCO SYS INC | 27K | $1M+ | SH |
| AX | AXOS FINANCIAL INC | 24K | $1M+ | SH |
| IHI | ISHARES TR | 34K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 40K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 61K | $1M+ | SH |
| USSG | DBX ETF TR | 31K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 7K | $1M+ | SH |
| SHV | ISHARES TR | 17K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 896 | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 29K | $1M+ | SH |
| TFLO | ISHARES TR | 31K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 7K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 14K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| MS | MORGAN STANLEY | 7K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| INTC | INTEL CORP | 29K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 13K | $1M+ | SH |
| STPZ | PIMCO ETF TR | 20K | $1M+ | SH |
| RTX | RTX CORPORATION | 5K | $1M+ | SH |
| UBFO | UNITED SEC BANCSHARES CALIF | 95K | $500K+ | SH |