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 151–200 of 288
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MANH | MANHATTAN ASSOCIATES INC | 5K | $500K+ | SH |
| SHOP | SHOPIFY INC | 5K | $500K+ | SH |
| FTCA | PUTNAM ETF TRUST | 108K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 9K | $500K+ | SH |
| IGBH | ISHARES U S ETF TR | 31K | $500K+ | SH |
| DSI | ISHARES TR | 6K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 10K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| VSGX | VANGUARD WORLD FD | 10K | $500K+ | SH |
| MCK | MCKESSON CORP | 895 | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 5K | $500K+ | SH |
| IEFA | ISHARES TR | 8K | $500K+ | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 30K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 951 | $500K+ | SH |
| GLW | CORNING INC | 8K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 9K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 2K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 13K | $500K+ | SH |
| ESGV | VANGUARD WORLD FD | 6K | $500K+ | SH |
| DRIV | GLOBAL X FDS | 23K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| SO | SOUTHERN CO | 7K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 6K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| NUSC | NUSHARES ETF TR | 13K | $500K+ | SH |
| HDV | ISHARES TR | 5K | $500K+ | SH |
| ESGU | ISHARES TR | 4K | $500K+ | SH |
| FTV | FORTIVE CORP | 10K | $500K+ | SH |
| CME | CME GROUP INC | 2K | $500K+ | SH |
| XT | ISHARES TR | 8K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| RBLX | ROBLOX CORP | 7K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 10K | $500K+ | SH |
| MKL | MARKEL GROUP INC | 250 | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 6K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 3K | $500K+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 774 | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $500K+ | SH |
| PIPR | PIPER SANDLER COMPANIES | 2K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 11K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 1K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |