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 201–250 of 288
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| LIT | GLOBAL X FDS | 7K | $100K–$500K | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 45K | $100K–$500K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 7K | $100K–$500K | SH |
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 4K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 19K | $100K–$500K | SH |
| OLED | UNIVERSAL DISPLAY CORP | 4K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 5K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| MICC | MAGNUM ICE CREAM CO NV | 27K | $100K–$500K | SH |
| T | AT&T INC | 17K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 1K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 797 | $100K–$500K | SH |
| DGRO | ISHARES TR | 6K | $100K–$500K | SH |
| SGOV | ISHARES TR | 4K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| ULST | SSGA ACTIVE ETF TR | 10K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| HPQ | HP INC | 17K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 3K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 3K | $100K–$500K | SH |
| CMI | CUMMINS INC | 742 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 942 | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 6K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 6K | $100K–$500K | SH |
| SCCR | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| CSW | CSW INDUSTRIALS INC | 1K | $100K–$500K | SH |
| RPM | RPM INTL INC | 3K | $100K–$500K | SH |
| USMV | ISHARES TR | 4K | $100K–$500K | SH |
| PLUS | EPLUS INC | 4K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC | 1K | $100K–$500K | SH |
| PZZA | PAPA JOHNS INTL INC | 9K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| AVSC | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| NTES | NETEASE INC | 2K | $100K–$500K | SH |
| AVDV | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS INC | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 934 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| HTBK | HERITAGE COMM CORP | 25K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| ORI | OLD REP INTL CORP | 6K | $100K–$500K | SH |