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 251–288 of 288
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC | 2K | $100K–$500K | SH |
| IBND | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 3K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| OTEX | OPEN TEXT CORP | 8K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| KLAC | KLA CORP | 218 | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| BILS | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| ILCG | ISHARES TR | 2K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 853 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 2K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 1K | $100K–$500K | SH |
| ILCV | ISHARES TR | 3K | $100K–$500K | SH |
| IWM | ISHARES TR | 973 | $100K–$500K | SH |
| BWX | SPDR SERIES TRUST | 11K | $100K–$500K | SH |
| ELS | EQUITY LIFESTYLE PPTYS INC | 4K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| RDDT | REDDIT INC | 1K | $100K–$500K | SH |
| IYY | ISHARES TR | 1K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 746 | $100K–$500K | SH |
| CB | CHUBB LIMITED | 713 | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 614 | $100K–$500K | SH |
| EBAY | EBAY INC. | 2K | $100K–$500K | SH |
| EVR | EVERCORE INC | 627 | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 350 | $100K–$500K | SH |
| XVV | ISHARES TR | 4K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 988 | $100K–$500K | SH |
| IPGP | IPG PHOTONICS CORP | 3K | $100K–$500K | SH |
| F | FORD MTR CO | 15K | $100K–$500K | SH |
| WEAV | WEAVE COMMUNICATIONS INC | 21K | $100K–$500K | SH |
| CRF | CORNERSTONE TOTAL RETURN FD | 10K | $50K–$100K | SH |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 20K | $50K–$100K | SH |