Destination Wealth Management Portfolio Holdings - 13F Filings | 13F Fund Database
Destination Wealth Management 13F Holdings
CIK 0001278573 · Walnut Creek, CA
As of Sep 30, 2025, Destination Wealth Management reported
316 positions worth $3.6B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 873,391 | $222.4M | 6.16% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 1,538,979 |
|
54.3M4.27% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 836,705 | $99.4M | 2.75% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 698,199 | $97.8M | 2.71% |
| MICROSOFT CORP | MSFT | Technology | 176,535 | $91.4M | 2.53% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 1,289,247 | $85.0M | 2.35% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 810,187 | $83.4M | 2.31% |
| ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | LQDH | — | 857,526 | $80.2M | 2.22% |
| ISHARES EXPANDED TECH SECTOR ETF | IGM | — | 630,972 | $79.5M | 2.20% |
| ISHARES CORE S&P 500 ETF | IVV | — | 118,547 | $79.3M | 2.20% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 762,548 | $78.8M | 2.18% |
| ALPHABET INC | GOOGL | Equity | 320,017 | $77.8M | 2.15% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 1,451,193 | $77.0M | 2.13% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 2,816,707 | $75.6M | 2.09% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 146,185 | $70.1M | 1.94% |
| AMAZON.COM INC | AMZN | Equity | 311,433 | $68.4M | 1.89% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 215,489 | $68.0M | 1.88% |
| ISHARES US UTILITIES ETF | IDU | — | 610,713 | $67.7M | 1.87% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 1,035,714 | $67.6M | 1.87% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 71,576 | $66.3M | 1.83% |
| VISA INC-CLASS A SHARES | V | Financial Services | 176,069 | $60.1M | 1.66% |
| MASTERCARD INC | MA | Financial Services | 102,067 | $58.1M | 1.61% |
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF | SPTL | — | 2,094,817 | $56.5M | 1.56% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 289,713 | $53.7M | 1.49% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 103,801 | $52.2M | 1.44% |