Destination Wealth Management

Est. AUM

$3.83B

13F long equity, this entity only

Positions

326

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$217.6M	857480	5.68%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$167.3M	1685577	4.37%	SOLE
3	ISHARES TR	CORE S&P SCP ETF	$104.2M	838038	2.72%	SOLE
4	ISHARES INC	CORE MSCI EMKT	$98.3M	1409584	2.57%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$91.9M	629425	2.40%	SOLE
6	ALPHABET INC	CAP STK CL A	$87.0M	302436	2.27%	SOLE
7	ISHARES TR	10-20 YR TRS ETF	$86.9M	862821	2.27%	SOLE
8	ISHARES U S ETF TR	INT RT HDG C B	$85.8M	929645	2.24%	SOLE
9	ISHARES TR	0-5 YR TIPS ETF	$85.4M	825668	2.23%	SOLE
10	PIMCO ETF TR	MULTISECTOR BD	$83.6M	3189827	2.18%	SOLE
11	ISHARES TR	ISHS 1-5YR INVS	$81.4M	1548529	2.13%	SOLE
12	COSTCO WHOLESALE CORPORATION	COM	$74.5M	74773	1.95%	SOLE
13	ISHARES TR	EXPND TEC SC ETF	$73.6M	620654	1.92%	SOLE
14	MICROSOFT CORP	COM	$73.2M	197797	1.91%	SOLE
15	ISHARES TR	CORE S&P MCP ETF	$71.5M	1058158	1.87%	SOLE
16	ISHARES TR	U.S. UTILITS ETF	$70.4M	606250	1.84%	SOLE
17	ISHARES TR	CORE S&P500 ETF	$69.5M	106457	1.82%	SOLE
18	JOHNSON & JOHNSON	COM	$69.1M	282650	1.80%	SOLE
19	AMAZON COM INC	COM	$68.2M	327399	1.78%	SOLE
20	ISHARES TR	MSCI EAFE ETF	$63.9M	657616	1.67%	SOLE
21	JPMORGAN CHASE & CO	COM	$63.5M	215812	1.66%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$59.8M	136915	1.56%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$58.3M	2215071	1.52%	SOLE
24	VISA INC	COM CL A	$55.8M	184744	1.46%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$53.7M	112112	1.40%	SOLE
26	MASTERCARD INCORPORATED	CL A	$52.9M	105871	1.38%	SOLE
27	ELI LILLY & CO	COM	$52.1M	56684	1.36%	SOLE
28	BLACKROCK ETF TRUST	ISHARES A I INNO	$48.7M	1478750	1.27%	SOLE
29	ISHARES TR	CORE UNIVRSL USD	$48.3M	1044684	1.26%	SOLE
30	COLGATE PALMOLIVE CO	COM	$47.2M	553406	1.23%	SOLE
31	TJX COS INC NEW	COM	$39.9M	249792	1.04%	SOLE
32	ANALOG DEVICES INC	COM	$38.6M	121227	1.01%	SOLE
33	ASML HLDG NV	N Y REGISTRY SHS	$37.1M	28124	0.97%	SOLE
34	WALMART INC	COM	$37.0M	297503	0.97%	SOLE
35	SCHWAB STRATEGIC TR	US AGGREGATE B	$36.1M	1555452	0.94%	SOLE
36	ISHARES TR	FLTG RATE NT ETF	$34.5M	678038	0.90%	SOLE
37	PIMCO ETF TR	ENHAN SHRT MA AC	$33.5M	332676	0.87%	SOLE
38	GLOBAL X FDS	US INFR DEV ETF	$32.0M	630654	0.84%	SOLE
39	AMERICAN EXPRESS CO	COM	$31.9M	105338	0.83%	SOLE
40	WASTE MGMT INC DEL	COM	$31.2M	135862	0.82%	SOLE
41	ISHARES TR	CORE 1 5 YR USD	$30.7M	632675	0.80%	SOLE
42	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$29.4M	391607	0.77%	SOLE
43	VERIZON COMMUNICATIONS INC	COM	$27.7M	552366	0.72%	SOLE
44	ECOLAB INC	COM	$27.1M	102043	0.71%	SOLE
45	DISNEY WALT CO	COM	$26.9M	279068	0.70%	SOLE
46	SCHWAB STRATEGIC TR	US LRG CAP ETF	$26.8M	1043918	0.70%	SOLE
47	MCDONALDS CORP	COM	$26.7M	85784	0.70%	SOLE
48	PFIZER INC	COM	$26.5M	943250	0.69%	SOLE
49	INTERCONTINENTAL EXCHANGE IN	COM	$26.4M	167853	0.69%	SOLE
50	ABBOTT LABORATORIES	COM	$26.4M	257094	0.69%	SOLE

1–50 of 326

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.