Destination Wealth Management Top Holdings and 13F Report (2026)

About Destination Wealth Management

Investment Activity

Destination Wealth Management has $4.28 billion in total holdings as of June 30, 2026.
Destination Wealth Management owns shares of 325 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
Approximately 5.42% of the portfolio was purchased this quarter.
About 1.67% of the portfolio was sold this quarter.
This quarter, Destination Wealth Management has purchased 303 new stocks and bought additional shares in 154 stocks.
Destination Wealth Management sold shares of 106 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple: $244,883,914
iShares Core U.S. Aggregate Bond ETF: $175,807,561
iShares Core S&P Small-Cap ETF: $136,521,752
iShares Core S&P Mid-Cap ETF: $119,385,367
PIMCO Multi Sector Bond Active ETF: $113,278,033

Largest New Holdings this Quarter

G7997R103 - Seagate Technology: $8,617,554 Holding
957090103 - Westamerica Bancorporation: $2,121,977 Holding
80004C200 - SANDISK CORP: $1,955,408 Holding
203937107 - COMMUNITY WEST BANCSHARES NE: $1,147,540 Holding
958102105 - Western Digital: $917,841 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 682,303 shares (about $58.77M)
iShares Core S&P Mid-Cap ETF: 490,090 shares (about $37.79M)
PIMCO Multi Sector Bond Active ETF: 1,081,592 shares (about $28.68M)
iShares Core S&P Small-Cap ETF: 82,478 shares (about $12.23M)
iShares Core U.S. Aggregate Bond ETF: 90,616 shares (about $8.97M)

Largest Sales this Quarter

VanEck Semiconductor ETF: 13,082 shares (about $8.58M)
Zoetis: 79,371 shares (about $5.70M)
Vanguard S&P 500 ETF: 8,223 shares (about $5.65M)
Alphabet: 13,776 shares (about $4.92M)
Apple: 13,835 shares (about $4.00M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$244,883,914	$4,001,641 â–¼	-1.6%	846,645	5.7%	Technology
AGG iShares Core U.S. Aggregate Bond ETF	$175,807,561	$8,969,171 â–²	5.4%	1,776,193	4.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$136,521,752	$12,232,314 â–²	9.8%	920,516	3.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$119,385,367	$37,790,828 â–²	46.3%	1,548,248	2.8%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$113,278,033	$28,683,820 â–²	33.9%	4,271,419	2.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$112,996,770	$3,773,197 â–¼	-3.2%	1,364,036	2.6%	ETF
GOOGL Alphabet	$103,579,002	$4,917,647 â–¼	-4.5%	290,160	2.4%	Communication Services
IGM iShares Expanded Tech Sector ETF	$98,647,894	$2,878,681 â–¼	-2.8%	603,056	2.3%	ETF
SDY SPDR S&P Dividend ETF	$96,646,636	$860,730 â–²	0.9%	635,081	2.3%	ETF
LQDH iShares Interest Rate Hedged Corporate Bond ETF	$90,145,750	$3,565,668 â–²	4.1%	967,931	2.1%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$89,424,513	$2,840,407 â–²	3.3%	891,126	2.1%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$86,476,358	$2,126,153 â–²	2.5%	846,480	2.0%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$83,552,029	$2,393,617 â–²	2.9%	1,594,200	2.0%	ETF
IVV iShares Core S&P 500 ETF	$81,316,134	$1,591,394 â–²	2.0%	108,582	1.9%	ETF
AMZN Amazon.com	$79,997,650	$1,941,411 â–²	2.5%	335,952	1.9%	Consumer Discretionary
BLACKROCK ETF TRUST	$77,234,590	$725,111 â–¼	-0.9%	1,464,996	1.8%	ISHARES A I INNO
MSFT Microsoft	$76,098,680	$2,010,619 â–²	2.7%	204,192	1.8%	Technology
JNJ Johnson & Johnson	$71,225,845	$558,734 â–¼	-0.8%	280,450	1.7%	Healthcare
VUG Vanguard Growth ETF	$70,567,452	$58,773,592 â–²	498.3%	819,218	1.6%	ETF
COST Costco Wholesale	$70,510,586	$563,149 â–²	0.8%	75,375	1.6%	Consumer Staples
JPM JPMorgan Chase & Co.	$70,329,132	$312,600 â–¼	-0.4%	214,857	1.6%	Finance
EFA iShares MSCI EAFE ETF	$69,945,578	$1,632,473 â–²	2.4%	673,331	1.6%	ETF
IDU iShares U.S. Utilities ETF	$69,344,212	$138,105 â–¼	-0.2%	605,045	1.6%	ETF
LLY Eli Lilly and Company	$68,139,293	$151,127 â–²	0.2%	56,810	1.6%	Healthcare
V Visa	$63,998,445	$614,476 â–²	1.0%	186,535	1.5%	Finance
SPTL SPDR Portfolio Long Term Treasury ETF	$58,642,899	$541,597 â–²	0.9%	2,235,719	1.4%	ETF
BRK.B Berkshire Hathaway	$57,393,684	$1,294,007 â–²	2.3%	114,698	1.3%	Finance
MA Mastercard	$55,804,801	$1,429,352 â–²	2.6%	108,654	1.3%	Finance
ASML ASML	$53,082,210	$2,868,771 â–¼	-5.1%	26,682	1.2%	Technology
CL Colgate-Palmolive	$51,672,226	$935,961 â–²	1.8%	563,615	1.2%	Consumer Staples
IUSB iShares Core Total USD Bond Market ETF	$49,372,122	$1,159,935 â–²	2.4%	1,069,818	1.2%	ETF
ADI Analog Devices	$45,492,691	$2,907,727 â–¼	-6.0%	115,260	1.1%	Technology
TJX TJX Companies	$37,461,399	$382,083 â–¼	-1.0%	247,270	0.9%	Consumer Discretionary
PAVE Global X U.S. Infrastructure Development ETF	$36,593,801	$564,336 â–¼	-1.5%	621,076	0.9%	ETF
AXP American Express	$35,724,624	$94,034 â–²	0.3%	105,616	0.8%	Finance
QCOM Qualcomm	$35,655,743	$462,714 â–²	1.3%	192,953	0.8%	Technology
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$35,577,506	$2,040,397 â–²	6.1%	352,916	0.8%	ETF
FLOT iShares Floating Rate Bond ETF	$34,769,677	$155,856 â–²	0.5%	681,091	0.8%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$34,634,446	$1,343,159 â–¼	-3.7%	1,497,382	0.8%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$34,044,963	$1,247,875 â–²	3.8%	406,507	0.8%	ETF
WALMART INC	$33,226,311	$468,897 â–¼	-1.4%	293,363	0.8%	COM
AMPLIFY ETF TR	$32,420,337	$79,432 â–¼	-0.2%	308,971	0.8%	AMPLIFY CYBERSEC
ISTB iShares Core 1-5 Year USD Bond ETF	$31,081,225	$554,634 â–²	1.8%	644,170	0.7%	ETF
WM Waste Management	$30,641,387	$360,398 â–²	1.2%	137,479	0.7%	Industrials
SCHX Schwab US Large-Cap ETF	$28,721,382	$2,001,122 â–¼	-6.5%	975,922	0.7%	ETF
ECL Ecolab	$28,673,296	$243,225 â–²	0.9%	102,916	0.7%	Materials
AFL Aflac	$27,689,006	$62,142 â–¼	-0.2%	236,154	0.6%	Finance
DIS Walt Disney	$26,446,662	$413,586 â–¼	-1.5%	274,771	0.6%	Communication Services
ABT Abbott Laboratories	$25,363,226	$2,034,484 â–²	8.7%	279,515	0.6%	Healthcare
GOOG Alphabet	$24,876,955	$23,673 â–¼	-0.1%	70,407	0.6%	Communication Services
BX Blackstone	$24,505,866	$1,012,199 â–²	4.3%	208,259	0.6%	Finance
NVDA NVIDIA	$24,390,996	$1,096,003 â–¼	-4.3%	122,333	0.6%	Technology
MCD McDonald's	$24,026,289	$837,963 â–²	3.6%	88,884	0.6%	Consumer Discretionary
ROST Ross Stores	$23,941,080	$717,728 â–¼	-2.9%	112,479	0.6%	Consumer Discretionary
VZ Verizon Communications	$23,775,205	$388,046 â–²	1.7%	561,531	0.6%	Communication Services
PFE Pfizer	$23,504,585	$791,124 â–²	3.5%	976,104	0.5%	Healthcare
COF Capital One Financial	$23,287,474	$526,024 â–¼	-2.2%	116,078	0.5%	Finance
IMTB iShares Core 5-10 Year USD Bond ETF	$23,060,572	$545,190 â–²	2.4%	528,770	0.5%	ETF
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$22,885,725	$1,313,495 â–²	6.1%	482,719	0.5%	ETF
SYK Stryker	$22,720,556	$374,347 â–²	1.7%	72,165	0.5%	Healthcare
TMO Thermo Fisher Scientific	$21,874,311	$622,187 â–²	2.9%	43,630	0.5%	Healthcare
GBF iShares Government/Credit Bond ETF	$21,834,211	$70,602 â–²	0.3%	210,294	0.5%	ETF
ORLY O'Reilly Automotive	$21,716,203	$516,072 â–²	2.4%	235,815	0.5%	Consumer Discretionary
ICE Intercontinental Exchange	$21,033,076	$368,714 â–²	1.8%	170,848	0.5%	Finance
AMT American Tower	$19,089,825	$563,173 â–²	3.0%	116,707	0.4%	Real Estate
ISRG Intuitive Surgical	$18,692,575	$907,507 â–²	5.1%	47,004	0.4%	Healthcare
SPY SPDR S&P 500 ETF Trust	$17,374,808	$389,807 â–¼	-2.2%	23,267	0.4%	ETF
QQQ Invesco QQQ	$16,445,577	$3,115,764 â–¼	-15.9%	22,332	0.4%	ETF
IDV iShares International Select Dividend ETF	$15,484,981	$11,849 â–¼	-0.1%	373,763	0.4%	ETF
VV Vanguard Large-Cap ETF	$15,370,084	$176,770 â–²	1.2%	44,692	0.4%	ETF
AVGO Broadcom	$14,833,289	$1,916,317 â–²	14.8%	42,867	0.3%	Technology
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$14,349,401	$161,256 â–²	1.1%	279,770	0.3%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$13,561,107	$199,007 â–²	1.5%	239,935	0.3%	ETF
DES WisdomTree U.S. SmallCap Dividend Fund	$13,181,031	$212,716 â–¼	-1.6%	324,017	0.3%	ETF
MGC Vanguard Mega Cap ETF	$10,664,552	$112,189 â–²	1.1%	38,974	0.2%	ETF
TSLA Tesla	$9,697,757	$590,871 â–¼	-5.7%	27,524	0.2%	Consumer Discretionary
PIMCO ETF TR	$9,356,180	$276,907 â–²	3.0%	101,466	0.2%	ACTIVE BD ETF
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$9,336,830	$315,473 â–²	3.5%	373,623	0.2%	ETF
SCHB Schwab US Broad Market ETF	$9,255,334	$213,551 â–¼	-2.3%	319,590	0.2%	ETF
SOXX iShares Semiconductor ETF	$9,077,275	$19,005 â–²	0.2%	14,329	0.2%	ETF
LMT Lockheed Martin	$8,958,917	$179,331 â–²	2.0%	17,585	0.2%	Industrials
PG Procter & Gamble	$8,930,077	$415,871 â–²	4.9%	60,898	0.2%	Consumer Staples
STX Seagate Technology	$8,617,554	$8,617,554 â–²	New Holding	8,930	0.2%	Technology
KO CocaCola	$8,505,414	$192,123 â–²	2.3%	104,656	0.2%	Consumer Staples
IXP iShares Global Comm Services ETF	$8,421,742	$201,205 â–²	2.4%	74,630	0.2%	ETF
META Meta Platforms	$8,266,087	$3,380 â–¼	0.0%	14,675	0.2%	Communication Services
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$8,141,731	$514,846 â–²	6.8%	153,126	0.2%	ETF
UNILEVER PLC	$8,094,106	$551,302 â–²	7.3%	134,632	0.2%	SPON ADR NEW
RSPT Invesco S&P 500 Equal Weight Technology ETF	$8,073,809	$334,175 â–¼	-4.0%	125,175	0.2%	ETF
SNPS Synopsys	$7,970,379	$76,724 â–¼	-1.0%	17,868	0.2%	Technology
AMD Advanced Micro Devices	$7,905,604	$293,940 â–¼	-3.6%	13,609	0.2%	Technology
SUSA iShares MSCI USA ESG Select ETF	$7,332,673	$388,220 â–²	5.6%	47,522	0.2%	ETF
AMAT Applied Materials	$6,980,185	$1,862,540 â–²	36.4%	9,654	0.2%	Technology
IWB iShares Russell 1000 ETF	$6,870,040	$330,050 â–²	5.0%	16,777	0.2%	ETF
KIMBERLY-CLARK CORP	$6,537,421	$329,418 â–²	5.3%	59,556	0.2%	COM
SCHM Schwab U.S. Mid-Cap ETF	$6,521,713	$148,660 â–¼	-2.2%	176,884	0.2%	ETF
SCHF Schwab International Equity ETF	$6,502,783	$128,168 â–¼	-1.9%	234,758	0.2%	ETF
VTV Vanguard Value ETF	$6,356,696	$133,589 â–²	2.1%	29,169	0.1%	ETF
VHT Vanguard Health Care ETF	$6,181,055	$391,399 â–²	6.8%	20,672	0.1%	ETF
CVX Chevron	$6,044,649	$114,375 â–²	1.9%	36,466	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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Destination Wealth Management Top Holdings and 13F Report (2026)

About Destination Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Destination Wealth Management Top Holdings and 13F Report (2026)

About Destination Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDestination Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools