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

About Destination Wealth Management

Investment Activity

Destination Wealth Management has $3.85 billion in total holdings as of March 31, 2026.
Destination Wealth Management owns shares of 303 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 4.59% of the portfolio was purchased this quarter.
About 1.50% of the portfolio was sold this quarter.
This quarter, Destination Wealth Management has purchased 288 new stocks and bought additional shares in 164 stocks.
Destination Wealth Management sold shares of 96 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple: $217,651,656
iShares Core U.S. Aggregate Bond ETF: $167,327,240
iShares Core S&P Small-Cap ETF: $104,176,453
iShares Core MSCI Emerging Markets ETF: $98,318,462
SPDR S&P Dividend ETF: $91,858,299

Largest New Holdings this Quarter

922042775 - Vanguard FTSE All-World ex-US ETF: $29,409,660 Holding
217204106 - Copart: $752,843 Holding
452308109 - Illinois Tool Works: $714,222 Holding
97717W851 - WisdomTree Japan Hedged Equity Fund: $493,184 Holding
36828A101 - GE VERNOVA INC: $491,836 Holding

Largest Purchases this Quarter

Vanguard FTSE All-World ex-US ETF: 391,607 shares (about $29.41M)
iShares MSCI EAFE ETF: 238,831 shares (about $23.20M)
iShares Core U.S. Aggregate Bond ETF: 92,031 shares (about $9.14M)
iShares Core MSCI Emerging Markets ETF: 123,179 shares (about $8.59M)
iShares 10-20 Year Treasury Bond ETF: 69,095 shares (about $6.96M)

Largest Sales this Quarter

Schwab US Large-Cap ETF: 372,712 shares (about $9.56M)
Schwab U.S. Aggregate Bond ETF: 390,324 shares (about $9.06M)
iShares Core S&P 500 ETF: 6,779 shares (about $4.43M)
SPDR S&P Dividend ETF: 24,323 shares (about $3.55M)
Alphabet: 8,578 shares (about $2.46M)

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	$217,651,656	$1,476,423 â–¼	-0.7%	860,480	5.7%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$167,327,240	$9,135,918 â–²	5.8%	1,685,577	4.3%	Finance
IJR iShares Core S&P Small-Cap ETF	$104,176,453	$292,874 â–¼	-0.3%	838,038	2.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$98,318,462	$8,591,733 â–²	9.6%	1,409,584	2.6%	ETF
SDY SPDR S&P Dividend ETF	$91,858,299	$3,549,699 â–¼	-3.7%	629,425	2.4%	ETF
GOOGL Alphabet	$87,004,469	$2,455,531 â–¼	-2.7%	303,936	2.3%	Computer and Technology
TLH iShares 10-20 Year Treasury Bond ETF	$86,903,365	$6,959,251 â–²	8.7%	862,821	2.3%	ETF
LQDH iShares Interest Rate Hedged Corporate Bond ETF	$85,843,438	$3,437,911 â–²	4.2%	929,645	2.2%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$85,398,834	$2,858,908 â–²	3.5%	825,668	2.2%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$83,573,471	$4,288,626 â–²	5.4%	3,189,827	2.2%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$81,390,674	$2,513,156 â–²	3.2%	1,548,529	2.1%	Manufacturing
COST Costco Wholesale	$74,506,141	$831,024 â–²	1.1%	74,773	1.9%	Retail/Wholesale
IGM iShares Expanded Tech Sector ETF	$73,553,753	$540,998 â–¼	-0.7%	620,654	1.9%	ETF
MSFT Microsoft	$73,226,457	$3,626,753 â–²	5.2%	198,797	1.9%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$71,457,433	$999,714 â–²	1.4%	1,058,158	1.9%	ETF
IDU iShares U.S. Utilities ETF	$70,391,734	$265,776 â–¼	-0.4%	606,250	1.8%	ETF
IVV iShares Core S&P 500 ETF	$69,539,013	$4,428,126 â–¼	-6.0%	106,457	1.8%	ETF
JNJ Johnson & Johnson	$69,090,858	$1,577,124 â–¼	-2.2%	282,650	1.8%	Medical
AMZN Amazon.com	$68,202,835	$841,199 â–²	1.2%	327,799	1.8%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$63,874,213	$23,197,644 â–²	57.0%	657,616	1.7%	Finance
JPM JPMorgan Chase & Co.	$63,483,201	$852,181 â–²	1.4%	215,812	1.6%	Finance
VUG Vanguard Growth ETF	$59,803,074	$1,829,712 â–¼	-3.0%	136,915	1.6%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$58,256,355	$2,154,601 â–²	3.8%	2,215,071	1.5%	ETF
V Visa	$55,837,076	$1,840,039 â–²	3.4%	184,744	1.5%	Business Services
BRK.B Berkshire Hathaway	$53,724,024	$1,251,190 â–²	2.4%	112,112	1.4%	Finance
MA Mastercard	$52,899,513	$1,103,749 â–²	2.1%	105,871	1.4%	Business Services
LLY Eli Lilly and Company	$52,136,565	$1,840 â–²	0.0%	56,684	1.4%	Medical
BLACKROCK ETF TRUST	$48,724,798	$2,555,173 â–²	5.5%	1,478,750	1.3%	ISHARES A I INNO
IUSB iShares Core Total USD Bond Market ETF	$48,253,935	$1,869,955 â–²	4.0%	1,044,684	1.3%	Manufacturing
CL Colgate-Palmolive	$47,166,764	$1,544,708 â–²	3.4%	553,406	1.2%	Consumer Staples
TJX TJX Companies	$39,891,806	$431,989 â–¼	-1.1%	249,792	1.0%	Retail/Wholesale
ADI Analog Devices	$38,610,846	$1,455,302 â–¼	-3.6%	122,627	1.0%	Computer and Technology
ASML ASML	$37,146,919	$1,985,202 â–¼	-5.1%	28,124	1.0%	Computer and Technology
WALMART INC	$36,973,677	$479,721 â–¼	-1.3%	297,503	1.0%	COM
SCHZ Schwab U.S. Aggregate Bond ETF	$36,117,601	$9,063,325 â–¼	-20.1%	1,555,452	0.9%	ETF
FLOT iShares Floating Rate Bond ETF	$34,546,059	$1,639,623 â–²	5.0%	678,038	0.9%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$33,457,236	$1,515,691 â–²	4.7%	332,676	0.9%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$32,043,532	$306,232 â–¼	-0.9%	630,654	0.8%	ETF
AXP American Express	$31,862,729	$199,940 â–²	0.6%	105,338	0.8%	Finance
WM Waste Management	$31,219,708	$89,848 â–²	0.3%	135,862	0.8%	Business Services
ISTB iShares Core 1-5 Year USD Bond ETF	$30,659,437	$963,967 â–²	3.2%	632,675	0.8%	Manufacturing
VEU Vanguard FTSE All-World ex-US ETF	$29,409,660	$29,409,660 â–²	New Holding	391,607	0.8%	ETF
VZ Verizon Communications	$27,728,786	$709,577 â–²	2.6%	552,366	0.7%	Computer and Technology
ECL Ecolab	$27,145,418	$168,922 â–²	0.6%	102,043	0.7%	Basic Materials
DIS Walt Disney	$26,896,588	$268,708 â–¼	-1.0%	279,068	0.7%	Consumer Discretionary
SCHX Schwab US Large-Cap ETF	$26,766,055	$9,556,335 â–¼	-26.3%	1,043,918	0.7%	ETF
MCD McDonald's	$26,660,735	$747,759 â–²	2.9%	85,784	0.7%	Retail/Wholesale
PFE Pfizer	$26,486,457	$3,519,659 â–²	15.3%	943,250	0.7%	Medical
ICE Intercontinental Exchange	$26,399,919	$371,181 â–²	1.4%	167,853	0.7%	Finance
ABT Abbott Laboratories	$26,395,829	$1,219,411 â–²	4.8%	257,094	0.7%	Medical
AFL Aflac	$25,966,629	$217,555 â–²	0.8%	236,684	0.7%	Finance
ROST Ross Stores	$25,096,832	$355,274 â–¼	-1.4%	115,851	0.7%	Retail/Wholesale
QCOM Qualcomm	$24,526,027	$926,057 â–²	3.9%	190,449	0.6%	Computer and Technology
SYK Stryker	$23,321,951	$455,753 â–²	2.0%	70,976	0.6%	Medical
AMPLIFY ETF TR	$23,257,486	$339,257 â–²	1.5%	309,728	0.6%	AMPLIFY CYBERSEC
BX Blackstone	$22,958,603	$1,403,571 â–²	6.5%	199,657	0.6%	Finance
IMTB iShares Core 5-10 Year USD Bond ETF	$22,622,902	$713,871 â–²	3.3%	516,269	0.6%	ETF
NVDA NVIDIA	$22,214,824	$3,065,552 â–²	16.0%	127,830	0.6%	Computer and Technology
GBF iShares Government/Credit Bond ETF	$21,835,466	$857,318 â–²	4.1%	209,614	0.6%	ETF
COF Capital One Financial	$21,654,437	$485,446 â–¼	-2.2%	118,700	0.6%	Finance
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$21,635,920	$967,120 â–²	4.7%	455,014	0.6%	ETF
ORLY O'Reilly Automotive	$21,250,777	$193,851 â–²	0.9%	230,211	0.6%	Retail/Wholesale
TMO Thermo Fisher Scientific	$20,835,707	$1,016,004 â–²	5.1%	42,389	0.5%	Medical
ISRG Intuitive Surgical	$20,616,372	$1,240,062 â–²	6.4%	44,722	0.5%	Medical
GOOG Alphabet	$20,073,744	$3,891,755 â–²	24.0%	70,474	0.5%	Computer and Technology
AMT American Tower	$19,547,126	$2,623,047 â–²	15.5%	113,264	0.5%	Finance
IDV iShares International Select Dividend ETF	$15,919,541	$542,257 â–¼	-3.3%	374,049	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$15,470,901	$168,438 â–¼	-1.1%	23,789	0.4%	Finance
QQQ Invesco QQQ	$15,331,861	$3,139,329 â–²	25.7%	26,563	0.4%	Finance
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$14,171,540	$563,735 â–²	4.1%	276,626	0.4%	Manufacturing
VV Vanguard Large-Cap ETF	$13,202,731	$109,978 â–¼	-0.8%	44,178	0.3%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$12,421,200	$34,519 â–¼	-0.3%	236,414	0.3%	Finance
ZTS Zoetis	$11,855,589	$423,308 â–¼	-3.4%	100,293	0.3%	Medical
DES WisdomTree U.S. SmallCap Dividend Fund	$11,833,090	$92,222 â–¼	-0.8%	329,246	0.3%	Finance
AVGO Broadcom	$10,446,569	$670,804 â–¼	-6.0%	37,329	0.3%	Computer and Technology
LMT Lockheed Martin	$10,415,658	$13,901 â–²	0.1%	17,233	0.3%	Aerospace
TSLA Tesla	$9,273,121	$28,898 â–¼	-0.3%	29,201	0.2%	Auto/Tires/Trucks
MGC Vanguard Mega Cap ETF	$9,114,550	$34,034 â–¼	-0.4%	38,564	0.2%	ETF
PIMCO ETF TR	$9,086,166	$513,077 â–¼	-5.3%	98,463	0.2%	ACTIVE BD ETF
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$9,048,447	$142,620 â–²	1.6%	360,999	0.2%	Manufacturing
VOO Vanguard S&P 500 ETF	$8,872,699	$1,542,922 â–²	21.1%	14,848	0.2%	ETF
PG Procter & Gamble	$8,386,488	$311,269 â–²	3.9%	58,062	0.2%	Consumer Staples
IXP iShares Global Comm Services ETF	$8,367,161	$12,749 â–¼	-0.2%	72,847	0.2%	ETF
META Meta Platforms	$8,351,382	$930,080 â–²	12.5%	14,681	0.2%	Computer and Technology
SCHB Schwab US Broad Market ETF	$8,206,808	$1,889,731 â–¼	-18.7%	326,964	0.2%	ETF
KO CocaCola	$7,779,281	$25,477 â–¼	-0.3%	102,292	0.2%	Consumer Staples
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$7,634,048	$402,184 â–²	5.6%	143,443	0.2%	Manufacturing
CVX Chevron	$7,401,959	$210,001 â–²	2.9%	35,776	0.2%	Energy
SNPS Synopsys	$7,152,499	$202,601 â–¼	-2.8%	18,040	0.2%	Computer and Technology
UNILEVER PLC	$7,147,570	$176,037 â–²	2.5%	125,462	0.2%	SPON ADR NEW
PALANTIR TECHNOLOGIES INC	$6,530,232	$2,223,895 â–²	51.6%	44,642	0.2%	CL A
PEP PepsiCo	$6,234,355	$8,230 â–¼	-0.1%	40,147	0.2%	Consumer Staples
XOM ExxonMobil	$6,083,770	$364,935 â–²	6.4%	35,859	0.2%	Energy
SUSA iShares MSCI USA ESG Select ETF	$5,945,273	$86,657 â–²	1.5%	45,006	0.2%	ETF
SCHF Schwab International Equity ETF	$5,924,788	$232,155 â–¼	-3.8%	239,385	0.2%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$5,899,935	$157,460 â–¼	-2.6%	130,356	0.2%	ETF
IWB iShares Russell 1000 ETF	$5,694,607	$146,546 â–¼	-2.5%	15,971	0.1%	ETF
VTV Vanguard Value ETF	$5,602,750	$163,829 â–²	3.0%	28,556	0.1%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$5,601,159	$735,486 â–¼	-11.6%	180,916	0.1%	ETF
KIMBERLY-CLARK CORP	$5,455,847	$1,093,195 â–²	25.1%	56,555	0.1%	COM

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