Destination Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Destination Wealth Management held in its portfolio 281 assets valued at $3,822,593,499 (i.e. $3.82B).
The most valuable assets in the portfolio included: APPLE INC ($234.60M), ISHARES TR ($159.16M), and SPDR SERIES TRUST ($158.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 281 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Destination Wealth Management - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 866317 | 234604147 | COM |
| ISHARES TR | 1593546 | 159163381 | CORE US AGGBD ET |
| SPDR SERIES TRUST | 3102894 | 158455446 | STATE STREET SPD |
| ISHARES TR | 840394 | 100998497 | CORE S&P SCP ETF |
| ALPHABET INC | 312514 | 97396772 | CAP STK CL A |
| MICROSOFT CORP | 188951 | 90765801 | COM |
| ISHARES INC | 1286405 | 86472123 | CORE MSCI EMKT |
| ISHARES U S ETF TR | 892414 | 83306828 | INT RT HDG C B |
| ISHARES TR | 798027 | 81709977 | 0-5 YR TIPS ETF |
| ISHARES TR | 625219 | 80753235 | EXPND TEC SC ETF |
| PIMCO ETF TR | 3026139 | 80737377 | MULTISECTOR BD |
| ISHARES TR | 793726 | 80698151 | 10-20 YR TRS ETF |
| ISHARES TR | 1500714 | 79357748 | ISHS 1-5YR INVS |
| ISHARES TR | 113236 | 77560024 | CORE S&P500 ETF |
| AMAZON COM INC | 323756 | 74658628 | COM |
| ISHARES TR | 1043354 | 68861374 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 141104 | 68839047 | GROWTH ETF |
| JPMORGAN CHASE & CO. | 212915 | 68476280 | COM |
| ISHARES TR | 608539 | 65941334 | U.S. UTILITS ETF |
| COSTCO WHSL CORP NEW | 73939 | 63760333 | COM |
| VISA INC | 178656 | 62568116 | COM CL A |
| ELI LILLY & CO | 56682 | 60836482 | COM |
| JOHNSON & JOHNSON | 289102 | 59829573 | COM |
| MASTERCARD INCORPORATED | 103662 | 59026219 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 109501 | 54913163 | CL B NEW |
| ISHARES TR | 1004200 | 46735459 | CORE UNIVRSL USD |
| BLACKROCK ETF TRUST | 1401203 | 46660045 | ISHARES A I INNO |
| SCHWAB STRATEGIC TR | 1945776 | 45472785 | US AGGREGATE B |
| COLGATE PALMOLIVE CO | 535282 | 42297947 | COM |
| ISHARES TR | 418785 | 40133576 | MSCI EAFE ETF |
| TJX COS INC NEW | 252497 | 38786077 | COM |
| AMERICAN EXPRESS CO | 104677 | 38605958 | COM |
| SCHWAB STRATEGIC TR | 1416630 | 38121511 | US LRG CAP ETF |
| ANALOG DEVICES INC | 127249 | 33689855 | COM |
| WALMART INC | 301363 | 33574850 | COM |
| ISHARES TR | 645857 | 32848300 | FLTG RATE NT ETF |
| DISNEY WALT CO | 281856 | 32066714 | COM |
| PIMCO ETF TR | 317605 | 31868442 | ENHAN SHRT MA AC |
| ASML HOLDING N V | 29627 | 31627089 | N Y REGISTRY SHS |
| QUALCOMM INC | 183258 | 31346302 | COM |
| ABBOTT LABS | 245217 | 30723176 | COM |
| GLOBAL X FDS | 636681 | 30426974 | US INFR DEV ETF |
| ISHARES TR | 612783 | 29873175 | CORE 1 5 YR USD |
| WASTE MGMT INC DEL | 135471 | 29561391 | COM |
| CAPITAL ONE FINL CORP | 121361 | 29413171 | COM |
| BLACKSTONE INC | 187451 | 28868408 | COM |
| INTERCONTINENTAL EXCHANGE IN | 165493 | 26803319 | COM |
| ECOLAB INC | 101408 | 26621622 | COM |
| AFLAC INC | 234701 | 25880429 | COM |
| MCDONALDS CORP | 83378 | 25376934 | COM |
| AMPLIFY ETF TR | 305210 | 24529739 | AMPLIFY CYBERSEC |
| STRYKER CORPORATION | 69589 | 24458587 | COM |
| INTUITIVE SURGICAL INC | 42032 | 23715681 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 40322 | 23364752 | COM |
| ISHARES TR | 499978 | 22099020 | CR 5 10 YR ETF |
| VERIZON COMMUNICATIONS INC | 538231 | 21922157 | COM |
| ROSS STORES INC | 117491 | 21164882 | COM |
| ISHARES TR | 201384 | 21084857 | GOV/CRED BD ETF |
| ISHARES TR | 434675 | 20799186 | ESG AWR US AGRGT |
| OREILLY AUTOMOTIVE INC | 228111 | 20744036 | COM |
| NVIDIA CORPORATION | 110190 | 20472594 | COM |
| PFIZER INC | 817906 | 20365850 | COM |
| ALPHABET INC | 56811 | 17609143 | CAP STK CL C |
| AMERICAN TOWER CORP NEW | 98065 | 17217340 | COM |
| SPDR S&P 500 ETF TR | 24048 | 16234426 | TR UNIT |
| ISHARES TR | 386790 | 15258853 | INTL SEL DIV ETF |
| VANGUARD INDEX FDS | 44546 | 14022985 | LARGE CAP ETF |
| ISHARES TR | 265622 | 13751238 | USD INV GRDE ETF |
| ZOETIS INC | 103874 | 13069421 | CL A |
| INVESCO QQQ TR | 21124 | 12930495 | UNIT SER 1 |
| WISDOMTREE TR | 237071 | 12232866 | US MIDCAP DIVID |
| BROADCOM INC | 39726 | 12169541 | COM |
| WISDOMTREE TR | 331812 | 11099115 | US SMALLCAP DIVD |
| TESLA INC | 29292 | 10553278 | COM |
| SCHWAB STRATEGIC TR | 402252 | 10551066 | US BRD MKT ETF |
| VANGUARD WORLD FD | 38708 | 9722275 | MEGA CAP INDEX |
| PIMCO ETF TR | 104023 | 9682461 | ACTIVE BD ETF |
| ISHARES TR | 355309 | 8968009 | ESG AWRE 1 5 YR |
| ISHARES TR | 72958 | 8843921 | GBL COMM SVC ETF |
| SYNOPSYS INC | 18551 | 8713776 | COM |
| META PLATFORMS INC | 13046 | 8563465 | CL A |
| LOCKHEED MARTIN CORP | 17210 | 8324132 | COM |
| PROCTER AND GAMBLE CO | 55907 | 8012062 | COM |
| UNILEVER PLC | 122372 | 8003129 | SPON ADR NEW |
| VANGUARD INDEX FDS | 12266 | 7692243 | S&P 500 ETF SHS |
| ISHARES TR | 135886 | 7321548 | ISHS 5-10YR INVT |
| COCA COLA CO | 102627 | 7049543 | COM |
| ISHARES TR | 44350 | 6180010 | ESG OPTIMIZED |
| SCHWAB STRATEGIC TR | 204672 | 6154487 | US MID-CAP ETF |
| ISHARES TR | 16382 | 6117756 | RUS 1000 ETF |
| INVESCO EXCHANGE TRADED FD T | 133835 | 6090815 | S&P500 EQL TEC |
| SCHWAB STRATEGIC TR | 248765 | 5980302 | INTL EQTY ETF |
| PEPSICO INC | 40200 | 5640743 | COM |
| VANGUARD WORLD FD | 19358 | 5572316 | HEALTH CAR ETF |
| CHEVRON CORP NEW | 34761 | 5297896 | COM |
| VANGUARD INDEX FDS | 27721 | 5294518 | VALUE ETF |
| PALANTIR TECHNOLOGIES INC | 29439 | 5232782 | CL A |
| SELECT SECTOR SPDR TR | 67396 | 5015523 | STATE STREET CON |
| DANAHER CORPORATION | 21281 | 4871686 | COM |
| VANECK ETF TRUST | 13315 | 4795100 | SEMICONDUCTR ETF |
| PIMCO ETF TR | 47503 | 4682605 | ENHANCD SHORT |
| KIMBERLY-CLARK CORP | 45223 | 4562503 | COM |
| ISHARES TR | 14299 | 4213008 | ISHARES SEMICDTR |
| EXXON MOBIL CORP | 33708 | 4056376 | COM |
| SCHWAB STRATEGIC TR | 123600 | 3520125 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 106569 | 3490119 | EMRG MKTEQ ETF |
| ADVANCED MICRO DEVICES INC | 13479 | 2886663 | COM |
| NETFLIX INC | 31390 | 2860641 | COM |
| UNITED PARCEL SERVICE INC | 27547 | 2732418 | CL B |
| VANGUARD INDEX FDS | 30411 | 2691083 | REAL ESTATE ETF |
| ORACLE CORP | 13715 | 2673262 | COM |
| CINTAS CORP | 19389 | 2623174 | COM |
| INVESCO EXCH TRADED FD TR II | 121483 | 2551143 | SR LN ETF |
| ISHARES TR | 43565 | 2503245 | CALIF MUN BD ETF |
| VANGUARD WORLD FD | 6338 | 2496519 | CONSUM DIS ETF |
| ISHARES TR | 22913 | 2444817 | SHRT NAT MUN ETF |
| ARISTA NETWORKS INC | 18655 | 2444365 | COM SHS |
| ISHARES TR | 71298 | 2416997 | US TELECOM ETF |
| VANGUARD INDEX FDS | 7204 | 2415241 | TOTAL STK MKT |
| ISHARES TR | 73992 | 2290797 | PFD AND INCM SEC |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| CISCO SYS INC | 27346 | 2106459 | COM |
| AXOS FINANCIAL INC | 24400 | 2102304 | COM |
| ISHARES TR | 33801 | 2100708 | U.S. MED DVC ETF |
| NOVO-NORDISK A S | 40183 | 2044516 | ADR |
| SCHWAB STRATEGIC TR | 61483 | 2005568 | US LCAP GR ETF |
| DBX ETF TR | 31456 | 1997613 | XTRACKERS MSCI |
| INTERNATIONAL BUSINESS MACHS | 6730 | 1993558 | COM |
| APPLIED MATLS INC | 7165 | 1841285 | COM |
| ISHARES TR | 16578 | 1826018 | TRUST ISHARE 0-1 |
| MERCADOLIBRE INC | 896 | 1804777 | COM |
| VANGUARD TAX-MANAGED FDS | 28515 | 1781343 | VAN FTSE DEV MKT |
| ISHARES TR | 30950 | 1561737 | TRS FLT RT BD |
| GOLDMAN SACHS GROUP INC | 1833 | 1540834 | COM |
| HOME DEPOT INC | 4272 | 1470059 | COM |
| VANGUARD SPECIALIZED FUNDS | 6643 | 1459930 | DIV APP ETF |
| ISHARES TR | 2889 | 1367364 | RUS 1000 GRW ETF |
| SCHWAB CHARLES CORP | 13552 | 1353959 | COM |
| BLACKROCK INC | 1253 | 1341136 | COM |
| MORGAN STANLEY | 6760 | 1200141 | COM NEW |
| INTUIT | 1699 | 1125452 | COM |
| INTEL CORP | 29452 | 1086797 | COM |
| NEXTERA ENERGY INC | 13461 | 1080644 | COM |
| PIMCO ETF TR | 19825 | 1063827 | 1-5 US TIP IDX |
| RTX CORPORATION | 5494 | 1007600 | COM |
| UNITED SEC BANCSHARES CALIF | 94506 | 951675 | COM |
| MANHATTAN ASSOCIATES INC | 5400 | 935874 | COM |
| SHOPIFY INC | 5332 | 858292 | CL A SUB VTG SHS |
| PUTNAM ETF TRUST | 108000 | 790560 | FRANKLIN CALIF |
| STARBUCKS CORP | 9264 | 780142 | COM |
| ISHARES U S ETF TR | 30994 | 763389 | INT RT HD LONG |
| ISHARES TR | 5865 | 755588 | ESG MSCI KLD 400 |
| VANGUARD STAR FDS | 9970 | 752137 | VG TL INTL STK F |
| BOEING CO | 3462 | 751598 | COM |
| VANGUARD WORLD FD | 10389 | 744060 | ESG INTL STK ETF |
| MCKESSON CORP | 895 | 734160 | COM |
| VANGUARD WHITEHALL FDS | 5105 | 732676 | HIGH DIV YLD |
| ISHARES TR | 8147 | 728852 | CORE MSCI EAFE |
| INVESCO EXCH TRADED FD TR II | 30116 | 727603 | CALIF AMT MUN |
| VANGUARD WORLD FD | 951 | 716540 | INF TECH ETF |
| CORNING INC | 8043 | 704256 | COM |
| VANGUARD BD INDEX FDS | 9483 | 702406 | TOTAL BND MRKT |
| VERTEX PHARMACEUTICALS INC | 1538 | 697268 | COM |
| BANK AMERICA CORP | 12516 | 688367 | COM |
| VANGUARD WORLD FD | 5678 | 686811 | ESG US STK ETF |
| CATERPILLAR INC | 1277 | 685626 | COM |
| GLOBAL X FDS | 23175 | 685594 | AUTONMOUS EV ETF |
| INVESCO EXCHANGE TRADED FD T | 3484 | 667423 | S&P500 EQL WGT |
| DIMENSIONAL ETF TRUST | 16194 | 641120 | US CORE EQUITY 2 |
| SALESFORCE INC | 2376 | 629298 | COM |
| SOUTHERN CO | 7103 | 619382 | COM |
| ADOBE INC | 1765 | 617732 | COM |
| MEDTRONIC PLC | 6371 | 611998 | SHS |
| LAM RESEARCH CORP | 3575 | 611969 | COM NEW |
| NUSHARES ETF TR | 13414 | 598935 | NUVEEN ESG SMLCP |
| ISHARES TR | 4878 | 593256 | CORE HIGH DV ETF |
| SPDR DOW JONES INDL AVERAGE | 1627 | 571865 | UT SER 1 |
| ISHARES TR | 3789 | 564485 | ESG AWR MSCI USA |
| SELECT SECTOR SPDR TR | 12331 | 557762 | STATE STREET FIN |
| FORTIVE CORP | 10094 | 557302 | COM |
| CME GROUP INC | 2032 | 554899 | COM |
| ISHARES TR | 7765 | 541531 | FUTURE EXPONENTI |
| ROBLOX CORP | 6646 | 538525 | CL A |
| MARKEL GROUP INC | 250 | 537413 | COM |
| ABBVIE INC | 2332 | 532822 | COM |
| EDWARDS LIFESCIENCES CORP | 6217 | 529999 | COM |
| MARATHON PETE CORP | 3245 | 527734 | COM |
| SCHWAB STRATEGIC TR | 19392 | 527661 | FUNDAMENTAL US L |
| IDEXX LABS INC | 774 | 523634 | COM |
| DUKE ENERGY CORP NEW | 4444 | 520917 | COM NEW |
| PIPER SANDLER COMPANIES | 1502 | 510244 | COM |
| GE AEROSPACE | 1640 | 505294 | COM NEW |
| SCHWAB STRATEGIC TR | 27171 | 502622 | US DIVIDEND EQ |
| TRAVELERS COMPANIES INC | 1723 | 499709 | COM |
| SPDR INDEX SHS FDS | 10583 | 495372 | PORTFOLIO EMG MK |
| TRANE TECHNOLOGIES PLC | 1269 | 493895 | SHS |
| AUTOMATIC DATA PROCESSING IN | 1898 | 488223 | COM |
| GLOBAL X FDS | 7355 | 477029 | LITHIUM BTRY ETF |
| BLACKROCK MUNIHLDNGS CALI QL | 44865 | 475569 | COM |
| PROFESIONALLY MANAGED PORTFO | 7216 | 472720 | AKRE FOCUS ETF |
| ISHARES TR | 1451 | 468639 | RUS 2000 GRW ETF |
| PROLOGIS INC. | 3601 | 459763 | COM |
| MERCK & CO INC | 4334 | 456165 | COM |
| AMGEN INC | 1393 | 456067 | COM |
| MARSH & MCLENNAN COS INC | 2455 | 455452 | COM |
| HEWLETT PACKARD ENTERPRISE C | 18900 | 453978 | COM |
| UNIVERSAL DISPLAY CORP | 3814 | 445399 | COM |
| CONSTELLATION ENERGY CORP | 1400 | 445340 | COM |
| WELLS FARGO CO NEW | 4711 | 439087 | COM |
| MAGNUM ICE CREAM CO NV | 27135 | 430090 | ORD SHS |
| AT&T INC | 17302 | 429792 | COM |
| SELECT SECTOR SPDR TR | 3356 | 416763 | STATE STREET TEC |
| S&P GLOBAL INC | 797 | 416504 | COM |
| ISHARES TR | 5975 | 414754 | CORE DIV GRWTH |
| ISHARES TR | 4093 | 410863 | 0-3 MNTH TREASRY |
| VANGUARD INDEX FDS | 1355 | 409325 | SML CP GRW ETF |
| SPDR GOLD TR | 1242 | 396507 | GOLD SHS |
| SSGA ACTIVE ETF TR | 9785 | 396341 | STATE STREET ULT |
| CONOCOPHILLIPS | 4148 | 388262 | COM |
| HP INC | 17314 | 385761 | COM |
| YUM BRANDS INC | 2525 | 381938 | COM |
| GILEAD SCIENCES INC | 3096 | 379962 | COM |
| CUMMINS INC | 742 | 378754 | COM |
| HONEYWELL INTL INC | 1939 | 378280 | COM |
| EVERSOURCE ENERGY | 5531 | 372389 | COM |
| ALTRIA GROUP INC | 6453 | 372061 | COM |
| SCHWAB STRATEGIC TR | 14293 | 369474 | CORE BOND ETF |
| CSW INDUSTRIALS INC | 1228 | 360455 | COM |
| RPM INTL INC | 3461 | 359895 | COM |
| ISHARES TR | 3774 | 355342 | MSCI USA MIN VOL |
| EPLUS INC | 4029 | 353343 | COM |
| AGILENT TECHNOLOGIES INC | 2564 | 348883 | COM |
| LABCORP HOLDINGS INC | 1368 | 343167 | COM SHS |
| PAPA JOHNS INTL INC | 8839 | 340219 | COM |
| AMERICAN CENTY ETF TR | 5625 | 330413 | AVANTIS US SMALL |
| NETEASE INC | 2397 | 329875 | SPONSORED ADS |
| AMERICAN CENTY ETF TR | 3401 | 319592 | INTL SMCP VLU |
| ISHARES TR | 2860 | 314343 | TIPS BD ETF |
| QUEST DIAGNOSTICS INC | 1798 | 312007 | COM |
| UNITEDHEALTH GROUP INC | 934 | 308255 | COM |
| VANGUARD INDEX FDS | 1194 | 307946 | SMALL CP ETF |
| HERITAGE COMM CORP | 24700 | 296647 | COM |
| ISHARES TR | 1625 | 294490 | RUS 2000 VAL ETF |
| OLD REP INTL CORP | 6342 | 289427 | COM |
| TEXAS INSTRS INC | 1613 | 279918 | COM |
| IRON MTN INC DEL | 4782 | 279892 | COM |
| JACOBS SOLUTIONS INC | 2092 | 277106 | COM |
| SPDR SERIES TRUST | 8531 | 273930 | BLOOMBERG INTL |
| ACCENTURE PLC IRELAND | 1109 | 271211 | SHS CLASS A |
| OPEN TEXT CORP | 8300 | 270414 | COM |
| AMPHENOL CORP NEW | 1974 | 266766 | CL A |
| KLA CORP | 218 | 264887 | COM NEW |
| DIMENSIONAL ETF TRUST | 4428 | 263643 | US TARGETED VLU |
| KEYSIGHT TECHNOLOGIES INC | 1272 | 258458 | COM |
| ALLSTATE CORP | 1214 | 252694 | COM |
| ISHARES TR | 2407 | 250424 | MORNINGSTAR GRWT |
| ISHARES TR | 1273 | 250098 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 853 | 247702 | MID CAP ETF |
| BANK NEW YORK MELLON CORP | 2129 | 247140 | COM |
| CARDINAL HEALTH INC | 1200 | 246600 | COM |
| ISHARES TR | 2608 | 246091 | MORNINGSTAR VALU |
| TAIWAN SEMICONDUCTOR MFG LTD | 946 | 242573 | SPONSORED ADS |
| SPDR SERIES TRUST | 10571 | 238165 | BLOOMBERG INTL T |
| EQUITY LIFESTYLE PPTYS INC | 3824 | 231750 | COM |
| ISHARES TR | 1551 | 230618 | CORE S&P TTL STK |
| REDDIT INC | 1000 | 229870 | CL A |
| ISHARES TR | 1380 | 228818 | DOW JONES US ETF |
| CHUBB LIMITED | 713 | 222542 | COM |
| SCHWAB STRATEGIC TR | 4765 | 215414 | FUNDAMENTAL INTL |
| ELEVANCE HEALTH INC FORMERLY | 614 | 215263 | COM |
| EBAY INC. | 2466 | 214789 | COM |
| EVERCORE INC | 627 | 213337 | CLASS A |
| ISHARES GOLD TR | 2517 | 204305 | ISHARES NEW |
| MADRIGAL PHARMACEUTICALS INC | 350 | 203819 | COM |
| ISHARES TR | 3830 | 201839 | ESG SELECT SCRE |
| T-MOBILE US INC | 988 | 200604 | COM |
| IPG PHOTONICS CORP | 2800 | 200480 | COM |
| FORD MTR CO | 14827 | 194532 | COM |
| WEAVE COMMUNICATIONS INC | 21210 | 160984 | COM |
| CORNERSTONE TOTAL RETURN FD | 10000 | 80100 | COM |
| IOVANCE BIOTHERAPEUTICS INC | 20000 | 54600 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.