YCMNET Advisors
Latest statistics and disclosures from Destination Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AGG, IJR, IJH, PYLD, and represent 18.42% of Destination Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$59M), IJH (+$38M), PYLD (+$29M), IJR (+$12M), AGG (+$9.0M), STX (+$8.6M), LQDH, TLH, IGSB, STIP.
- Started 31 new stock positions in MIDD, OHI, WDC, PH, SOXL, ELV, APH, MU, NTAP, XOMO.
- Reduced shares in these 10 stocks: SMH (-$8.6M), ZTS (-$5.7M), VOO (-$5.6M), GOOGL, AAPL, IEMG, QQQ, ADI, IGM, ASML.
- Sold out of its positions in ADBE, HTBK, TIP, CRM, SNAP, UBER, United Security Bancshares, VCIT, ACN.
- Destination Wealth Management was a net buyer of stock by $161M.
- Destination Wealth Management has $4.3B in assets under management (AUM), dropping by 11.18%.
- Central Index Key (CIK): 0001278573
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Portfolio Holdings for Destination Wealth Management
Destination Wealth Management holds 325 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $245M | 847k | 289.36 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.1 | $176M | +5% | 1.8M | 98.98 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $137M | +9% | 921k | 148.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $119M | +46% | 1.5M | 77.11 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 2.6 | $113M | +33% | 4.3M | 26.52 |
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| Ishares Core Msci Emkt (IEMG) | 2.6 | $113M | -3% | 1.4M | 82.84 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $104M | -4% | 290k | 357.37 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 2.3 | $99M | -2% | 603k | 163.58 |
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| Spdr Series Trust State Street Spd (SDY) | 2.3 | $97M | 635k | 152.18 |
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| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 2.1 | $90M | +4% | 968k | 93.13 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 2.1 | $89M | +3% | 891k | 100.35 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.0 | $87M | +2% | 847k | 102.16 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.9 | $84M | +2% | 1.6M | 52.41 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $81M | 109k | 748.89 |
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| Amazon (AMZN) | 1.9 | $80M | +2% | 336k | 238.34 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.8 | $77M | 1.5M | 52.72 |
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| Microsoft Corporation (MSFT) | 1.8 | $76M | +2% | 204k | 373.02 |
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| Johnson & Johnson (JNJ) | 1.7 | $71M | 281k | 253.97 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.6 | $71M | +498% | 819k | 86.14 |
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| Costco Wholesale Corporation (COST) | 1.6 | $71M | 75k | 935.46 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $70M | 215k | 327.33 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.6 | $70M | +2% | 673k | 103.88 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 1.6 | $69M | 605k | 114.61 |
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| Eli Lilly & Co. (LLY) | 1.6 | $68M | 57k | 1199.42 |
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| Visa Com Cl A (V) | 1.5 | $64M | 187k | 343.09 |
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| Spdr Series Trust State Street Spd (SPTL) | 1.4 | $59M | 2.2M | 26.23 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $57M | +2% | 115k | 500.39 |
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| Mastercard Incorporated Cl A (MA) | 1.3 | $56M | +2% | 109k | 513.60 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.2 | $53M | -5% | 27k | 1989.44 |
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| Colgate-Palmolive Company (CL) | 1.2 | $52M | 564k | 91.68 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 1.2 | $49M | +2% | 1.1M | 46.15 |
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| Analog Devices (ADI) | 1.1 | $46M | -6% | 115k | 397.17 |
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| TJX Companies (TJX) | 0.9 | $38M | 247k | 151.50 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.9 | $37M | 621k | 58.92 |
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| American Express Company (AXP) | 0.8 | $36M | 106k | 338.25 |
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| Qualcomm (QCOM) | 0.8 | $36M | 193k | 184.79 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.8 | $36M | +6% | 353k | 100.81 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.8 | $35M | 681k | 51.05 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.8 | $35M | -3% | 1.5M | 23.13 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $34M | +3% | 407k | 83.75 |
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| Wal-Mart Stores (WMT) | 0.8 | $33M | 293k | 113.26 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.8 | $32M | 309k | 104.93 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.7 | $31M | 644k | 48.25 |
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| Waste Management (WM) | 0.7 | $31M | 138k | 222.88 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $29M | -6% | 976k | 29.43 |
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| Ecolab (ECL) | 0.7 | $29M | 103k | 278.61 |
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| AFLAC Incorporated (AFL) | 0.6 | $28M | 236k | 117.25 |
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| Walt Disney Company (DIS) | 0.6 | $26M | 275k | 96.25 |
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| Abbott Laboratories (ABT) | 0.6 | $25M | +8% | 280k | 90.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $25M | 70k | 353.33 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $25M | +4% | 208k | 117.67 |
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| NVIDIA Corporation (NVDA) | 0.6 | $25M | -4% | 122k | 200.09 |
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| McDonald's Corporation (MCD) | 0.6 | $24M | +3% | 89k | 270.31 |
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| Ross Stores (ROST) | 0.6 | $24M | -2% | 113k | 212.85 |
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| Verizon Communications (VZ) | 0.6 | $24M | 562k | 42.34 |
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| Pfizer (PFE) | 0.5 | $24M | +3% | 976k | 24.08 |
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| Capital One Financial (COF) | 0.5 | $23M | -2% | 116k | 200.62 |
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| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.5 | $23M | +2% | 529k | 43.61 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $23M | +6% | 483k | 47.41 |
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| Stryker Corporation (SYK) | 0.5 | $23M | 72k | 314.84 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $22M | +2% | 44k | 501.36 |
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| Ishares Tr Gov/cred Bd Etf (GBF) | 0.5 | $22M | 210k | 103.83 |
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| O'reilly Automotive (ORLY) | 0.5 | $22M | +2% | 236k | 92.09 |
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| Intercontinental Exchange (ICE) | 0.5 | $21M | 171k | 123.11 |
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| American Tower Reit (AMT) | 0.4 | $19M | +3% | 117k | 163.57 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $19M | +5% | 47k | 397.68 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $17M | -2% | 23k | 746.76 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $16M | -15% | 22k | 736.41 |
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| Broadcom (AVGO) | 0.4 | $16M | +14% | 43k | 377.75 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $16M | 374k | 41.43 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $15M | 45k | 343.91 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.3 | $14M | 280k | 51.29 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $14M | 240k | 56.52 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $13M | 324k | 40.68 |
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| Tesla Motors (TSLA) | 0.3 | $12M | -5% | 28k | 420.60 |
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| Vanguard World Mega Cap Index (MGC) | 0.2 | $11M | 39k | 273.63 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $9.4M | +3% | 102k | 92.21 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $9.3M | +3% | 374k | 24.99 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $9.3M | -2% | 320k | 28.96 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $9.2M | 14k | 640.74 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $9.0M | +2% | 18k | 509.46 |
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| Procter & Gamble Company (PG) | 0.2 | $8.9M | +4% | 61k | 146.64 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $8.6M | NEW | 8.9k | 965.01 |
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| Coca-Cola Company (KO) | 0.2 | $8.5M | +2% | 105k | 81.27 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.2 | $8.4M | +2% | 75k | 112.85 |
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| Meta Platforms Cl A (META) | 0.2 | $8.3M | 15k | 563.28 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $8.1M | +6% | 153k | 53.17 |
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| Unilever Spon Adr New (UL) | 0.2 | $8.1M | +7% | 135k | 60.12 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $8.1M | -3% | 125k | 64.50 |
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| Synopsys (SNPS) | 0.2 | $8.0M | 18k | 446.07 |
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| Advanced Micro Devices (AMD) | 0.2 | $7.9M | -3% | 14k | 580.91 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $7.3M | +5% | 48k | 154.30 |
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| Applied Materials (AMAT) | 0.2 | $7.0M | +36% | 9.7k | 723.04 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $6.9M | +5% | 17k | 409.49 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $6.5M | +5% | 60k | 109.77 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $6.5M | -2% | 177k | 36.87 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $6.5M | 235k | 27.70 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $6.4M | +2% | 29k | 217.93 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $6.2M | +6% | 21k | 299.01 |
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| Chevron Corporation (CVX) | 0.1 | $6.0M | 37k | 165.76 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $5.9M | 14k | 433.32 |
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| Pepsi (PEP) | 0.1 | $5.6M | +2% | 41k | 135.40 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $5.5M | +4% | 67k | 83.07 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $5.1M | -2% | 141k | 36.13 |
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| Pimco Etf Tr Enhancd Short (EMNT) | 0.1 | $5.0M | +4% | 51k | 98.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $4.5M | -55% | 6.6k | 686.79 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $4.2M | -14% | 31k | 136.72 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $4.1M | -6% | 138k | 30.01 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $3.9M | -6% | 42k | 92.27 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $3.8M | 104k | 36.26 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.3M | 34k | 96.43 |
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| Arista Networks Com Shs (ANET) | 0.1 | $3.2M | 19k | 169.88 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $3.0M | +14% | 8.2k | 370.02 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.1 | $3.0M | 70k | 42.31 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $2.9M | +32% | 26k | 110.35 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $2.9M | -44% | 25k | 116.67 |
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| Cintas Corporation (CTAS) | 0.1 | $2.8M | 17k | 170.08 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $2.8M | -9% | 26k | 107.50 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $2.7M | +5% | 6.9k | 396.61 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $2.7M | +13% | 134k | 20.37 |
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| Intel Corporation (INTC) | 0.1 | $2.7M | -35% | 19k | 139.63 |
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| Abbvie (ABBV) | 0.1 | $2.7M | +95% | 11k | 251.64 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.1 | $2.7M | 105k | 25.52 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.6M | +8% | 86k | 30.49 |
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| Cisco Systems (CSCO) | 0.1 | $2.6M | +2% | 22k | 117.46 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.4M | -3% | 23k | 106.47 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $2.4M | 27k | 90.79 |
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| Bofi Holding (AX) | 0.1 | $2.4M | 24k | 97.39 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $2.3M | 68k | 33.84 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.3M | 9.6k | 236.61 |
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| Netflix (NFLX) | 0.1 | $2.2M | 31k | 71.40 |
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| International Business Machines (IBM) | 0.1 | $2.2M | 7.9k | 281.22 |
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| Corning Incorporated (GLW) | 0.1 | $2.2M | 8.5k | 255.44 |
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| WestAmerica Ban (WABC) | 0.0 | $2.1M | NEW | 36k | 58.67 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $2.1M | -2% | 30k | 69.46 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $2.0M | +476% | 37k | 54.38 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $2.0M | +16% | 41k | 49.41 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $2.0M | +74% | 38k | 53.34 |
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| Oracle Corporation (ORCL) | 0.0 | $2.0M | -7% | 14k | 146.55 |
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| Sandisk Corp (SNDK) | 0.0 | $2.0M | NEW | 860.00 | 2273.73 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $1.9M | -2% | 40k | 47.94 |
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| Danaher Corporation (DHR) | 0.0 | $1.9M | -32% | 10k | 190.48 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $1.8M | +11% | 36k | 50.63 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.8M | -12% | 26k | 71.25 |
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| Goldman Sachs (GS) | 0.0 | $1.8M | -17% | 1.7k | 1011.08 |
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| Home Depot (HD) | 0.0 | $1.7M | +11% | 4.9k | 352.69 |
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| Caterpillar (CAT) | 0.0 | $1.6M | +15% | 1.5k | 1065.17 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.6M | -46% | 7.6k | 212.77 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.6M | -40% | 27k | 57.64 |
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| Morgan Stanley Com New (MS) | 0.0 | $1.6M | +10% | 7.5k | 209.03 |
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| MercadoLibre (MELI) | 0.0 | $1.5M | 896.00 | 1697.39 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.5M | +318% | 12k | 124.17 |
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| Zoetis Cl A (ZTS) | 0.0 | $1.5M | -79% | 21k | 71.86 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.5M | 2.00 | 748850.00 |
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| Blackrock (BLK) | 0.0 | $1.3M | +8% | 1.4k | 961.56 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $1.2M | +7% | 6.2k | 189.73 |
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| Bank of America Corporation (BAC) | 0.0 | $1.2M | 21k | 56.98 |
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| Nextera Energy (NEE) | 0.0 | $1.2M | -4% | 13k | 87.77 |
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| Community West Bancshares (CWBC) | 0.0 | $1.1M | NEW | 43k | 26.86 |
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| Starbucks Corporation (SBUX) | 0.0 | $1.0M | 10k | 102.19 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $1.0M | +3% | 5.3k | 190.53 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $1.0M | +31% | 2.1k | 477.54 |
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| Kla Corp Com New (KLAC) | 0.0 | $987k | +931% | 3.3k | 301.71 |
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| Ge Aerospace Com New (GE) | 0.0 | $938k | +21% | 2.5k | 373.71 |
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| Wells Fargo & Company (WFC) | 0.0 | $934k | 11k | 82.64 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $924k | +11% | 6.5k | 142.39 |
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| Western Digital (WDC) | 0.0 | $918k | NEW | 1.4k | 638.72 |
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| Cummins (CMI) | 0.0 | $913k | +15% | 1.3k | 713.27 |
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| Boeing Company (BA) | 0.0 | $885k | +6% | 4.1k | 216.46 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $860k | 10k | 82.34 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $856k | +3% | 35k | 24.51 |
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| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $845k | -2% | 22k | 38.57 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $841k | 3.3k | 255.67 |
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| Illinois Tool Works (ITW) | 0.0 | $837k | +12% | 3.1k | 270.45 |
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| Chubb (CB) | 0.0 | $834k | +5% | 2.4k | 340.74 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $816k | 9.5k | 85.49 |
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| Jacobs Engineering Group (J) | 0.0 | $812k | 6.4k | 125.99 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $802k | -5% | 18k | 45.11 |
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| Putnam Etf Trust Franklin Calif (FTCA) | 0.0 | $801k | 108k | 7.42 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $790k | +2% | 1.6k | 496.73 |
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| Merck & Co (MRK) | 0.0 | $786k | 6.1k | 128.49 |
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| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 0.0 | $767k | 31k | 24.58 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $758k | -11% | 4.8k | 158.02 |
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| Manhattan Associates (MANH) | 0.0 | $753k | 5.4k | 139.25 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $728k | 5.5k | 132.24 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $725k | -6% | 7.9k | 91.64 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $725k | 6.3k | 114.18 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $718k | 16k | 44.36 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $699k | 13k | 52.12 |
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| Ge Vernova (GEV) | 0.0 | $694k | +4% | 591.00 | 1174.07 |
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| Iron Mountain (IRM) | 0.0 | $691k | +5% | 5.5k | 126.31 |
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| Southern Company (SO) | 0.0 | $680k | 7.1k | 95.71 |
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| Copart (CPRT) | 0.0 | $662k | +3% | 24k | 28.19 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $658k | -5% | 6.8k | 96.58 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $657k | +400% | 24k | 27.41 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $654k | +7% | 5.2k | 126.59 |
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| Travelers Companies (TRV) | 0.0 | $648k | -24% | 2.0k | 330.12 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $640k | -12% | 1.6k | 394.07 |
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| Edwards Lifesciences (EW) | 0.0 | $622k | +8% | 6.9k | 90.46 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $620k | +687% | 5.2k | 119.52 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $617k | +19% | 2.1k | 298.12 |
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| Spdr Series Trust Bloomberg Intl (IBND) | 0.0 | $613k | +98% | 20k | 31.18 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $613k | +6% | 3.7k | 163.67 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $592k | +20% | 7.8k | 75.79 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $591k | 54k | 10.99 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $589k | 1.1k | 522.39 |
|
|
| Medtronic SHS (MDT) | 0.0 | $583k | +9% | 7.5k | 78.23 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $575k | 7.3k | 78.28 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $567k | -5% | 1.7k | 342.83 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $566k | 4.8k | 117.50 |
|
|
| Altria (MO) | 0.0 | $547k | -6% | 7.6k | 71.95 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.0 | $527k | 10k | 51.78 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $525k | -5% | 9.8k | 53.61 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $507k | -6% | 2.9k | 173.52 |
|
| Gilead Sciences (GILD) | 0.0 | $505k | -14% | 4.0k | 126.34 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $504k | -25% | 16k | 31.10 |
|
| Intuit (INTU) | 0.0 | $500k | +10% | 1.9k | 261.04 |
|
| Keysight Technologies (KEYS) | 0.0 | $499k | +5% | 1.4k | 350.07 |
|
| Prologis (PLD) | 0.0 | $498k | 3.7k | 135.46 |
|
|
| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $493k | 7.3k | 67.56 |
|
|
| Markel Corporation (MKL) | 0.0 | $492k | 252.00 | 1953.01 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $483k | +15% | 917.00 | 526.44 |
|
| Direxion Shares Etf Trust Daily Semiconduc (SOXL) | 0.0 | $480k | NEW | 1.8k | 266.71 |
|
| Spdr Series Trust Bloomberg Intl T (BWX) | 0.0 | $479k | +92% | 22k | 21.68 |
|
| Ishares Tr Future Exponenti (XT) | 0.0 | $479k | -3% | 5.8k | 82.63 |
|
| Automatic Data Processing (ADP) | 0.0 | $467k | +7% | 2.1k | 223.95 |
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $466k | 27k | 17.41 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $454k | 1.2k | 368.38 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $452k | +32% | 2.1k | 219.43 |
|
| Amgen (AMGN) | 0.0 | $452k | -16% | 1.2k | 362.23 |
|
| Cme (CME) | 0.0 | $450k | 2.0k | 220.83 |
|
|
| Eversource Energy (ES) | 0.0 | $446k | +9% | 6.2k | 72.27 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.0 | $445k | NEW | 11k | 41.03 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $436k | 4.5k | 96.46 |
|
|
| RPM International (RPM) | 0.0 | $434k | +14% | 3.9k | 111.14 |
|
| Piper Sandler Companies Com New (PIPR) | 0.0 | $431k | 6.0k | 72.34 |
|
|
| ConocoPhillips (COP) | 0.0 | $430k | -5% | 4.1k | 103.96 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $420k | 4.1k | 103.05 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $405k | +10% | 3.1k | 132.83 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $404k | -95% | 616.00 | 655.80 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $396k | +21% | 2.7k | 144.63 |
|
| Ssga Active Etf Tr State Street Ult (ULST) | 0.0 | $392k | 9.7k | 40.42 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $392k | 7.4k | 53.19 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $381k | NEW | 1.1k | 340.92 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $376k | 1.8k | 211.95 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $376k | 2.3k | 166.67 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $374k | +3% | 1.7k | 221.18 |
|
| Micron Technology (MU) | 0.0 | $374k | NEW | 324.00 | 1154.29 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $371k | 1.3k | 280.09 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $371k | +17% | 1.0k | 354.26 |
|
| UnitedHealth (UNH) | 0.0 | $370k | +6% | 891.00 | 415.71 |
|
| Hp (HPQ) | 0.0 | $367k | -3% | 17k | 21.94 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $365k | +6% | 12k | 31.71 |
|
| eBay (EBAY) | 0.0 | $362k | +20% | 3.2k | 111.75 |
|
| CVB Financial (CVBF) | 0.0 | $362k | NEW | 16k | 22.55 |
|
| Listed Fds Tr Horizon Kinetics (INFL) | 0.0 | $361k | 7.2k | 49.88 |
|
|
| Constellation Energy (CEG) | 0.0 | $358k | 1.4k | 248.35 |
|
|
| Coherent Corp (COHR) | 0.0 | $357k | 904.00 | 394.47 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $356k | -21% | 6.0k | 59.69 |
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.0 | $350k | 4.8k | 73.34 |
|
|
| Csw Industrials (CSW) | 0.0 | $342k | 1.2k | 278.30 |
|
|
| At&t (T) | 0.0 | $342k | -25% | 17k | 20.70 |
|
| S&p Global (SPGI) | 0.0 | $340k | +7% | 835.00 | 407.26 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $340k | -12% | 1.1k | 303.12 |
|
| Marvell Technology (MRVL) | 0.0 | $339k | NEW | 1.1k | 298.00 |
|
| Universal Display Corporation (OLED) | 0.0 | $339k | 3.9k | 86.59 |
|
|
| ePlus (PLUS) | 0.0 | $333k | 4.0k | 83.23 |
|
|
| IPG Photonics Corporation (IPGP) | 0.0 | $329k | 2.8k | 117.32 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $318k | -16% | 647.00 | 491.16 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $310k | 4.4k | 69.90 |
|
|
| Papa John's Int'l (PZZA) | 0.0 | $309k | 8.4k | 36.77 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $308k | -4% | 841.00 | 365.75 |
|
| Allstate Corporation (ALL) | 0.0 | $304k | 1.3k | 237.94 |
|
|
| Old Republic International Corporation (ORI) | 0.0 | $301k | +9% | 7.4k | 40.92 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $298k | 993.00 | 300.48 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $298k | -2% | 2.7k | 110.32 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.0 | $286k | 3.8k | 75.68 |
|
|
| Sempra Energy (SRE) | 0.0 | $286k | +45% | 3.1k | 92.71 |
|
| Ishares Tr 3yrtb Etf (ISHG) | 0.0 | $285k | NEW | 3.8k | 74.25 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $284k | 3.8k | 75.28 |
|
|
| Middleby Corporation (MIDD) | 0.0 | $282k | NEW | 1.6k | 172.01 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $282k | 2.4k | 117.02 |
|
|
| Franklin Resources (BEN) | 0.0 | $277k | NEW | 8.3k | 33.27 |
|
| Spdr Series Trust Bloomberg Short (BWZ) | 0.0 | $275k | NEW | 10k | 26.75 |
|
| Cardinal Health (CAH) | 0.0 | $274k | -4% | 1.2k | 237.56 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $270k | NEW | 2.6k | 103.46 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $269k | -27% | 2.7k | 100.68 |
|
| Spdr Series Trust Ftse Int Gvt Etf (WIP) | 0.0 | $265k | NEW | 6.7k | 39.39 |
|
| Ishares Tr Morningstar Valu (ILCV) | 0.0 | $264k | 2.6k | 101.24 |
|
|
| Equity Lifestyle Properties (ELS) | 0.0 | $261k | 4.1k | 64.46 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $258k | NEW | 264.00 | 978.12 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $254k | NEW | 5.3k | 47.68 |
|
| Tidal Trust Ii Yieldmax Xom Opt (XOMO) | 0.0 | $252k | NEW | 24k | 10.52 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $252k | 1.4k | 182.28 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $251k | -6% | 1.5k | 164.27 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $250k | NEW | 1.4k | 176.32 |
|
| Itt (ITT) | 0.0 | $249k | 1.3k | 197.81 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $249k | -13% | 4.7k | 52.75 |
|
| Fortive (FTV) | 0.0 | $246k | -29% | 4.0k | 61.10 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $244k | +6% | 3.2k | 75.51 |
|
| Evercore Class A (EVR) | 0.0 | $236k | 691.00 | 341.44 |
|
|
| Wisdomtree Tr Intl Midcap Dv (DIM) | 0.0 | $235k | NEW | 2.8k | 85.23 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $233k | 4.5k | 51.88 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $232k | 2.4k | 98.38 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $231k | -38% | 3.1k | 73.41 |
|
| Anthem (ELV) | 0.0 | $231k | NEW | 596.00 | 386.78 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $230k | NEW | 1.8k | 124.42 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $229k | -24% | 2.3k | 98.22 |
|
| Metropcs Communications (TMUS) | 0.0 | $226k | +3% | 1.3k | 167.73 |
|
| Honeywell International | 0.0 | $226k | -52% | 1.0k | 223.79 |
|
| NetApp (NTAP) | 0.0 | $225k | NEW | 1.5k | 154.76 |
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $224k | 4.0k | 56.18 |
|
|
| Ishares Tr Esg Select Scre (XVV) | 0.0 | $219k | NEW | 3.8k | 56.79 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $218k | 9.0k | 24.14 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $215k | 3.2k | 66.60 |
|
|
| State Street Corporation (STT) | 0.0 | $214k | NEW | 1.3k | 169.60 |
|
| McKesson Corporation (MCK) | 0.0 | $213k | +3% | 282.00 | 756.41 |
|
| Monster Beverage Corp (MNST) | 0.0 | $211k | NEW | 2.2k | 96.12 |
|
| PNC Financial Services (PNC) | 0.0 | $210k | NEW | 854.00 | 246.31 |
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $205k | NEW | 1.9k | 107.00 |
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $205k | NEW | 3.6k | 57.00 |
|
| Spdr Series Trust State Street Spd (BILS) | 0.0 | $200k | -14% | 2.0k | 99.38 |
|
| Ford Motor Company (F) | 0.0 | $180k | -11% | 13k | 13.90 |
|
| Weave Communications (WEAV) | 0.0 | $127k | 21k | 5.99 |
|
|
| Iovance Biotherapeutics (IOVA) | 0.0 | $83k | 20k | 4.16 |
|
Past Filings by Destination Wealth Management
SEC 13F filings are viewable for Destination Wealth Management going back to 2011
- Destination Wealth Management 2026 Q2 filed Aug. 14, 2026
- Destination Wealth Management 2026 Q1 filed May 15, 2026
- Destination Wealth Management 2025 Q4 filed Feb. 13, 2026
- Destination Wealth Management 2025 Q3 filed Nov. 14, 2025
- Destination Wealth Management 2025 Q2 filed Aug. 14, 2025
- Destination Wealth Management 2025 Q1 filed May 15, 2025
- Destination Wealth Management 2024 Q4 filed Feb. 7, 2025
- Destination Wealth Management 2024 Q3 filed Nov. 25, 2024
- Destination Wealth Management 2024 Q2 filed July 25, 2024
- Destination Wealth Management 2024 Q1 filed May 14, 2024
- Destination Wealth Management 2023 Q4 filed Feb. 14, 2024
- Destination Wealth Management 2023 Q3 filed Nov. 14, 2023
- Destination Wealth Management 2023 Q2 filed Aug. 11, 2023
- Destination Wealth Management 2023 Q1 filed May 5, 2023
- Destination Wealth Management 2022 Q4 filed Feb. 13, 2023
- Destination Wealth Management 2022 Q3 filed Nov. 14, 2022