YCMNET Advisors
Latest statistics and disclosures from Destination Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AGG, IJR, IEMG, SDY, and represent 17.63% of Destination Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VEU (+$29M), EFA (+$23M), AGG (+$9.1M), IEMG (+$8.6M), TLH (+$7.0M), PYLD, GOOG, MSFT, PFE, LQDH.
- Started 27 new stock positions in IXJ, SNAP, IJK, ITW, QUAL, ITT, VBIL, IWR, UBER, VCIT.
- Reduced shares in these 10 stocks: SCHX (-$9.6M), SCHZ (-$9.1M), IVV, SDY, GOOGL, ASML, SCHB, VUG, JNJ, AAPL.
- Sold out of its positions in APH, ELV, CRF, XVV, MDGL, NTES, OTEX, Piper Jaffray Companies, RDDT, SCCR. VO, YUM.
- Destination Wealth Management was a net buyer of stock by $119M.
- Destination Wealth Management has $3.9B in assets under management (AUM), dropping by 0.58%.
- Central Index Key (CIK): 0001278573
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Portfolio Holdings for Destination Wealth Management
Destination Wealth Management holds 303 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $218M | 861k | 253.79 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 4.3 | $167M | +5% | 1.7M | 99.27 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $104M | 838k | 124.31 |
|
|
| Ishares Core Msci Emkt (IEMG) | 2.5 | $98M | +9% | 1.4M | 69.75 |
|
| Spdr Series Trust State Street Spd (SDY) | 2.4 | $92M | -3% | 629k | 145.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $87M | -2% | 304k | 287.56 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 2.3 | $87M | +8% | 863k | 100.72 |
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 2.2 | $86M | +4% | 930k | 92.34 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.2 | $85M | +3% | 826k | 103.43 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 2.2 | $84M | +5% | 3.2M | 26.20 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.1 | $81M | +3% | 1.5M | 52.56 |
|
| Costco Wholesale Corporation (COST) | 1.9 | $75M | 75k | 996.43 |
|
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| Microsoft Corporation (MSFT) | 1.9 | $74M | +5% | 199k | 370.17 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 1.9 | $74M | 621k | 118.51 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $72M | 1.1M | 67.53 |
|
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| Ishares Tr U.s. Utilits Etf (IDU) | 1.8 | $70M | 606k | 116.11 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $70M | -5% | 107k | 653.21 |
|
| Johnson & Johnson (JNJ) | 1.8 | $69M | -2% | 283k | 244.44 |
|
| Amazon (AMZN) | 1.8 | $68M | 328k | 208.27 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.7 | $64M | +57% | 658k | 97.13 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $64M | 216k | 294.16 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 1.6 | $60M | -2% | 137k | 436.79 |
|
| Spdr Series Trust State Street Spd (SPTL) | 1.5 | $58M | +3% | 2.2M | 26.30 |
|
| Visa Com Cl A (V) | 1.4 | $56M | +3% | 185k | 302.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $54M | +2% | 112k | 479.20 |
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| Mastercard Incorporated Cl A (MA) | 1.4 | $53M | +2% | 106k | 499.66 |
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| Eli Lilly & Co. (LLY) | 1.4 | $52M | 57k | 919.78 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.3 | $49M | +5% | 1.5M | 32.95 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 1.3 | $48M | +4% | 1.0M | 46.19 |
|
| Colgate-Palmolive Company (CL) | 1.2 | $47M | +3% | 553k | 85.23 |
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| TJX Companies (TJX) | 1.0 | $40M | 250k | 159.70 |
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| Analog Devices (ADI) | 1.0 | $39M | -3% | 123k | 318.14 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.0 | $37M | -5% | 28k | 1320.83 |
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| Wal-Mart Stores (WMT) | 1.0 | $37M | 298k | 124.28 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.9 | $36M | -20% | 1.6M | 23.22 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.9 | $35M | +4% | 678k | 50.95 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.9 | $34M | +4% | 333k | 100.57 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.8 | $32M | 631k | 50.81 |
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| American Express Company (AXP) | 0.8 | $32M | 105k | 302.48 |
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| Waste Management (WM) | 0.8 | $31M | 136k | 229.79 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.8 | $31M | +3% | 633k | 48.46 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $29M | NEW | 392k | 75.10 |
|
| Verizon Communications (VZ) | 0.7 | $28M | +2% | 552k | 50.20 |
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| Ecolab (ECL) | 0.7 | $27M | 102k | 266.02 |
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| Walt Disney Company (DIS) | 0.7 | $27M | 279k | 96.38 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $27M | -26% | 1.0M | 25.64 |
|
| McDonald's Corporation (MCD) | 0.7 | $27M | +2% | 86k | 310.79 |
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| Pfizer (PFE) | 0.7 | $27M | +15% | 943k | 28.08 |
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| Intercontinental Exchange (ICE) | 0.7 | $26M | 168k | 157.28 |
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| Abbott Laboratories (ABT) | 0.7 | $26M | +4% | 257k | 102.67 |
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| AFLAC Incorporated (AFL) | 0.7 | $26M | 237k | 109.71 |
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| Ross Stores (ROST) | 0.7 | $25M | 116k | 216.63 |
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| Qualcomm (QCOM) | 0.6 | $25M | +3% | 190k | 128.78 |
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| Stryker Corporation (SYK) | 0.6 | $23M | 71k | 328.59 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.6 | $23M | 310k | 75.09 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $23M | +6% | 200k | 114.99 |
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| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.6 | $23M | +3% | 516k | 43.82 |
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| NVIDIA Corporation (NVDA) | 0.6 | $22M | +16% | 128k | 174.40 |
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| Ishares Tr Gov/cred Bd Etf (GBF) | 0.6 | $22M | +4% | 210k | 104.17 |
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| Capital One Financial (COF) | 0.6 | $22M | -2% | 119k | 182.43 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.6 | $22M | +4% | 455k | 47.55 |
|
| O'reilly Automotive (ORLY) | 0.6 | $21M | 230k | 92.31 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $21M | +5% | 42k | 491.54 |
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| Intuitive Surgical Com New (ISRG) | 0.5 | $21M | +6% | 45k | 460.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $20M | +24% | 71k | 286.86 |
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| American Tower Reit (AMT) | 0.5 | $20M | +15% | 113k | 172.58 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $16M | -3% | 374k | 42.56 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $16M | 24k | 650.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $15M | +25% | 27k | 577.19 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $14M | +4% | 277k | 51.23 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $13M | 44k | 298.85 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $12M | 236k | 52.54 |
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| Zoetis Cl A (ZTS) | 0.3 | $12M | -3% | 100k | 118.21 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $12M | 329k | 35.94 |
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| Broadcom (AVGO) | 0.3 | $12M | -6% | 37k | 309.51 |
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| Tesla Motors (TSLA) | 0.3 | $11M | 29k | 371.75 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $10M | 17k | 604.40 |
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| Vanguard World Mega Cap Index (MGC) | 0.2 | $9.1M | 39k | 236.35 |
|
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $9.1M | -5% | 99k | 92.28 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $9.0M | 361k | 25.07 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $8.9M | +21% | 15k | 597.57 |
|
| Meta Platforms Cl A (META) | 0.2 | $8.4M | +12% | 15k | 572.12 |
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| Procter & Gamble Company (PG) | 0.2 | $8.4M | +3% | 58k | 144.44 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.2 | $8.4M | 73k | 114.86 |
|
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $8.2M | -18% | 327k | 25.10 |
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| Coca-Cola Company (KO) | 0.2 | $7.8M | 102k | 76.05 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $7.6M | +5% | 143k | 53.22 |
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| Chevron Corporation (CVX) | 0.2 | $7.4M | +2% | 36k | 206.90 |
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| Synopsys (SNPS) | 0.2 | $7.2M | -2% | 18k | 396.48 |
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| Unilever Spon Adr New (UL) | 0.2 | $7.1M | +2% | 126k | 56.97 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $6.5M | +51% | 45k | 146.28 |
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| Pepsi (PEP) | 0.2 | $6.2M | 40k | 155.29 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $6.1M | +6% | 36k | 169.66 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $5.9M | 45k | 132.10 |
|
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $5.9M | -3% | 239k | 24.75 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $5.9M | -2% | 130k | 45.26 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.7M | -2% | 16k | 356.56 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $5.6M | +3% | 29k | 196.20 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $5.6M | -11% | 181k | 30.96 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $5.5M | +25% | 57k | 96.47 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $5.3M | 19k | 272.32 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $5.3M | +2% | 14k | 383.40 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $5.2M | -5% | 64k | 81.98 |
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| Pimco Etf Tr Enhancd Short (EMNT) | 0.1 | $4.8M | 48k | 98.93 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $4.7M | 14k | 328.65 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $4.4M | -4% | 147k | 30.07 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $4.2M | +230% | 45k | 93.98 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $4.2M | +16% | 144k | 29.08 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $3.4M | -2% | 104k | 32.95 |
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| Netflix (NFLX) | 0.1 | $3.0M | 31k | 96.15 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.0M | +11% | 34k | 88.70 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $2.9M | +277% | 14k | 213.65 |
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| Advanced Micro Devices (AMD) | 0.1 | $2.9M | +4% | 14k | 203.43 |
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| Cintas Corporation (CTAS) | 0.1 | $2.9M | -12% | 17k | 169.14 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $2.8M | +2% | 28k | 98.38 |
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| Danaher Corporation (DHR) | 0.1 | $2.8M | -30% | 15k | 189.60 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.7M | +309% | 14k | 191.92 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.1 | $2.7M | -3% | 69k | 39.32 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.1 | $2.7M | -13% | 106k | 25.62 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $2.6M | +4% | 46k | 56.86 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.5M | +2% | 23k | 106.50 |
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| Applied Materials (AMAT) | 0.1 | $2.4M | 7.1k | 341.77 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.4M | +7% | 79k | 30.32 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $2.4M | -3% | 118k | 20.41 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $2.3M | +2% | 6.5k | 359.02 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.3M | 7.2k | 320.82 |
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| Arista Networks Com Shs (ANET) | 0.1 | $2.3M | 19k | 122.78 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $2.2M | +20% | 20k | 110.39 |
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| Oracle Corporation (ORCL) | 0.1 | $2.1M | +6% | 15k | 147.11 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $2.1M | 27k | 79.06 |
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| Bofi Holding (AX) | 0.1 | $2.1M | 24k | 85.09 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.1M | +44% | 9.6k | 215.05 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $2.0M | +11% | 69k | 29.13 |
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| International Business Machines (IBM) | 0.1 | $1.9M | +19% | 8.0k | 242.40 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $1.9M | +4% | 35k | 53.35 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.9M | +2% | 29k | 64.08 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $1.8M | -2% | 31k | 59.68 |
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| Goldman Sachs (GS) | 0.0 | $1.8M | +15% | 2.1k | 846.01 |
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| Cisco Systems (CSCO) | 0.0 | $1.7M | -20% | 22k | 77.59 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $1.7M | +5% | 33k | 50.63 |
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| MercadoLibre (MELI) | 0.0 | $1.5M | 896.00 | 1729.02 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $1.5M | +2% | 41k | 36.75 |
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| Home Depot (HD) | 0.0 | $1.4M | +2% | 4.4k | 328.90 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.4M | -33% | 2.00 | 718140.00 |
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| Intel Corporation (INTC) | 0.0 | $1.3M | 30k | 44.13 |
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| Nextera Energy (NEE) | 0.0 | $1.3M | 14k | 92.88 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.2M | 2.9k | 426.40 |
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| Blackrock (BLK) | 0.0 | $1.2M | 1.2k | 961.71 |
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| Abbvie (ABBV) | 0.0 | $1.2M | +134% | 5.5k | 217.51 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $1.2M | +8% | 22k | 54.11 |
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| Corning Incorporated (GLW) | 0.0 | $1.1M | +4% | 8.4k | 135.97 |
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| Morgan Stanley Com New (MS) | 0.0 | $1.1M | 6.8k | 164.58 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $1.1M | +4% | 5.8k | 192.91 |
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| Bank of America Corporation (BAC) | 0.0 | $1.0M | +64% | 21k | 48.75 |
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| United Security Bancshares | 0.0 | $993k | 95k | 10.51 |
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| Caterpillar (CAT) | 0.0 | $939k | +3% | 1.3k | 708.33 |
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| Starbucks Corporation (SBUX) | 0.0 | $895k | +7% | 10k | 89.59 |
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| Wells Fargo & Company (WFC) | 0.0 | $885k | +135% | 11k | 79.61 |
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| Jacobs Engineering Group (J) | 0.0 | $821k | +208% | 6.4k | 127.27 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $807k | +12% | 34k | 23.87 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $799k | +5% | 5.4k | 148.10 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $796k | 3.3k | 244.18 |
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| Putnam Etf Trust Franklin Calif (FTCA) | 0.0 | $786k | 108k | 7.28 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $773k | +127% | 8.4k | 91.64 |
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| Boeing Company (BA) | 0.0 | $762k | +10% | 3.8k | 199.02 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $759k | +19% | 6.4k | 118.62 |
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| Chubb (CB) | 0.0 | $756k | +225% | 2.3k | 325.93 |
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| Travelers Companies (TRV) | 0.0 | $755k | +50% | 2.6k | 291.66 |
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| Copart (CPRT) | 0.0 | $753k | NEW | 23k | 33.20 |
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| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 0.0 | $751k | 31k | 24.18 |
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| Intuit (INTU) | 0.0 | $748k | 1.7k | 432.45 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $747k | 10k | 71.73 |
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| Merck & Co (MRK) | 0.0 | $744k | +42% | 6.2k | 120.29 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $736k | -4% | 9.5k | 77.11 |
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| Manhattan Associates (MANH) | 0.0 | $719k | 5.4k | 133.12 |
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| Illinois Tool Works (ITW) | 0.0 | $714k | NEW | 2.7k | 260.29 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $706k | 5.8k | 121.19 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $693k | 1.6k | 446.54 |
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| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $684k | -3% | 22k | 30.52 |
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| Southern Company (SO) | 0.0 | $683k | 7.1k | 96.52 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $677k | +51% | 5.1k | 132.91 |
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| Gilead Sciences (GILD) | 0.0 | $655k | +51% | 4.7k | 139.37 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $650k | 4.8k | 135.73 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $650k | -11% | 7.2k | 90.53 |
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| At&t (T) | 0.0 | $642k | +27% | 22k | 28.99 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $629k | 16k | 38.86 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $627k | +7% | 4.8k | 130.95 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $618k | -3% | 5.5k | 112.27 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $609k | +12% | 22k | 27.85 |
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| Cme (CME) | 0.0 | $605k | 2.0k | 295.35 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $604k | 13k | 45.06 |
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| Cummins (CMI) | 0.0 | $595k | +49% | 1.1k | 538.07 |
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| Medtronic SHS (MDT) | 0.0 | $587k | +6% | 6.8k | 86.65 |
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| Ge Aerospace Com New (GE) | 0.0 | $584k | +25% | 2.1k | 283.83 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $581k | +27% | 1.9k | 313.83 |
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| ConocoPhillips (COP) | 0.0 | $578k | +5% | 4.4k | 132.01 |
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| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $556k | +19% | 54k | 10.40 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $542k | 7.3k | 74.35 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $540k | +68% | 1.6k | 337.92 |
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| Altria (MO) | 0.0 | $536k | +25% | 8.1k | 65.99 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $531k | 1.2k | 430.29 |
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| Iron Mountain (IRM) | 0.0 | $530k | +8% | 5.2k | 102.14 |
|
| Amgen (AMGN) | 0.0 | $525k | +7% | 1.5k | 351.75 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $522k | -30% | 1.1k | 463.38 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $510k | -16% | 10k | 49.37 |
|
| Edwards Lifesciences (EW) | 0.0 | $508k | +2% | 6.3k | 80.08 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $499k | -6% | 3.5k | 141.42 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $493k | NEW | 3.1k | 158.58 |
|
| Ge Vernova (GEV) | 0.0 | $492k | NEW | 563.00 | 873.60 |
|
| Prologis (PLD) | 0.0 | $488k | +2% | 3.7k | 132.17 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $485k | NEW | 4.8k | 100.62 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.0 | $483k | -2% | 10k | 46.91 |
|
| Markel Corporation (MKL) | 0.0 | $479k | 250.00 | 1914.07 |
|
|
| Honeywell International (HON) | 0.0 | $478k | +8% | 2.1k | 226.03 |
|
| Kla Corp Com New (KLAC) | 0.0 | $467k | +45% | 317.00 | 1472.41 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $459k | -30% | 658.00 | 698.10 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $456k | +8% | 6.5k | 70.18 |
|
| Piper Sandler Companies Com New (PIPR) | 0.0 | $456k | NEW | 6.0k | 76.55 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $448k | +2% | 797.00 | 561.89 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $446k | 19k | 23.81 |
|
|
| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $432k | -2% | 7.3k | 59.22 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $427k | +21% | 4.6k | 92.74 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $421k | NEW | 1.8k | 239.99 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $411k | NEW | 7.6k | 54.05 |
|
| Ishares Tr Future Exponenti (XT) | 0.0 | $409k | -22% | 6.0k | 68.15 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $407k | +19% | 4.1k | 99.86 |
|
| Constellation Energy (CEG) | 0.0 | $407k | +4% | 1.5k | 279.18 |
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $401k | 27k | 14.95 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $395k | +2% | 1.9k | 203.18 |
|
| Ssga Active Etf Tr State Street Ult (ULST) | 0.0 | $393k | 9.7k | 40.50 |
|
|
| Eversource Energy (ES) | 0.0 | $390k | 5.6k | 69.28 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $389k | +2% | 7.4k | 52.85 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $386k | -9% | 2.2k | 173.45 |
|
| Keysight Technologies (KEYS) | 0.0 | $383k | +6% | 1.4k | 282.37 |
|
| Listed Fds Tr Horizon Kinetics (INFL) | 0.0 | $377k | NEW | 7.2k | 52.06 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $375k | -46% | 5.1k | 73.64 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $368k | -10% | 3.7k | 100.66 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $366k | -2% | 6.5k | 56.56 |
|
| Universal Display Corporation (OLED) | 0.0 | $362k | +3% | 4.0k | 91.66 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $357k | -2% | 1.3k | 266.84 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $346k | -19% | 1.4k | 243.08 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $346k | 1.8k | 195.98 |
|
|
| RPM International (RPM) | 0.0 | $339k | 3.4k | 99.41 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $337k | +7% | 1.7k | 194.10 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $336k | +7% | 1.3k | 261.93 |
|
| Hp (HPQ) | 0.0 | $334k | 17k | 19.21 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $333k | -60% | 11k | 30.68 |
|
| S&p Global (SPGI) | 0.0 | $330k | -2% | 776.00 | 425.34 |
|
| Trane Technologies SHS (TT) | 0.0 | $323k | -39% | 774.00 | 416.74 |
|
| IPG Photonics Corporation (IPGP) | 0.0 | $322k | 2.8k | 114.58 |
|
|
| Csw Industrials (CSW) | 0.0 | $320k | 1.2k | 260.58 |
|
|
| Fortive (FTV) | 0.0 | $316k | -43% | 5.7k | 55.28 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $315k | +7% | 2.8k | 113.98 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $309k | 1.6k | 189.61 |
|
|
| Spdr Series Trust Bloomberg Intl (IBND) | 0.0 | $308k | +16% | 9.9k | 31.08 |
|
| Heritage Commerce (HTBK) | 0.0 | $308k | 25k | 12.48 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $305k | NEW | 890.00 | 343.19 |
|
| ePlus (PLUS) | 0.0 | $301k | 4.0k | 75.25 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $298k | NEW | 1.6k | 191.81 |
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.0 | $297k | -15% | 4.8k | 62.30 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $289k | NEW | 3.1k | 94.25 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.0 | $286k | NEW | 3.8k | 75.65 |
|
| salesforce (CRM) | 0.0 | $279k | -37% | 1.5k | 186.61 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $277k | 4.4k | 62.45 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $274k | +31% | 1.3k | 210.03 |
|
| Papa John's Int'l (PZZA) | 0.0 | $272k | -4% | 8.4k | 32.41 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $269k | NEW | 2.8k | 97.24 |
|
| Old Republic International Corporation (ORI) | 0.0 | $268k | +5% | 6.7k | 39.90 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $268k | +20% | 3.0k | 88.16 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $267k | -34% | 884.00 | 302.25 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $267k | +14% | 5.5k | 48.93 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $266k | +5% | 2.2k | 118.62 |
|
| Allstate Corporation (ALL) | 0.0 | $263k | +4% | 1.3k | 207.34 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $260k | -17% | 2.4k | 110.36 |
|
| Cardinal Health (CAH) | 0.0 | $256k | 1.2k | 211.31 |
|
|
| Uber Technologies (UBER) | 0.0 | $252k | NEW | 3.5k | 71.93 |
|
| Spdr Series Trust Bloomberg Intl T (BWX) | 0.0 | $252k | +8% | 12k | 21.95 |
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $252k | NEW | 4.0k | 62.94 |
|
| Equity Lifestyle Properties (ELS) | 0.0 | $248k | +4% | 4.0k | 62.42 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $246k | -21% | 993.00 | 248.03 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $245k | NEW | 3.8k | 64.73 |
|
| eBay (EBAY) | 0.0 | $244k | +8% | 2.7k | 91.01 |
|
| Ishares Tr Morningstar Valu (ILCV) | 0.0 | $243k | 2.6k | 93.14 |
|
|
| Itt (ITT) | 0.0 | $239k | NEW | 1.3k | 190.54 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $238k | NEW | 4.5k | 52.96 |
|
| McKesson Corporation (MCK) | 0.0 | $236k | -69% | 272.00 | 866.30 |
|
| Spdr Series Trust State Street Spd (BILS) | 0.0 | $236k | -6% | 2.4k | 99.44 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $232k | +4% | 1.6k | 142.43 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $230k | 2.4k | 95.48 |
|
|
| UnitedHealth (UNH) | 0.0 | $226k | -10% | 835.00 | 270.74 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $224k | 1.1k | 198.29 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $221k | NEW | 2.4k | 93.54 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $219k | NEW | 9.0k | 24.27 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $219k | 1.4k | 158.45 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $217k | NEW | 3.2k | 67.00 |
|
| Coherent Corp (COHR) | 0.0 | $214k | NEW | 900.00 | 238.21 |
|
| Sempra Energy (SRE) | 0.0 | $207k | NEW | 2.1k | 97.18 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $206k | NEW | 2.5k | 82.75 |
|
| Evercore Class A (EVR) | 0.0 | $203k | +8% | 681.00 | 298.51 |
|
| Ford Motor Company (F) | 0.0 | $168k | 15k | 11.54 |
|
|
| Snap Cl A (SNAP) | 0.0 | $116k | NEW | 25k | 4.60 |
|
| Weave Communications (WEAV) | 0.0 | $98k | 21k | 4.62 |
|
|
| Iovance Biotherapeutics (IOVA) | 0.0 | $70k | 20k | 3.51 |
|
Past Filings by Destination Wealth Management
SEC 13F filings are viewable for Destination Wealth Management going back to 2011
- 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
- Destination Wealth Management 2022 Q2 filed July 29, 2022