YCMNET Advisors

Destination Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Destination Wealth Management

Destination Wealth Management holds 264 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.1 $223M 874k 254.63
Ishares Tr Core Us Aggbd Et (AGG) 4.2 $154M 1.5M 100.25
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $99M 837k 118.83
Spdr Series Trust S&p Divid Etf (SDY) 2.7 $98M 698k 140.05
Microsoft Corporation (MSFT) 2.5 $92M 177k 517.95
Ishares Core Msci Emkt (IEMG) 2.3 $85M 1.3M 65.92
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.3 $83M 810k 102.99
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 2.2 $80M 858k 93.55
Ishares Tr Expnd Tec Sc Etf (IGM) 2.2 $80M 631k 125.95
Ishares Tr Core S&p500 Etf (IVV) 2.2 $79M 119k 669.30
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.2 $79M 763k 103.36
Alphabet Cap Stk Cl A (GOOGL) 2.1 $78M 321k 243.10
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.1 $77M 1.5M 53.03
Pimco Etf Tr Multisector Bd (PYLD) 2.1 $76M 2.8M 26.84
Vanguard Index Fds Growth Etf (VUG) 1.9 $70M 146k 479.61
Amazon (AMZN) 1.9 $69M 312k 219.57
JPMorgan Chase & Co. (JPM) 1.9 $68M 216k 315.43
Ishares Tr U.s. Utilits Etf (IDU) 1.9 $68M 611k 110.90
Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $68M 1.0M 65.26
Costco Wholesale Corporation (COST) 1.8 $66M 72k 925.63
Visa Com Cl A (V) 1.7 $60M 176k 341.38
Mastercard Incorporated Cl A (MA) 1.6 $58M 102k 568.81
Spdr Series Trust Portfolio Ln Tsr (SPTL) 1.6 $57M 2.1M 26.95
Johnson & Johnson (JNJ) 1.5 $54M 290k 185.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $52M 104k 502.74
Ishares Tr Core Total Usd (IUSB) 1.2 $45M 954k 46.71
Eli Lilly & Co. (LLY) 1.2 $44M 57k 762.99
Colgate-Palmolive Company (CL) 1.2 $42M 528k 79.94
Ishares Tr Msci Eafe Etf (EFA) 1.1 $39M 417k 93.37
Danaher Corporation (DHR) 1.0 $38M 190k 198.26
TJX Companies (TJX) 1.0 $37M 255k 144.54
American Express Company (AXP) 1.0 $36M 107k 332.16
Walt Disney Company (DIS) 0.9 $33M 286k 114.50
Abbott Laboratories (ABT) 0.9 $33M 243k 133.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $32M 1.4M 23.47
Blackstone Group Inc Com Cl A (BX) 0.9 $32M 185k 170.85
Analog Devices (ADI) 0.8 $31M 126k 245.70
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.8 $31M 306k 100.69
Wal-Mart Stores (WMT) 0.8 $31M 299k 103.06
Qualcomm (QCOM) 0.8 $31M 184k 166.36
Global X Fds Us Infr Dev Etf (PAVE) 0.8 $30M 639k 47.63
Waste Management (WM) 0.8 $30M 135k 220.83
Asml Holding N V N Y Registry Shs (ASML) 0.8 $29M 30k 968.08
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.8 $28M 580k 48.84
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $28M 552k 51.09
Intercontinental Exchange (ICE) 0.8 $28M 165k 168.48
Ecolab (ECL) 0.8 $28M 100k 273.86
Capital One Financial (COF) 0.7 $27M 127k 212.58
Amplify Etf Tr Amplify Cybersec (HACK) 0.7 $27M 306k 86.80
AFLAC Incorporated (AFL) 0.7 $26M 234k 111.70
Stryker Corporation (SYK) 0.7 $26M 70k 369.67
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $25M 954k 26.34
O'reilly Automotive (ORLY) 0.7 $24M 227k 107.81
McDonald's Corporation (MCD) 0.7 $24M 79k 303.89
Verizon Communications (VZ) 0.6 $24M 537k 43.95
Pfizer (PFE) 0.6 $22M 860k 25.48
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.6 $21M 472k 44.21
American Tower Reit (AMT) 0.6 $21M 107k 192.32
Ishares Tr Gov/cred Bd Etf (GBF) 0.6 $20M 192k 105.36
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $20M 421k 48.03
Zoetis Cl A (ZTS) 0.5 $20M 136k 146.32
Thermo Fisher Scientific (TMO) 0.5 $19M 39k 485.02
Ross Stores (ROST) 0.5 $18M 119k 152.39
NVIDIA Corporation (NVDA) 0.5 $18M 97k 186.58
Intuitive Surgical Com New (ISRG) 0.5 $18M 40k 447.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $17M 26k 666.18
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $14M 390k 36.55
Vanguard Index Fds Large Cap Etf (VV) 0.4 $14M 46k 307.86
Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $13M 253k 52.22
Synopsys (SNPS) 0.4 $13M 27k 493.39
Tesla Motors (TSLA) 0.4 $13M 29k 444.72
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $12M 232k 52.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $11M 19k 600.38
Alphabet Cap Stk Cl C (GOOG) 0.3 $11M 46k 243.55
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $11M 331k 33.68
Broadcom (AVGO) 0.3 $10M 30k 329.91
Ishares Tr Gbl Comm Svc Etf (IXP) 0.3 $9.9M 80k 123.59
Vanguard World Mega Cap Index (MGC) 0.3 $9.6M 39k 244.09
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $9.2M 99k 93.35
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $8.7M 345k 25.31
Lockheed Martin Corporation (LMT) 0.2 $8.6M 17k 499.21
Procter & Gamble Company (PG) 0.2 $8.4M 55k 153.65
Unilever Spon Adr New 0.2 $7.9M 134k 59.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $7.6M 13k 612.39
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $7.0M 130k 54.09
Coca-Cola Company (KO) 0.2 $6.6M 100k 66.32
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $6.5M 251k 25.71
Kimberly-Clark Corporation (KMB) 0.2 $6.3M 51k 124.34
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $6.2M 139k 44.58
Ishares Tr Rus 1000 Etf (IWB) 0.2 $6.0M 16k 365.48
Ishares Tr Esg Optimized (SUSA) 0.2 $5.9M 44k 135.65
Pepsi (PEP) 0.2 $5.5M 39k 140.44
Meta Platforms Cl A (META) 0.2 $5.5M 7.5k 734.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $5.4M 233k 23.28
Chevron Corporation (CVX) 0.1 $5.3M 34k 155.29
Vanguard Index Fds Value Etf (VTV) 0.1 $5.1M 27k 186.49
Vanguard World Health Car Etf (VHT) 0.1 $5.1M 20k 259.60
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $5.0M 64k 78.37
Spdr Series Trust Portfolio Short (SPSB) 0.1 $5.0M 164k 30.29
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $4.4M 45k 98.87
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $4.3M 13k 326.37
Cintas Corporation (CTAS) 0.1 $3.8M 19k 205.25
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $3.5M 126k 27.90
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $3.5M 105k 33.37
Palantir Technologies Cl A (PLTR) 0.1 $3.2M 17k 182.42
Exxon Mobil Corporation (XOM) 0.1 $3.1M 27k 112.75
Spdr Series Trust Portfolio Agrgte (SPAB) 0.1 $2.8M 108k 25.85
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.7M 30k 91.42
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $2.7M 92k 29.64
Vanguard World Consum Dis Etf (VCR) 0.1 $2.6M 6.5k 396.13
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.6M 122k 20.93
Novo-nordisk A S Adr (NVO) 0.1 $2.3M 42k 55.49
Ishares Tr Us Telecom Etf (IYZ) 0.1 $2.3M 71k 32.26
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.3M 73k 31.62
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $2.2M 27k 80.65
Netflix (NFLX) 0.1 $2.2M 1.8k 1198.92
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.0M 33k 60.08
International Business Machines (IBM) 0.1 $2.0M 6.9k 282.18
Advanced Micro Devices (AMD) 0.1 $1.9M 12k 161.79
Dbx Etf Tr Xtrackers Msci (USSG) 0.1 $1.9M 30k 61.34
Home Depot (HD) 0.0 $1.8M 4.4k 405.20
Oracle Corporation (ORCL) 0.0 $1.8M 6.3k 281.25
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $1.8M 35k 50.59
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $1.6M 29k 54.18
Ishares Tr Short Treas Bd (SHV) 0.0 $1.6M 14k 110.49
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $1.5M 15k 106.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $1.5M 26k 59.92
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.5M 47k 31.91
Goldman Sachs (GS) 0.0 $1.4M 1.8k 796.34
Blackrock (BLK) 0.0 $1.4M 1.2k 1165.87
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $1.4M 59k 23.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.4M 2.9k 468.41
Applied Materials (AMAT) 0.0 $1.3M 6.4k 204.72
Charles Schwab Corporation (SCHW) 0.0 $1.3M 14k 95.47
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $1.3M 23k 57.04
Morgan Stanley Com New (MS) 0.0 $1.1M 7.0k 158.95
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $956k 6.8k 140.96
United Security Bancshares (UBFO) 0.0 $938k 101k 9.33
Roblox Corp Cl A (RBLX) 0.0 $894k 6.5k 138.52
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $879k 7.0k 125.95
Intel Corporation (INTC) 0.0 $853k 25k 33.55
Cisco Systems (CSCO) 0.0 $836k 12k 68.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $833k 4.4k 189.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $811k 2.5k 328.18
Raytheon Technologies Corp (RTX) 0.0 $794k 4.7k 167.33
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $759k 31k 24.62
Boeing Company (BA) 0.0 $759k 3.5k 215.81
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $754k 1.00 754200.00
Ishares Tr Core Msci Eafe (IEFA) 0.0 $721k 8.3k 87.31
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $717k 10k 69.37
Bank of America Corporation (BAC) 0.0 $716k 14k 51.59
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $695k 1.5k 463.75
Southern Company (SO) 0.0 $693k 7.3k 94.77
Corning Incorporated (GLW) 0.0 $673k 8.2k 82.03
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $672k 24k 28.28
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $663k 17k 38.57
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $657k 5.5k 118.44
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $643k 1.6k 391.64
Fortive (FTV) 0.0 $627k 13k 48.99
Marathon Petroleum Corp (MPC) 0.0 $626k 3.2k 192.74
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $626k 58k 10.85
Caterpillar (CAT) 0.0 $598k 1.3k 477.17
Ishares Tr Core High Dv Etf (HDV) 0.0 $597k 4.9k 122.46
Vanguard World Inf Tech Etf (VGT) 0.0 $596k 798.00 746.98
United Parcel Service CL B (UPS) 0.0 $595k 7.1k 83.53
Ishares Tr Future Exponenti (XT) 0.0 $589k 8.2k 71.94
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $583k 13k 44.10
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $577k 2.7k 215.77
At&t (T) 0.0 $551k 20k 28.24
Automatic Data Processing (ADP) 0.0 $548k 1.9k 293.50
Duke Energy Corp Com New (DUK) 0.0 $538k 4.3k 123.75
Abbvie (ABBV) 0.0 $524k 2.3k 231.53
Piper Jaffray Companies (PIPR) 0.0 $521k 1.5k 346.99
Lam Research Corp Com New (LRCX) 0.0 $521k 3.9k 133.90
Merck & Co (MRK) 0.0 $514k 6.1k 83.93
Starbucks Corporation (SBUX) 0.0 $513k 6.1k 84.59
Select Sector Spdr Tr Financial (XLF) 0.0 $513k 9.5k 53.87
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $511k 11k 46.81
IDEXX Laboratories (IDXX) 0.0 $509k 797.00 638.89
Honeywell International (HON) 0.0 $507k 2.4k 210.50
Ishares Tr Core Div Grwth (DGRO) 0.0 $499k 7.3k 68.08
Edwards Lifesciences (EW) 0.0 $491k 6.3k 77.77
Spdr Series Trust Portfolio S&p400 (SPMD) 0.0 $491k 8.6k 57.19
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $490k 18k 27.30
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $486k 3.3k 145.60
ConocoPhillips (COP) 0.0 $485k 5.1k 94.59
Travelers Companies (TRV) 0.0 $481k 1.7k 279.18
Axt (AXTI) 0.0 $458k 102k 4.49
Constellation Energy (CEG) 0.0 $452k 1.4k 328.95
Texas Instruments Incorporated (TXN) 0.0 $441k 2.4k 183.73
Vanguard Index Fds Small Cp Etf (VB) 0.0 $440k 1.7k 254.22
Iron Mountain (IRM) 0.0 $437k 4.3k 101.94
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $435k 1.6k 273.57
Spdr Gold Tr Gold Shs (GLD) 0.0 $431k 1.2k 355.47
Global X Fds Lithium Btry Etf (LIT) 0.0 $428k 7.5k 56.85
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $421k 4.2k 100.70
Wells Fargo & Company (WFC) 0.0 $411k 4.9k 83.82
Prologis (PLD) 0.0 $407k 3.6k 114.51
Cummins (CMI) 0.0 $404k 957.00 422.24
Altria (MO) 0.0 $403k 6.1k 66.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $400k 5.4k 73.47
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.0 $395k 9.7k 40.69
Netease Sponsored Ads (NTES) 0.0 $393k 2.6k 151.99
RPM International (RPM) 0.0 $392k 3.3k 117.89
Gilead Sciences (GILD) 0.0 $388k 3.5k 111.01
Amgen (AMGN) 0.0 $385k 1.4k 282.28
Yum! Brands (YUM) 0.0 $384k 2.5k 151.98
Trane Technologies SHS (TT) 0.0 $376k 890.00 421.96
S&p Global (SPGI) 0.0 $374k 768.00 486.71
Eversource Energy (ES) 0.0 $361k 5.1k 71.14
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $359k 3.8k 95.14
UnitedHealth (UNH) 0.0 $341k 986.00 345.39
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $340k 3.7k 91.75
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $333k 13k 26.30
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $333k 1.0k 320.05
Agilent Technologies Inc C ommon (A) 0.0 $329k 2.6k 128.35
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $322k 5.6k 57.25
Ge Aerospace Com New (GE) 0.0 $321k 1.1k 300.83
Hp (HPQ) 0.0 $318k 12k 27.23
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $317k 3.6k 89.04
Nextera Energy (NEE) 0.0 $310k 4.1k 75.50
Csw Industrials (CSW) 0.0 $298k 1.2k 242.75
Nike CL B (NKE) 0.0 $298k 4.3k 69.74
Servicenow (NOW) 0.0 $289k 314.00 920.28
ePlus (PLUS) 0.0 $286k 4.0k 71.01
Adobe Systems Incorporated (ADBE) 0.0 $284k 804.00 352.75
Select Sector Spdr Tr Technology (XLK) 0.0 $278k 987.00 281.81
Ishares Tr Russell 2000 Etf (IWM) 0.0 $276k 1.1k 241.96
Spdr Series Trust Bloomberg Intl (IBND) 0.0 $276k 8.5k 32.29
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $275k 1.6k 176.80
Ishares Tr Tips Bd Etf (TIP) 0.0 $272k 2.4k 111.22
Old Republic International Corporation (ORI) 0.0 $266k 6.3k 42.47
Allstate Corporation (ALL) 0.0 $258k 1.2k 214.65
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $258k 4.4k 58.21
Accenture Plc Ireland Shs Class A (ACN) 0.0 $257k 1.0k 246.60
Evercore Class A (EVR) 0.0 $255k 755.00 337.32
Spdr Series Trust Bloomberg 3-12 M (BILS) 0.0 $254k 2.5k 99.52
Ishares Tr Morningstar Grwt (ILCG) 0.0 $251k 2.4k 104.30
Hewlett Packard Enterprise (HPE) 0.0 $248k 10k 24.56
McKesson Corporation (MCK) 0.0 $247k 320.00 772.54
Heritage Commerce (HTBK) 0.0 $245k 25k 9.93
Amphenol Corp Cl A (APH) 0.0 $244k 2.0k 123.75
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $240k 2.8k 84.69
salesforce (CRM) 0.0 $238k 1.0k 237.07
Metropcs Communications (TMUS) 0.0 $236k 985.00 239.38
Ishares Tr Morningstar Valu (ILCV) 0.0 $235k 2.6k 90.02
Equity Lifestyle Properties (ELS) 0.0 $230k 3.8k 60.70
Reddit Cl A (RDDT) 0.0 $230k 1.0k 229.99
Bank of New York Mellon Corporation (BK) 0.0 $229k 2.1k 108.99
Palo Alto Networks (PANW) 0.0 $227k 1.1k 203.62
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $224k 1.4k 162.48
Kla Corp Com New (KLAC) 0.0 $223k 207.00 1078.60
Keysight Technologies (KEYS) 0.0 $220k 1.3k 174.92
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $220k 738.00 297.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $219k 2.9k 74.37
General Dynamics Corporation (GD) 0.0 $215k 630.00 340.94
Sempra Energy (SRE) 0.0 $210k 2.3k 89.98
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $207k 704.00 293.83
Paychex (PAYX) 0.0 $203k 1.6k 126.76
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $201k 4.7k 42.96
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $200k 4.4k 45.51
Ford Motor Company (F) 0.0 $170k 14k 11.96
Weave Communications (WEAV) 0.0 $142k 21k 6.68
Cardlytics (CDLX) 0.0 $24k 10k 2.43