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CIK: 0001278573
Total reported value
$4.3B
$4.3B
288 檔
16.0%
In Q4 2025, Destination Wealth Management's U.S. equity holdings reached a combined market value of $4.3B, distributed across 288 disclosed stock positions.
In Q4 2025, Destination Wealth Management displayed an active expansion posture, initiating 34 new positions and adding to 101 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AGG, IJR) accounted for 16.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
BAI
市值: $46.7M
Top Position Liquidated / Trimmed
UL
前期市值: $7.9M
Showing top 200 holdings (of 288 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.14% | +0.07% | -0.89% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.16% | -0.24% | +3.55% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.64% | +0.48% | +0.44% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.55% | +0.16% | -2.50% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.38% | -0.13% | -6.37% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.12% | +6.73% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.26% | +0.09% | -0.22% | |
| 8 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 2.18% | -0.13% | +4.07% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.14% | -0.20% | +4.65% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.11% | +0.39% | -0.91% | |
| 11 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.11% | +0.47% | +7.44% | |
| 12 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.11% | -0.17% | -2.03% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.08% | -0.16% | +3.41% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.09% | -4.48% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.95% | +0.10% | +3.82% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.80% | +0.93% | +0.74% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.80% | +0.10% | -3.48% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.01% | -1.42% | |
| 19 | IDU | Ishares US Utilities ETF | ETF-Other | 1.73% | -0.21% | -0.36% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.67% | -0.28% | +3.30% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | +0.04% | +1.30% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.59% | +0.24% | -1.31% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | -0.13% | -0.21% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.54% | -0.07% | +1.27% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.48% | -0.14% | +1.83% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | -0.06% | +5.19% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.22% | -0.10% | +5.21% | |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.22% | +0.53% | — | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.19% | -0.13% | +41.14% | |
| 30 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.11% | -0.01% | +1.36% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.05% | -0.03% | +0.42% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.01% | -0.17% | -0.96% | |
| 33 | AXP | American Express Co | Stock-Financials | 1.01% | — | -2.22% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.00% | -0.03% | +48.44% | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.88% | +0.06% | +1.23% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.18% | +0.86% | |
| 37 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.86% | -0.09% | +17.07% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.84% | -0.08% | -1.45% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.83% | -0.04% | +3.76% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.83% | +0.28% | -1.15% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.82% | +0.19% | -0.44% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.80% | -0.10% | +1.11% | |
| 43 | PAVE | Global X US Infrastructure | ETF-Other | 0.80% | +0.02% | -0.32% | |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.78% | -0.07% | +5.62% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.77% | -0.09% | +0.14% | |
| 46 | COF | Capital One Financial CORP | Stock-Financials | 0.77% | -0.02% | -4.39% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.76% | -0.03% | +1.22% | |
| 48 | ICE | Intercontinental Exchange In | Stock-Financials | 0.70% | -0.20% | +0.21% | |
| 49 | ECL | Ecolab Inc | Stock-Materials | 0.70% | -0.03% | +1.03% | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.68% | -0.02% | +0.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.50% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.4% | -1.31% | Trim |
| 3 | SCHX | Schwab US Large-cap ETF | +0.3% | +48.44% | Add |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | +0.3% | +41.14% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +23.72% | Add |
| 6 | ISRG | Intuitive Surgical Inc | +0.1% | +5.38% | Add |
| 7 | SCHB | Schwab US Broad Market ETF | +0.1% | +60.24% | Add |
| 8 | JNJ | Johnson & Johnson | +0.1% | -0.21% | Trim |
| 9 | AVGO | Broadcom Inc | +0.1% | +31.58% | Add |
| 10 | FLOT | Ishares Floating Rate Bond E | +0.1% | +17.07% | Add |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.1% | +2.43% | Add |
| 12 | SCHM | Schwab US Mid Cap ETF | +0.1% | +122.12% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +3.82% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +74.58% | Add |
| 15 | ADI | Analog Devices Inc | +0.1% | +1.23% | Add |
| 16 | ROST | Ross Stores Inc | +0.1% | -1.23% | Trim |
| 17 | UPS | United Parcel Service-cl B | +0.1% | +286.73% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +70.41% | Add |
| 19 | NVDA | Nvidia CORP | 0% | +13.45% | Add |
| 20 | VTI | Vanguard Total Stock Mkt ETF | 0% | +191.42% | Add |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | +200.00% | Add |
| 22 | CSCO | Cisco Systems Inc | 0% | +123.76% | Add |
| 23 | PYLD | Pimco Multisector Bond Actv | 0% | +7.44% | Add |
| 24 | AXP | American Express Co | 0% | -2.22% | Trim |
| 25 | WMT | Walmart Inc | 0% | +0.86% | Add |
| 26 | ASML | ASML Holding N.V. | 0% | -1.15% | Trim |
| 27 | COF | Capital One Financial CORP | 0% | -4.39% | Trim |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +11.42% | Add |
| 29 | CMF | Ishares California Muni Bond | 0% | +92.31% | Add |
| 30 | XOM | Exxon Mobil CORP | 0% | +24.56% | Add |
| 31 | AMD | Advanced Micro Devices | 0% | +12.74% | Add |
| 32 | ORCL | Oracle CORP | 0% | +117.28% | Add |
| 33 | SUB | Ishares Short-term National | 0% | +58.15% | Add |
| 34 | VIG | Vanguard Dividend Apprec ETF | 0% | +148.52% | Add |
| 35 | NEE | Nextera Energy Inc | 0% | +228.16% | Add |
| 36 | AAPL | Apple Inc | 0% | -0.89% | Trim |
| 37 | IMTB | Ishares Core 5-10 Year Usd | 0% | +5.97% | Add |
| 38 | IDV | Ishares International Select | 0% | -0.83% | Trim |
| 39 | NFLX | Netflix Inc | 0% | +1647.77% | Add |
| 40 | SCHF | Schwab Intl Equity ETF | 0% | +6.69% | Add |
| 41 | AMAT | Applied Materials Inc | 0% | +11.53% | Add |
| 42 | VHT | Vanguard Health Care ETF | 0% | -0.79% | Trim |
| 43 | SCHG | Schwab US Large-cap Growth | 0% | +30.54% | Add |
| 44 | MCK | Mckesson CORP | 0% | +179.69% | Add |
| 45 | BND | Vanguard Total Bond Market | 0% | +222.66% | Add |
| 46 | SMH | Vaneck Semiconductor ETF | 0% | +0.60% | Add |
| 47 | CRM | Salesforce Inc | 0% | +136.42% | Add |
| 48 | VXUS | Vanguard Total Intl Stock | 0% | +83.27% | Add |
| 49 | ADBE | Adobe Inc | 0% | +119.53% | Add |
| 50 | SBUX | Starbucks CORP | 0% | +52.67% | Add |
According to official SEC Form 13F filings, Destination Wealth Management reported a total U.S. public equity portfolio value of $4.3B across 288 disclosed positions in Q4 2025.
During Q4 2025, Destination Wealth Management's top holdings by market value included AAPL (6.1%)、AGG (4.2%)、IJR (2.6%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q4 2025, Destination Wealth Management made 200 total portfolio adjustments, initiating 34 new buys, adding to 101 positions, trimming 54 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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