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CIK: 0001278573
Total reported value
$4.3B
$4.3B
303 檔
15.9%
The Q1 2026 SEC filing reveals that Destination Wealth Management held a total portfolio value of $4.3B, covering 303 public equity positions.
In Q1 2026, Destination Wealth Management displayed an active expansion posture, initiating 26 new positions and adding to 98 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 303 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.65% | +0.07% | -0.67% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.35% | -0.24% | +5.78% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.71% | +0.48% | -0.28% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.55% | +0.09% | +9.58% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.39% | -0.13% | -3.72% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | +0.16% | -2.74% | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.26% | -0.17% | +8.71% | |
| 8 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 2.23% | -0.13% | +4.17% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.22% | -0.20% | +3.46% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.17% | +0.47% | +5.41% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.11% | -0.16% | +3.19% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.93% | -0.28% | +1.13% | |
| 13 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.91% | +0.39% | -0.73% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.12% | +5.21% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.86% | +0.93% | +1.42% | |
| 16 | IDU | Ishares US Utilities ETF | ETF-Other | 1.83% | -0.21% | -0.38% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | +0.09% | -5.99% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.79% | -0.13% | -2.23% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | +0.10% | +1.25% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.66% | -0.03% | +57.03% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.01% | +1.36% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.55% | +0.10% | -2.97% | |
| 23 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.51% | -0.14% | +3.84% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.45% | +0.04% | +3.41% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | -0.06% | +2.38% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 1.37% | -0.07% | +2.13% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.24% | +0.00% | |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.27% | +0.53% | +5.53% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.25% | -0.10% | +4.03% | |
| 30 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.22% | -0.01% | +3.39% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.04% | -0.17% | -1.07% | |
| 32 | ADI | Analog Devices Inc | Stock-Tech | 1.00% | +0.06% | -3.63% | |
| 33 | ASML | ASML Holding N.V. | Stock-Tech | 0.96% | +0.28% | -5.07% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.18% | -1.28% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.94% | -0.13% | -20.06% | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.90% | -0.09% | +4.98% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.87% | -0.04% | +4.75% | |
| 38 | PAVE | Global X US Infrastructure | ETF-Other | 0.83% | +0.02% | -0.95% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.83% | — | +0.63% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.81% | -0.09% | +0.29% | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.80% | -0.07% | +3.25% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.76% | +0.03% | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.72% | -0.16% | +2.63% | |
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.70% | -0.03% | +0.63% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | -0.08% | -0.99% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.70% | -0.03% | -26.31% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.13% | +2.89% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.69% | -0.14% | +15.32% | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.69% | -0.20% | +1.43% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.69% | -0.10% | +4.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +0.6% | +57.03% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.3% | +9.58% | Add |
| 3 | COST | Costco Wholesale CORP | +0.3% | +1.13% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | -2.23% | Trim |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.2% | +5.78% | Add |
| 6 | PFE | Pfizer Inc | +0.2% | +15.32% | Add |
| 7 | TLH | Ishares 10-20 Year Treasury | +0.2% | +8.71% | Add |
| 8 | VZ | Verizon Communications Inc | +0.2% | +2.63% | Add |
| 9 | ASML | ASML Holding N.V. | +0.1% | -5.07% | Trim |
| 10 | ADI | Analog Devices Inc | +0.1% | -3.63% | Trim |
| 11 | CL | Colgate-palmolive Co | +0.1% | +3.39% | Add |
| 12 | IDU | Ishares US Utilities ETF | +0.1% | -0.38% | Trim |
| 13 | ROST | Ross Stores Inc | +0.1% | -1.40% | Trim |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +3.46% | Add |
| 15 | WMT | Walmart Inc | +0.1% | -1.28% | Trim |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.28% | Trim |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | +230.69% | Add |
| 18 | PYLD | Pimco Multisector Bond Actv | +0.1% | +5.41% | Add |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.42% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +24.05% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +25.75% | Add |
| 22 | AMT | American Tower CORP | +0.1% | +15.50% | Add |
| 23 | LRCX | Lam Research CORP | +0.1% | +277.93% | Add |
| 24 | LQDH | Ishares Int Hedg CORP Bd ETF | +0.1% | +4.17% | Add |
| 25 | CVX | Chevron CORP | +0.1% | +2.92% | Add |
| 26 | LMT | Lockheed Martin CORP | +0.1% | +0.13% | Add |
| 27 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +309.18% | Add |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +5.53% | Add |
| 29 | XOM | Exxon Mobil CORP | +0.1% | +6.38% | Add |
| 30 | NVDA | Nvidia CORP | 0% | +16.01% | Add |
| 31 | FLOT | Ishares Floating Rate Bond E | 0% | +4.98% | Add |
| 32 | WM | Waste Management Inc | 0% | +0.29% | Add |
| 33 | MINT | Pimco Enhanced Short Maturit | 0% | +4.75% | Add |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +3.19% | Add |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | +3.84% | Add |
| 36 | PAVE | Global X US Infrastructure | 0% | -0.95% | Trim |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +4.03% | Add |
| 38 | PLTR | Palantir Technologies Inc-a | 0% | +51.64% | Add |
| 39 | MCD | Mcdonald's CORP | 0% | +2.89% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | 0% | +21.05% | Add |
| 41 | TJX | Tjx Companies Inc | 0% | -1.07% | Trim |
| 42 | KMB | Kimberly-clark CORP | 0% | +25.06% | Add |
| 43 | EAGG | Ishares Esg Aware US Aggrega | 0% | +4.68% | Add |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +3.25% | Add |
| 45 | GBF | Ishares Government/credit Bo | 0% | +4.09% | Add |
| 46 | DES | Wisdomtree US Smallcap Divid | 0% | -0.77% | Trim |
| 47 | KO | Coca-cola Co/the | 0% | -0.33% | Trim |
| 48 | SCHA | Schwab US Small-cap ETF | 0% | +16.51% | Add |
| 49 | ABBV | Abbvie Inc | 0% | +134.91% | Add |
| 50 | SDY | Ss Spdr S&p Dividend ETF | 0% | -3.72% | Trim |
According to official SEC Form 13F filings, Destination Wealth Management reported a total U.S. public equity portfolio value of $4.3B across 303 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AGG, IJR) accounted for 15.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
VEU
市值: $29.4M
Top Position Liquidated / Trimmed
62C
前期市值: $510.2K
During Q1 2026, Destination Wealth Management's top holdings by market value included AAPL (5.7%)、AGG (4.3%)、IJR (2.7%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q1 2026, Destination Wealth Management made 197 total portfolio adjustments, initiating 26 new buys, adding to 98 positions, trimming 62 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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