account_balance

Investment manager · 13F filer · SEC CIK 1278573

Destination Wealth Management

Reported value$4.28Bas of Jun 30, 2026

Positions325 31 new, 9 sold out

Top 10 weight30.2%AAPL alone is 6%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

AAPLApple Inc.

5.7%

AGGiShares Tr

4.1%Added +5%

IJRiShares Tr

3.2%Added +10%

IJHiShares Tr

2.8%Added +46%

PYLDPimco ETF Tr

2.6%Added +34%

IEMGiShares Inc

2.6%Trimmed −3%

GOOGLAlphabet Inc.

2.4%Trimmed −4%

IGMiShares Tr

2.3%Trimmed −3%

SDYSPDR Series Trust

2.3%

LQDHiShares U S ETF Tr

2.1%+4%

TLHiShares Tr

2.1%+3%

STIPiShares Tr

2.0%Added +3%

AAPLApple Inc.

5.7%

AGGiShares Tr

4.1%Added +5%

IJRiShares Tr

3.2%+10%

IJHiShares Tr

2.8%+46%

PYLDPimco ETF Tr

2.6%+34%

IEMGiShares Inc

2.6%−3%

GOOGLAlphabet Inc.

2.4%

IGMiShares Tr

2.3%

SDYSPDR Series Trust

2.3%

LQDH2.1%

TLH2.1%

STIP2.0%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

AAPL Apple Inc. 5.7% Held

AGG iShares Tr 4.1% Added +5%

IJR iShares Tr 3.2% Added +10%

IJH iShares Tr 2.8% Added +46%

PYLD Pimco ETF Tr 2.6% Added +34%

IEMG iShares Inc 2.6% Trimmed −3%

GOOGL Alphabet Inc. 2.4% Trimmed −4%

IGM iShares Tr 2.3% Trimmed −3%

SDY SPDR Series Trust 2.3% Held

LQDH iShares U S ETF Tr 2.1% Added +4%

TLH iShares Tr 2.1% Added +3%

STIP iShares Tr 2.0% Added +3%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

STX $8.62M
WABC $2.12M
SNDK $1.96M
CWBC $1.15M

arrow_upwardAdded

IJH +46%
PYLD +34%
AVGO +16%
IJR +10%

arrow_downwardTrimmed

QQQ −16%
TSLA −7%
SCHX −7%
ADI −6%

remove_circleSold out

UBFO $993K
ADBE $346K
HTBK $308K
CRM $279K

Destination Wealth Management

Where the money is

Biggest moves since Mar 31, 2026

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