Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Destination Wealth Management (CIK 1278573) reported $3.85B across 283 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($217.7M, 5.65%), AGG ($167.3M, 4.35%), IJR ($104.2M, 2.71%), IEMG ($98.3M, 2.55%), SDY ($91.9M, 2.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $217.7M | 5.65% | 860,480 | Trimmed |
| 2 | AGG | ISHARES TR | $167.3M | 4.35% | 1.7M | Added |
| 3 | IJR | ISHARES TR | $104.2M | 2.71% | 838,038 | Trimmed |
| 4 | IEMG | ISHARES INC | $98.3M | 2.55% | 1.4M | Added |
| 5 | SDY | SPDR SERIES TRUST | $91.9M | 2.39% | 629,425 | Trimmed |
| 6 | TLH | ISHARES TR | $86.9M | 2.26% | 862,821 | Added |
| 7 | GOOGL | ALPHABET INC | $87.0M | 2.26% | 303,936 | Trimmed |
| 8 | LQDH | ISHARES U S ETF TR | $85.8M | 2.23% | 929,645 | Added |
| 9 | STIP | ISHARES TR | $85.4M | 2.22% | 825,668 | Added |
| 10 | PYLD | PIMCO ETF TR | $83.6M | 2.17% | 3.2M | Added |
| 11 | IGSB | ISHARES TR | $81.4M | 2.11% | 1.5M | Added |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $74.5M | 1.93% | 74,773 | Added |
| 13 | IGM | ISHARES TR | $73.6M | 1.91% | 620,654 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $73.2M | 1.90% | 198,797 | Added |
| 15 | IJH | ISHARES TR | $71.5M | 1.86% | 1.1M | Added |
| 16 | IDU | ISHARES TR | $70.4M | 1.83% | 606,250 | Trimmed |
| 17 | IVV | ISHARES TR | $69.5M | 1.81% | 106,457 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $69.1M | 1.79% | 282,650 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $68.2M | 1.77% | 327,799 | Added |
| 20 | EFA | ISHARES TR | $63.9M | 1.66% | 657,616 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $63.5M | 1.65% | 215,812 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $59.8M | 1.55% | 136,915 | Trimmed |
| 23 | SPTL | SPDR SERIES TRUST | $58.3M | 1.51% | 2.2M | Added |
| 24 | V | VISA INC | $55.8M | 1.45% | 184,744 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $53.7M | 1.40% | 112,112 | Added |
Source: SEC Form 13F filings · as of 2026-03-31