Destination Wealth Management

Institutional manager (13F) · CIK 1278573

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.0B

#	Issuer	Value	Shares
1	APPLE INC	$218M	857,480
2	ISHARES TR	$167M	1,685,577
3	ISHARES TR	$104M	838,038
4	ISHARES INC	$98M	1,409,584
5	SPDR SERIES TRUST	$92M	629,425
6	ALPHABET INC	$87M	302,436
7	ISHARES TR	$87M	862,821
8	ISHARES U S ETF TR	$86M	929,645
9	ISHARES TR	$85M	825,668
10	PIMCO ETF TR	$84M	3,189,827
11	ISHARES TR	$81M	1,548,529
12	COSTCO WHOLESALE CORPORATION	$75M	74,773
13	ISHARES TR	$74M	620,654
14	MICROSOFT CORP	$73M	197,797
15	ISHARES TR	$71M	1,058,158
16	ISHARES TR	$70M	606,250
17	ISHARES TR	$70M	106,457
18	JOHNSON & JOHNSON	$69M	282,650
19	AMAZON COM INC	$68M	327,399
20	ISHARES TR	$64M	657,616
21	JPMORGAN CHASE & CO	$63M	215,812
22	VANGUARD INDEX FDS	$60M	136,915
23	SPDR SERIES TRUST	$58M	2,215,071
24	VISA INC	$56M	184,744
25	BERKSHIRE HATHAWAY INC DEL	$54M	112,112
26	MASTERCARD INCORPORATED	$53M	105,871
27	ELI LILLY & CO	$52M	56,684
28	BLACKROCK ETF TRUST	$49M	1,478,750
29	ISHARES TR	$48M	1,044,684
30	COLGATE PALMOLIVE CO	$47M	553,406
31	TJX COS INC NEW	$40M	249,792
32	ANALOG DEVICES INC	$39M	121,227
33	ASML HLDG NV	$37M	28,124
34	WALMART INC	$37M	297,503
35	SCHWAB STRATEGIC TR	$36M	1,555,452
36	ISHARES TR	$35M	678,038
37	PIMCO ETF TR	$33M	332,676
38	GLOBAL X FDS	$32M	630,654
39	AMERICAN EXPRESS CO	$32M	105,338
40	WASTE MGMT INC DEL	$31M	135,862
41	ISHARES TR	$31M	632,675
42	VANGUARD INTL EQUITY INDEX F	$29M	391,607
43	VERIZON COMMUNICATIONS INC	$28M	552,366
44	ECOLAB INC	$27M	102,043
45	DISNEY WALT CO	$27M	279,068
46	SCHWAB STRATEGIC TR	$27M	1,043,918
47	MCDONALDS CORP	$27M	85,784
48	PFIZER INC	$26M	943,250
49	INTERCONTINENTAL EXCHANGE IN	$26M	167,853
50	ABBOTT LABORATORIES	$26M	257,094

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.