13F filer

Destination Wealth Management

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1278573 SEC filings ↗

13F Value

$4.28B

Positions

344

Top Position

AAPL5.7%

Top 5

18.4%

Latest filing changes

vs Mar 31, 2026

1 IJH iShares Core S&P Mid-Cap ETF +46.3%+$37.8M

2 PYLD PIMCO Multisector Bond Active Exchange-Traded Fund +33.9%+$28.7M

3 IJR iShares Core S&P Small-Cap ETF +9.8%+$12.2M

4 AGG iShares Core U.S. Aggregate Bond ETF +5.4%+$9.0M

5 LQDH iShares Interest Rate Hedged Corporate Bond ETF +4.1%+$3.6M

Holdings344

#							Trend (4Q)
1	AAPL Apple	5.7%	$244.8M	-1.3%	846.1K	5.7%		Common Stock
2	AGG iShares Core U.S. Aggregate Bond ETF	4.1%	$175.8M	+5.4%	1.78M	4.3%		ETF
3	IJR iShares Core S&P Small-Cap ETF	3.2%	$136.5M	+9.8%	920.5K	2.7%		ETF
4	IJH iShares Core S&P Mid-Cap ETF	2.8%	$119.4M	+46.3%	1.55M	1.9%		ETF
5	PYLD PIMCO Multisector Bond Active Exchange-Traded Fund	2.6%	$113.3M	+33.9%	4.27M	2.2%		ETF
6	IEMG iShares Core MSCI Emerging Markets ETF	2.6%	$113.0M	-3.2%	1.36M	2.6%		ETF
7	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 289,660 reported quantity $103,515,664 reported value	2.4%	$103.5M	-4.2%	289.7K	2.3%		Common Stock
8	IGM iShares Expanded Tech Sector ETF	2.3%	$98.6M	-2.8%	603.1K	1.9%		ETF
9	SDY State Street(R) SPDR(R) S&P(R) Dividend ETF	2.3%	$96.6M	+0.9%	635.1K	2.4%		ETF
10	LQDH iShares Interest Rate Hedged Corporate Bond ETF	2.1%	$90.1M	+4.1%	967.9K	2.2%		ETF
11	TLH iShares 10-20 Year Treasury Bond ETF	2.1%	$89.4M	+3.3%	891.1K	2.3%		ETF
12	STIP iShares 0-5 Year TIPS Bond ETF	2.0%	$86.5M	+2.5%	846.5K	2.2%		ETF
13	IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	2.0%	$83.6M	+2.9%	1.59M	2.1%		ETF
14	IVV iShares Core S&P 500 ETF	1.9%	$81.3M	+2.0%	108.6K	1.8%		ETF
15	AMZN Amazon	1.9%	$80.0M	+2.5%	335.6K	1.8%		Common Stock
16	BAI iShares A.I. Innovation and Tech Active ETF	1.8%	$77.2M	-0.9%	1.46M	1.3%		ETF
17	MSFT Microsoft	1.8%	$76.1M	+3.1%	204.0K	1.9%		Common Stock
18	JNJ Johnson & Johnson	1.7%	$71.2M	-0.8%	280.4K	1.8%		Common Stock
19	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.6%	$70.6M	—	819.2K	1.6%	—	ETF
20	COST Costco Wholesale	1.6%	$70.5M	+0.8%	75.4K	1.9%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing14

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.