Holders — by stockHoldings — by fund
Destination Wealth Management
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1278573
$4.28B
disclosed book value
325
positions
5.7%
largest position share
Positions, as of 2026-06-30
top 100 of 325 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 846,145 | $244.8M | 5.7% |
| 2 | AGGISHARES TR | 1.8M | $175.8M | 4.1% |
| 3 | IJRISHARES TR | 920,516 | $136.5M | 3.2% |
| 4 | IJHISHARES TR | 1.5M | $119.4M | 2.8% |
| 5 | PYLDPIMCO ETF TR | 4.3M | $113.3M | 2.6% |
| 6 | IEMGISHARES INC | 1.4M | $113.0M | 2.6% |
| 7 | GOOGLALPHABET INC | 289,660 | $103.5M | 2.4% |
| 8 | IGMISHARES TR | 603,056 | $98.6M | 2.3% |
| 9 | SDYSPDR SERIES TRUST | 635,081 | $96.6M | 2.3% |
| 10 | LQDHISHARES U S ETF TR | 967,931 | $90.1M | 2.1% |
| 11 | TLHISHARES TR | 891,126 | $89.4M | 2.1% |
| 12 | STIPISHARES TR | 846,480 | $86.5M | 2% |
| 13 | IGSBISHARES TR | 1.6M | $83.6M | 2% |
| 14 | IVVISHARES TR | 108,582 | $81.3M | 1.9% |
| 15 | AMZNAMAZON COM INC | 335,552 | $80.0M | 1.9% |
| 16 | BAIBLACKROCK ETF TRUST | 1.5M | $77.2M | 1.8% |
| 17 | MSFTMICROSOFT CORP | 203,992 | $76.1M | 1.8% |
| 18 | JNJJOHNSON & JOHNSON | 280,450 | $71.2M | 1.7% |
| 19 | VUGVANGUARD INDEX FDS | 819,218 | $70.6M | 1.6% |
| 20 | COSTCOSTCO WHOLESALE CORPORATION | 75,375 | $70.5M | 1.6% |
| 21 | JPMJPMORGAN CHASE & CO | 214,857 | $70.3M | 1.6% |
| 22 | EFAISHARES TR | 673,331 | $69.9M | 1.6% |
| 23 | IDUISHARES TR | 605,045 | $69.3M | 1.6% |
| 24 | LLYELI LILLY & CO | 56,810 | $68.1M | 1.6% |
| 25 | VVISA INC | 186,535 | $64.0M | 1.5% |
| 26 | SPTLSPDR SERIES TRUST | 2.2M | $58.6M | 1.4% |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 114,698 | $57.4M | 1.3% |
| 28 | MAMASTERCARD INCORPORATED | 108,654 | $55.8M | 1.3% |
| 29 | ASML HLDG NV | 26,682 | $53.1M | 1.2% |
| 30 | CLCOLGATE PALMOLIVE CO | 563,615 | $51.7M | 1.2% |
| 31 | IUSBISHARES TR | 1.1M | $49.4M | 1.2% |
| 32 | ADIANALOG DEVICES INC | 114,360 | $45.4M | 1.1% |
| 33 | TJXTJX COS INC NEW | 247,270 | $37.5M | 0.9% |
| 34 | PAVEGLOBAL X FDS | 621,076 | $36.6M | 0.9% |
| 35 | AXPAMERICAN EXPRESS CO | 105,616 | $35.7M | 0.8% |
| 36 | QCOMQUALCOMM INC | 192,953 | $35.7M | 0.8% |
| 37 | MINTPIMCO ETF TR | 352,916 | $35.6M | 0.8% |
| 38 | FLOTISHARES TR | 681,091 | $34.8M | 0.8% |
| 39 | SCHZSCHWAB STRATEGIC TR | 1.5M | $34.6M | 0.8% |
| 40 | VEUVANGUARD INTL EQUITY INDEX F | 406,507 | $34.0M | 0.8% |
| 41 | WMTWALMART INC | 293,363 | $33.2M | 0.8% |
| 42 | HACKAMPLIFY ETF TR | 308,971 | $32.4M | 0.8% |
| 43 | ISTBISHARES TR | 644,170 | $31.1M | 0.7% |
| 44 | WMWASTE MGMT INC DEL | 137,479 | $30.6M | 0.7% |
| 45 | SCHXSCHWAB STRATEGIC TR | 975,922 | $28.7M | 0.7% |
| 46 | ECLECOLAB INC | 102,916 | $28.7M | 0.7% |
| 47 | AFLAFLAC INC | 236,154 | $27.7M | 0.6% |
| 48 | DISDISNEY WALT CO | 274,771 | $26.4M | 0.6% |
| 49 | ABTABBOTT LABORATORIES | 279,515 | $25.4M | 0.6% |
| 50 | GOOGALPHABET INC | 70,407 | $24.9M | 0.6% |
| 51 | BXBLACKSTONE INC | 208,259 | $24.5M | 0.6% |
| 52 | NVDANVIDIA CORPORATION | 121,733 | $24.4M | 0.6% |
| 53 | MCDMCDONALDS CORP | 88,884 | $24.0M | 0.6% |
| 54 | ROSTROSS STORES INC | 112,479 | $23.9M | 0.6% |
| 55 | VZVERIZON COMMUNICATIONS INC | 561,531 | $23.8M | 0.6% |
| 56 | PFEPFIZER INC | 976,104 | $23.5M | 0.5% |
| 57 | COFCAPITAL ONE FINL CORP | 116,078 | $23.3M | 0.5% |
| 58 | IMTBISHARES TR | 528,770 | $23.1M | 0.5% |
| 59 | EAGGISHARES TR | 482,719 | $22.9M | 0.5% |
| 60 | SYKSTRYKER CORPORATION | 72,165 | $22.7M | 0.5% |
| 61 | TMOTHERMO FISHER SCIENTIFIC INC | 43,630 | $21.9M | 0.5% |
| 62 | GBFISHARES TR | 210,294 | $21.8M | 0.5% |
| 63 | ORLYOREILLY AUTOMOTIVE INC | 235,815 | $21.7M | 0.5% |
| 64 | ICEINTERCONTINENTAL EXCHANGE IN | 170,848 | $21.0M | 0.5% |
| 65 | AMTAMERICAN TOWER CORP | 116,707 | $19.1M | 0.4% |
| 66 | ISRGINTUITIVE SURGICAL INC | 47,004 | $18.7M | 0.4% |
| 67 | SPYSTATE STR SPDR S&P 500 ETF T | 23,267 | $17.4M | 0.4% |
| 68 | QQQINVESCO QQQ TR | 22,332 | $16.4M | 0.4% |
| 69 | IDVISHARES TR | 373,763 | $15.5M | 0.4% |
| 70 | VVVANGUARD INDEX FDS | 44,692 | $15.4M | 0.4% |
| 71 | AVGOBROADCOM INC | 39,167 | $14.8M | 0.3% |
| 72 | USIGISHARES TR | 279,770 | $14.3M | 0.3% |
| 73 | DONWISDOMTREE TR | 239,935 | $13.6M | 0.3% |
| 74 | DESWISDOMTREE TR | 324,017 | $13.2M | 0.3% |
| 75 | MGCVANGUARD WORLD FD | 38,974 | $10.7M | 0.2% |
| 76 | TSLATESLA INC | 22,924 | $9.6M | 0.2% |
| 77 | BONDPIMCO ETF TR | 101,466 | $9.4M | 0.2% |
| 78 | SUSBISHARES TR | 373,623 | $9.3M | 0.2% |
| 79 | SCHBSCHWAB STRATEGIC TR | 319,590 | $9.3M | 0.2% |
| 80 | LMTLOCKHEED MARTIN CORP | 17,585 | $9.0M | 0.2% |
| 81 | PGPROCTER & GAMBLE CO | 60,898 | $8.9M | 0.2% |
| 82 | SOXXISHARES TR | 13,929 | $8.9M | 0.2% |
| 83 | SEAGATE TECHNOLOGY HLDNGS PL | 8,930 | $8.6M | 0.2% |
| 84 | KOCOCA COLA CO | 104,656 | $8.5M | 0.2% |
| 85 | IXPISHARES TR | 74,630 | $8.4M | 0.2% |
| 86 | METAMETA PLATFORMS INC | 14,675 | $8.3M | 0.2% |
| 87 | IGIBISHARES TR | 153,126 | $8.1M | 0.2% |
| 88 | ULUNILEVER PLC | 134,632 | $8.1M | 0.2% |
| 89 | RSPTINVESCO EXCHANGE TRADED FD T | 125,175 | $8.1M | 0.2% |
| 90 | SNPSSYNOPSYS INC | 17,868 | $8.0M | 0.2% |
| 91 | AMDADVANCED MICRO DEVICES INC | 13,609 | $7.9M | 0.2% |
| 92 | SUSAISHARES TR | 47,522 | $7.3M | 0.2% |
| 93 | AMATAPPLIED MATLS INC | 9,654 | $7.0M | 0.2% |
| 94 | IWBISHARES TR | 16,777 | $6.9M | 0.2% |
| 95 | KMBKIMBERLY-CLARK CORP | 59,556 | $6.5M | 0.2% |
| 96 | SCHMSCHWAB STRATEGIC TR | 176,884 | $6.5M | 0.2% |
| 97 | SCHFSCHWAB STRATEGIC TR | 234,758 | $6.5M | 0.2% |
| 98 | VTVVANGUARD INDEX FDS | 29,169 | $6.4M | 0.1% |
| 99 | VHTVANGUARD WORLD FD | 20,672 | $6.2M | 0.1% |
| 100 | CVXCHEVRON CORPORATION | 36,466 | $6.0M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.