StockDriftsStockDriftsTop 50 Destination Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.72% | 846.1K | $244.8M | -1.32%(-11.34K) | $61.21(+398.90%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.11% | 1.78M | $175.8M | +5.38%(+90.62K) | $103.01(-5.44%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.19% | 920.5K | $136.5M | +9.84%(+82.48K) | $80.91(+85.34%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.79% | 1.55M | $119.4M | +46.32%(+490.09K) | $43.67(+79.87%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 2.65% | 4.27M | $113.3M | +33.91%(+1.08M) | $26.43(-0.92%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.64% | 1.36M | $113.0M | -3.23%(-45.55K) | $51.79(+59.53%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.42% | 289.7K | $103.5M | -4.22%(-12.78K) | $40.34(+754.47%) | 2026-06-30 | |
| IGM | ISHARES TR | 2.3% | 603.1K | $98.6M | -2.84%(-17.60K) | $24.85(+562.62%) | 2026-06-30 | |
| SDY | SPDR SERIES TRUST | 2.26% | 635.1K | $96.6M | +0.90%(+5.66K) | $79.94(+96.79%) | 2026-06-30 | |
| LQDH | ISHARES U S ETF TR | 2.11% | 967.9K | $90.1M | +4.12%(+38.29K) | $92.71(-0.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.00% | +40.47% | +5.64% | +31.54% |
| Top 20 Holdings Unweighted | +12.77% | +43.40% | +6.09% | +34.41% |
Destination Wealth Management reports $4.28B in US-listed equity holdings across 325 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.7%), AGG (4.1%) and IJR (3.2%). The top 20 holdings account for 48.56% of reported assets. Its disclosed equity book has returned +40.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Destination Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1278573). View Destination Wealth Management’s 13F filings on SEC