Destination Wealth Management — 13F Holdings & Portfolio

CIK 1278573 · latest 13F-HR filed 2026-08-14

Destination Wealth Management manages $4.28B in 13F-reported U.S. long-equity assets across 354 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (5.72%), AGG (4.10%), IJR (3.19%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions, exited 9, added to 176, and trimmed 51.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1255 TREAT BLVD. SUITE 900
WALNUT CREEK, CA 94597
Phone
(925) 935-2900
Filing Manager
Destination Wealth Management
Walnut Creek, CA
Signatory
Michael Yoshikami
CEO and Founder
Loading holdings…
AUM

$4.28B

Long-equity book

Holdings

354

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+31 / −9 / ↑176 / ↓51

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$47.9M +67.1%
  • ISHARES TR$32.3M +31.0%
  • PIMCO ETF TR$29.7M +35.5%
  • BLACKROCK ETF TRUST$28.5M +58.5%
  • APPLE INC$27.2M +12.5%
Show all 176

Top Trims

  • ZOETIS INC-$10.4M -87.3%
  • INTERCONTINENTAL EXCHANGE IN-$5.4M -20.3%
  • VANECK ETF TRUST-$4.8M -92.3%
  • VANGUARD INDEX FDS-$4.3M -48.7%
  • COSTCO WHOLESALE CORPORATION-$4.0M -5.4%
Show all 51

New Positions

  • SEAGATE TECHNOLOGY HLDNGS PL$8.6M
  • WESTAMERICA BANCORPORATION$2.1M
  • SANDISK CORP$2.0M
  • COMMUNITY WEST BANCSHARES NE$1.1M
  • WESTERN DIGITAL CORP$917.8K
Show all 31

Exited Positions

  • UNITED SEC BANCSHARES CALIF$993.3K
  • ADOBE INC$345.9K
  • HERITAGE COMM CORP$308.3K
  • SALESFORCE INC$278.6K
  • ISHARES TR$259.6K
Show all 9
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $244.8M 5.72% 846,145 SH
2 ISHARES TR AGG 464287226 $175.8M 4.10% 1,776,193 SH
3 ISHARES TR IJR 464287804 $136.5M 3.19% 920,516 SH
4 ISHARES TR IJH 464287507 $119.4M 2.79% 1,548,248 SH
5 PIMCO ETF TR PYLD 72201R585 $113.3M 2.64% 4,271,419 SH
6 ISHARES INC IEMG 46434G103 $113.0M 2.64% 1,364,036 SH
7 ALPHABET INC GOOGL 02079K305 $103.5M 2.42% 289,660 SH
8 ISHARES TR IGM 464287549 $98.6M 2.30% 603,056 SH
9 SPDR SERIES TRUST SDY 78464A763 $96.6M 2.26% 635,081 SH
10 ISHARES U S ETF TR LQDH 46431W705 $90.1M 2.10% 967,931 SH
11 ISHARES TR TLH 464288653 $89.4M 2.09% 891,126 SH
12 ISHARES TR STIP 46429B747 $86.5M 2.02% 846,480 SH
13 ISHARES TR IGSB 464288646 $83.6M 1.95% 1,594,200 SH
14 ISHARES TR IVV 464287200 $81.3M 1.90% 108,582 SH
15 AMAZON COM INC AMZN 023135106 $80.0M 1.87% 335,552 SH
16 BLACKROCK ETF TRUST BAI 09290C780 $77.2M 1.80% 1,464,996 SH
17 MICROSOFT CORP MSFT 594918104 $76.1M 1.78% 203,992 SH
18 JOHNSON & JOHNSON JNJ 478160104 $71.2M 1.66% 280,450 SH
19 VANGUARD INDEX FDS VUG 922908736 $70.6M 1.65% 819,218 SH
20 COSTCO WHOLESALE CORPORATION COST 22160K105 $70.5M 1.65% 75,375 SH
21 JPMORGAN CHASE & CO JPM 46625H100 $70.3M 1.64% 214,857 SH
22 ISHARES TR EFA 464287465 $69.9M 1.63% 673,331 SH
23 ISHARES TR IDU 464287697 $69.3M 1.62% 605,045 SH
24 ELI LILLY & CO LLY 532457108 $68.1M 1.59% 56,810 SH
25 VISA INC V 92826C839 $64.0M 1.49% 186,535 SH
26 SPDR SERIES TRUST SPTL 78464A664 $58.6M 1.37% 2,235,719 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $57.4M 1.34% 114,698 SH
28 MASTERCARD INCORPORATED MA 57636Q104 $55.8M 1.30% 108,654 SH
29 ASML HLDG NV ASML N07059210 $53.1M 1.24% 26,682 SH
30 COLGATE PALMOLIVE CO CL 194162103 $51.7M 1.21% 563,615 SH
31 ISHARES TR IUSB 46434V613 $49.4M 1.15% 1,069,818 SH
32 ANALOG DEVICES INC ADI 032654105 $45.4M 1.06% 114,360 SH
33 TJX COS INC NEW TJX 872540109 $37.5M 0.87% 247,270 SH
34 GLOBAL X FDS PAVE 37954Y673 $36.6M 0.85% 621,076 SH
35 AMERICAN EXPRESS CO AXP 025816109 $35.7M 0.83% 105,616 SH
36 QUALCOMM INC QCOM 747525103 $35.7M 0.83% 192,953 SH
37 PIMCO ETF TR MINT 72201R833 $35.6M 0.83% 352,916 SH
38 ISHARES TR FLOT 46429B655 $34.8M 0.81% 681,091 SH
39 SCHWAB STRATEGIC TR SCHZ 808524839 $34.6M 0.81% 1,497,382 SH
40 VANGUARD INTL EQUITY INDEX F VEU 922042775 $34.0M 0.79% 406,507 SH
41 WALMART INC WMT 931142103 $33.2M 0.78% 293,363 SH
42 AMPLIFY ETF TR HACK 032108664 $32.4M 0.76% 308,971 SH
43 ISHARES TR ISTB 46432F859 $31.1M 0.73% 644,170 SH
44 WASTE MGMT INC DEL WM 94106L109 $30.6M 0.72% 137,479 SH
45 SCHWAB STRATEGIC TR SCHX 808524201 $28.7M 0.67% 975,922 SH
46 ECOLAB INC ECL 278865100 $28.7M 0.67% 102,916 SH
47 AFLAC INC AFL 001055102 $27.7M 0.65% 236,154 SH
48 DISNEY WALT CO DIS 254687106 $26.4M 0.62% 274,771 SH
49 ABBOTT LABORATORIES ABT 002824100 $25.4M 0.59% 279,515 SH
50 ALPHABET INC GOOG 02079K107 $24.9M 0.58% 70,407 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $4.28B 354 0001278573-26-000008
2026-03-31 2026-05-15 $3.85B 342 0001278573-26-000006
2025-12-31 2026-02-13 $3.82B 365 0001278573-26-000003
2025-09-30 2025-11-14 $3.63B 316 0001278573-25-000012