Destination Wealth Management

Q2 2025 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    275

  • Value ($000)

    $3,410,451

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001278573
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$173.31M
5 %

844,719

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$144.82M
4 %

1,459,869

KRE
KRE

SPDR SERIES TRUST

S&P DIVID ETF
78464A763
$94.85M
3 %

698,829

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$90.73M
3 %

830,153

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$87.45M
3 %

175,818

TLH
TLH

ISHARES TR

10-20 YR TRS ETF
464288653
$80.39M
2 %

791,228

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$76.62M
2 %

1,276,316

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$76.54M
2 %

743,770

LQDH
LQDH

ISHARES U S ETF TR

INT RT HDG C B
46431W705
$76.09M
2 %

823,462

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$74.67M
2 %

1,415,266

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