Destination Wealth Management

Q3 2025 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    299

  • Value ($000)

    $3,630,953

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$222.39M
6 %

873,391

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$154.28M
4 %

1,538,979

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$99.43M
3 %

836,705

K
KRE

SPDR SERIES TRUST

S&P DIVID ETF
78464A763
$97.78M
3 %

698,199

M
MSFT

MICROSOFT CORP

COM
594918104
$91.44M
3 %

176,535

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$84.99M
2 %

1,289,247

T
TLH

ISHARES TR

10-20 YR TRS ETF
464288653
$83.44M
2 %

810,187

L
LQDH

ISHARES U S ETF TR

INT RT HDG C B
46431W705
$80.22M
2 %

857,526

I
IGM

ISHARES TR

EXPND TEC SC ETF
464287549
$79.47M
2 %

630,972

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$79.34M
2 %

118,547

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