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Destination Wealth Management

Q1 2026 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    327

  • Value ($000)

    $3,850,747

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$217.62M
6 %

857,480

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$167.33M
4 %

1,685,577

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$104.18M
3 %

838,038

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$98.32M
3 %

1,409,584

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A763
$91.86M
2 %

629,425

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$86.97M
2 %

302,436

T
TLH

ISHARES TR

10-20 YR TRS ETF
464288653
$86.9M
2 %

862,821

L
LQDH

ISHARES U S ETF TR

INT RT HDG C B
46431W705
$85.84M
2 %

929,645

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$85.4M
2 %

825,668

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$83.57M
2 %

3,189,827

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