Destination Wealth Management: 13F holdings
CIK 12785732026Q2
| Positions | 325 |
|---|
| Reported value | $4.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 325 (+22 vs prior quarter) |
|---|
| Reported value | $4.3bn (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 846,145 | $244.8m | 5.7% |
| AGG ISHARES TR | 1,776,193 | $175.8m | 4.1% |
| IJR ISHARES TR | 920,516 | $136.5m | 3.2% |
| IJH ISHARES TR | 1,548,248 | $119.4m | 2.8% |
| PYLD PIMCO ETF TR | 4,271,419 | $113.3m | 2.6% |
| IEMG ISHARES INC | 1,364,036 | $113.0m | 2.6% |
| GOOGL ALPHABET INC | 289,660 | $103.5m | 2.4% |
| IGM ISHARES TR | 603,056 | $98.6m | 2.3% |
| SDY SPDR SERIES TRUST | 635,081 | $96.6m | 2.3% |
| LQDH ISHARES U S ETF TR | 967,931 | $90.1m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1278573")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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