Destination Wealth Management
CIK 1278573
13F filing for Q2 2026・No. 1,014
- Holdings
- US$4.28B
- Quarter change
- +US$432.06M
- Entries
- 354
- Net bought (estimate)
- +US$100.43M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 31
- Sold out 9
- Cut 105
- Added 154
- Corporate actions 0
- Unchanged 35
Largest holdings
325 stocks worth US$4.28B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 846,145 | US$244.84M | 5.72% |
| ISHARES TRCORE US AGGBD ET | Added | 1,776,193 | US$175.81M | 4.11% |
| ISHARES TRCORE S&P SCP ETF | Added | 920,516 | US$136.52M | 3.19% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 1,548,248 | US$119.39M | 2.79% |
| PIMCO ETF TRMULTISECTOR BD | Added | 4,271,419 | US$113.28M | 2.65% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 1,364,036 | US$113M | 2.64% |
| GOOGLAlphabetCAP STK CL A | Cut | 289,660 | US$103.52M | 2.42% |
| ISHARES TREXPND TEC SC ETF | Cut | 603,056 | US$98.65M | 2.30% |
| SPDR SERIES TRUSTSTATE STREET SPD | Added | 635,081 | US$96.65M | 2.26% |
| ISHARES U S ETF TRINT RT HDG C B | Added | 967,931 | US$90.15M | 2.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.