Institutions / Destination Wealth Management
Destination Wealth Management
CIK 1278573 · Institution · as of Mar 31, 2026
Portfolio value
$3.85B
Positions
303
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.85B+0.7%Positions
303+5.2%Top holdings
Mar 31, 2026View all 303 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $217.62M | 5.7% |
| iShares Tr | $167.33M | 4.3% |
| iShares Tr | $104.18M | 2.7% |
| iShares Inc | $98.32M | 2.6% |
| SPDR Series Trust | $91.86M | 2.4% |
| Alphabet Inc. | $86.97M | 2.3% |
| iShares Tr | $86.90M | 2.3% |
| iShares U S ETF Tr | $85.84M | 2.2% |
| iShares MSCI UAE ETF | $85.40M | 2.2% |
| PIMCO ETF Tr | $83.57M | 2.2% |
| iShares Tr | $81.39M | 2.1% |
| Costco Wholesale Corp /New | $74.51M | 1.9% |
| iShares Tr | $73.55M | 1.9% |
| Microsoft Corp | $73.22M | 1.9% |
| iShares Tr | $71.46M | 1.9% |
| iShares MSCI UAE ETF | $70.39M | 1.8% |
| iShares Tr | $69.54M | 1.8% |
| Johnson & Johnson | $69.09M | 1.8% |
| Amazon.com Inc | $68.19M | 1.8% |
| iShares Tr | $63.87M | 1.7% |
| JPMorgan Chase & Co | $63.48M | 1.6% |
| Vanguard Index Fds | $59.80M | 1.6% |
| SPDR Series Trust | $58.26M | 1.5% |
| Visa Inc | $55.84M | 1.5% |
| Warren E. Buffett | $53.72M | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 922042775 Common stock | $29.41M | +392K | 391,607 0.76% of portfolio | medium |
| Q1 2026 as of | Add | 464287465 Common stock | $23.29M | +240K +57.41% | 657,616 1.66% of portfolio | medium |
| Q1 2026 as of | Trim | 808524201 Common stock | $-9.56M | -373K -26.31% | 1,043,918 0.70% of portfolio | medium |
| Q1 2026 as of | Add | 464287226 Common stock | $9.14M | +92K +5.78% | 1,685,577 4.35% of portfolio | medium |
| Q1 2026 as of | Trim | 808524839 Common stock | $-9.06M | -390K -20.06% | 1,555,452 0.94% of portfolio | medium |
| Q1 2026 as of | Add | 46434G103 Common stock | $8.59M | +123K +9.58% | 1,409,584 2.55% of portfolio | medium |
| Q1 2026 as of | Add | 464288653 Common stock | $6.96M | +69K +8.71% | 862,821 2.26% of portfolio | medium |
| Q1 2026 as of | Trim | 464287200 Common stock | $-4.43M | -7K -5.99% | 106,457 1.81% of portfolio | low |
| Q1 2026 as of | Add | 72201R585 Common stock | $4.29M | +164K +5.41% | 3,189,827 2.17% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $3.98M | +14K +24.71% | 69,974 0.52% of portfolio | low |