§ 13F · FUND PROFILE
Destination Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3631.0T (13F)Positions · 316Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$76.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 863K | $234.6T | 6.1% | — |
| 2 | AGG | ISHARES TR | 1.59M | $159.2T | 4.2% | +4% |
| 3 | IJR | ISHARES TR | 840K | $101.0T | 2.6% | ±0% |
| 4 | GOOGL | ALPHABET INC | 311K | $97.3T | 2.5% | −3% |
| 5 | SDY | SPDR SERIES TRUST | 654K | $91.0T | 2.4% | −6% |
| 6 | MSFT | MICROSOFT CORP | 188K | $90.8T | 2.4% | +6% |
| 7 | IEMG | ISHARES INC | 1.29M | $86.5T | 2.3% | ±0% |
| 8 | LQDH | ISHARES U S ETF TR | 892K | $83.3T | 2.2% | +4% |
| 9 | STIP | ISHARES TR | 798K | $81.7T | 2.1% | +5% |
| 10 | IGM | ISHARES TR | 625K | $80.8T | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DESTINATION SIGNAL
AC read
Destination Wealth Management is a Other fund managing $3630953.2 trillion in assets. The fund runs a broad portfolio of 316 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed