§ 13F · FUND PROFILE
Destination Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.6B (13F)Positions · 316Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$38M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 857K | $218M | 5.7% | −1% |
| 2 | AGG | ISHARES TR | 1.69M | $167M | 4.3% | +6% |
| 3 | IJR | ISHARES TR | 838K | $104M | 2.7% | ±0% |
| 4 | IEMG | ISHARES INC | 1.41M | $98M | 2.6% | +10% |
| 5 | SDY | SPDR SERIES TRUST | 629K | $92M | 2.4% | −4% |
| 6 | GOOGL | ALPHABET INC | 302K | $87M | 2.3% | −3% |
| 7 | TLH | ISHARES TR | 863K | $87M | 2.3% | +9% |
| 8 | LQDH | ISHARES U S ETF TR | 930K | $86M | 2.2% | +4% |
| 9 | STIP | ISHARES TR | 826K | $85M | 2.2% | +3% |
| 10 | PYLD | PIMCO ETF TR | 3.19M | $84M | 2.2% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DESTINATION SIGNAL
AC read
Destination Wealth Management is a Other fund managing $3.6 billion in assets. The fund runs a broad portfolio of 316 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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