§ 13F · FUND PROFILE
Destination Wealth Management.
AUM · $4.3B (13F)Positions · 354Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 846K | $245M | 5.7% | −2% |
| 2 | AGG | ISHARES TR | 1.78M | $176M | 4.1% | +5% |
| 3 | IJR | ISHARES TR | 921K | $137M | 3.2% | +10% |
| 4 | IJH | ISHARES TR | 1.55M | $119M | 2.8% | +46% |
| 5 | PYLD | PIMCO ETF TR | 4.27M | $113M | 2.6% | +34% |
| 6 | IEMG | ISHARES INC | 1.36M | $113M | 2.6% | −3% |
| 7 | GOOGL | ALPHABET INC | 290K | $104M | 2.4% | −5% |
| 8 | IGM | ISHARES TR | 603K | $99M | 2.3% | −3% |
| 9 | SDY | SPDR SERIES TRUST | 635K | $97M | 2.3% | +1% |
| 10 | LQDH | ISHARES U S ETF TR | 968K | $90M | 2.1% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DESTINATION SIGNAL
AC read
Destination Wealth Management is a Other fund managing $4.3 billion in assets. The fund runs a broad portfolio of 354 positions.
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