Destination Wealth Management
Q2 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
275
- Value ($000)
$3,410,451
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001278573
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $173.31 M | 5 % | 844,719 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $144.82 M | 4 % | 1,459,869 | ||
KRE SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $94.85 M | 3 % | 698,829 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $90.73 M | 3 % | 830,153 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $87.45 M | 3 % | 175,818 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $80.39 M | 2 % | 791,228 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $76.62 M | 2 % | 1,276,316 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $76.54 M | 2 % | 743,770 | ||
LQDH ISHARES U S ETF TR | INT RT HDG C B | 46431W705 | $76.09 M | 2 % | 823,462 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $74.67 M | 2 % | 1,415,266 |
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