Destination Wealth Management
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationwalnut creek, CA
- CIK0001278573
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
254 | $3.17B | AAPL, AGG, KRE, IJR | 13F-HR | May 15, 2025 | 000127857325000006 | ||
247 | $3.20B | AAPL, AGG, KRE, IJR | 13F-HR | Feb 6, 2025 | 000127857325000002 | ||
238 | $3.23B | AAPL, AGG, KRE, IJR | 13F-HR | Nov 25, 2024 | 000127857324000010 | ||
218 | $3.03B | AAPL, AGG, KRE, IJR | 13F-HR | Jul 25, 2024 | 000127857324000008 | ||
225 | $3.01B | AAPL, AGG, KRE, IJR | 13F-HR | May 14, 2024 | 000127857324000006 | ||
218 | $2.88B | AAPL, SCHZ, AGG, KRE | 13F-HR | Feb 14, 2024 | 000127857324000002 | ||
210 | $2.57B | AAPL, AGG, SPSB, KRE | 13F-HR | Nov 14, 2023 | 000127857323000013 | ||
213 | $2.68B | AAPL, AGG, SPSB, KRE | 13F-HR | Aug 11, 2023 | 000127857323000010 | ||
218 | $2.64B | AAPL, SPSB, AGG, KRE | 13F-HR | May 5, 2023 | 000127857323000008 | ||
199 | $2.51B | SPSB, SCHZ, AAPL, AGG | 13F-HR | Feb 13, 2023 | 000127857323000002 | ||
186 | $2.38B | SPSB, AAPL, AGG, KRE | 13F-HR | Nov 14, 2022 | 000127857322000010 | ||
192 | $2.48B | AAPL, AGG, SPSB, KRE | 13F-HR | Jul 29, 2022 | 000127857322000008 | ||
193 | $2.70B | AAPL, AGG, KRE, IJR | 13F-HR | May 12, 2022 | 000127857322000006 | ||
198 | $2.83B | AGG, AAPL, KRE, IJR | 13F-HR | Feb 4, 2022 | 000127857322000002 | ||
174 | $2.58B | AGG, AAPL, KRE, IJR | 13F-HR | Oct 25, 2021 | 000127857321000012 | ||
181 | $2.59B | AGG, AAPL, KRE, IJR | 13F-HR | Aug 13, 2021 | 000127857321000009 | ||
177 | $2.42B | AGG, AAPL, KRE, IJR | 13F-HR | May 5, 2021 | 000127857321000006 | ||
161 | $2.30B | AGG, AAPL, KRE, IJR | 13F-HR | Feb 11, 2021 | 000127857321000002 | ||
142 | $1.98B | AGG, AAPL, KRE, IJR | 13F-HR | Nov 12, 2020 | 000127857320000010 | ||
144 | $1.85B | AGG, AAPL, KRE, IJR | 13F-HR | Aug 14, 2020 | 000127857320000008 | ||
160 | $1.63B | AGG, IVV, KRE, AAPL | 13F-HR | May 13, 2020 | 000127857320000005 | ||
157 | $1.97B | AGG, IVV, KRE, AAPL | 13F-HR | Feb 12, 2020 | 000127857320000002 | ||
140 | $1.85B | AGG, IVV, KRE, VUG | 13F-HR | Nov 13, 2019 | 000127857319000011 | ||
567 | $1.82B | AGG, IVV, KRE, VUG | 13F-HR | Jul 19, 2019 | 000127857319000007 | ||
700 | $1.78B | AGG, IVV, KRE, VUG | 13F-HR | May 1, 2019 | 000127857319000005 | ||
506 | $1.66B | SCHZ, IVV, AGG, KRE | 13F-HR | Feb 5, 2019 | 000127857319000001 | ||
716 | $1.80B | IVV, AGG, KRE, VUG | 13F-HR | Nov 7, 2018 | 000127857318000006 | ||
513 | $1.67B | IVV, AGG, KRE, VUG | 13F-HR | Jul 31, 2018 | 000127857318000005 | ||
591 | $1.64B | IVV, AGG, KRE, VUG | 13F-HR | Apr 5, 2018 | 000127857318000004 | ||
155 | $1.65B | IVV, AGG, KRE, VUG | 13F-HR | Feb 9, 2018 | 000127857318000002 | ||
149 | $1.56B | IVV, AGG, KRE, VUG | 13F-HR | Nov 9, 2017 | 000127857317000007 | ||
152 | $1.50B | IVV, AGG, KRE, VUG | 13F-HR | Aug 11, 2017 | 000127857317000006 | ||
157 | $1.45B | AGG, IVV, KRE, VUG | 13F-HR | May 5, 2017 | 000127857317000005 | ||
168 | $1.36B | AGG, IVV, KRE, IJR | 13F-HR | Feb 1, 2017 | 000127857317000003 | ||
159 | $1.29B | AGG, IVV, KRE, IJR | 13F-HR | Nov 14, 2016 | 000127857316000023 | ||
148 | $1.21B | AGG, IVV, KRE, IJR | 13F-HR | Jul 25, 2016 | 000127857316000022 | ||
127 | $1.04B | AGG, IJR, VOO, IVV | 13F-HR | Apr 20, 2016 | 000127857316000021 | ||
127 | $1.04B | AGG, IJR, VOO, IVV | 13F-HR | Jan 25, 2016 | 000127857316000018 | ||
113 | $900.50M | IJR, IGSB, SCHB, STPZ | 13F-HR | Oct 30, 2015 | 000127857315000017 | ||
253 | $1.51B | IJR, SCHB, IGSB, IJH | 13F-HR | Oct 2, 2015 | 000127857315000014 | ||
104 | $922.63M | SCHB, IJR, IGSB, STPZ | 13F-HR | Apr 14, 2015 | 000127857315000004 | ||
119 | $988.40M | SCHB, IJR, IGSB, KRE | 13F-HR | Jan 14, 2015 | 000127857315000001 | ||
135 | $956.38M | SCHB, IJR, IGSB, STPZ | 13F-HR | Oct 21, 2014 | 000127857314000008 | ||
134 | $969.25M | IGSB, IJR, KRE, STPZ | 13F-HR | Jul 21, 2014 | 000127857314000007 | ||
126 | $934.19M | SCHB, IGSB, IJR, STPZ | 13F-HR | Apr 11, 2014 | 000127857314000003 | ||
108 | $953.31M | SCHB, IJR, IGSB, STPZ | 13F-HR | Jan 30, 2014 | 000127857314000001 |