Destination Wealth Management

13F filer · CIK 0001278573

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$4.28BU.S. long equity reported on 13F

Positions18721 new · 8 closed

Net flow last quarter+$3.11MBuys minus sells

Top 10 positions weight21.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026187 positions
AAPLApple Inc.	$245M	5.72%	0.01%	-1.3%	Q2 2013
GOOGLAlphabet Inc.	$104M	2.42%	0.00%	-4.2%	Q4 2015
AMZNAmazon Com Inc	$80M	1.87%	0.00%	+2.5%	Q2 2015
MSFTMicrosoft Corp	$76.1M	1.78%	0.00%	+3.1%	Q2 2013
JNJJohnson & Johnson	$71.2M	1.66%	0.01%	-0.8%	Q2 2013
COSTCostco Wholesale Corp	$70.5M	1.65%	0.02%	+0.8%	Q2 2013
JPMJPMorgan Chase & Co	$70.3M	1.64%	0.01%	-0.4%	Q2 2015
LLYELI LILLY & Co	$68.1M	1.59%	0.01%	+0.2%	Q2 2015
VVisa Inc.	$64M	1.49%	0.01%	+1.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$57.4M	1.34%	Not reported	+2.3%	Q2 2013
MAMastercard Inc	$55.8M	1.30%	0.01%	+2.6%	Q2 2013
ASMLAsml Holding NV	$53.1M	1.24%	0.01%	-5.1%	Q4 2018
CLColgate Palmolive Co	$51.7M	1.21%	0.07%	+1.8%	Q2 2015
ADIAnalog Devices Inc	$45.4M	1.06%	0.02%	-5.7%	Q1 2018
TJXTJX Companies Inc	$37.5M	0.87%	0.02%	-1.0%	Q2 2015
AXPAmerican Express Co	$35.7M	0.83%	0.02%	+0.3%	Q2 2015
QCOMQualcomm Inc	$35.7M	0.83%	0.02%	+1.3%	Q2 2013
WMTWalmart Inc.	$33.2M	0.78%	0.00%	-1.4%	Q2 2015
WMWaste Management Inc	$30.6M	0.72%	0.03%	+1.2%	Q4 2016
ECLEcolab Inc.	$28.7M	0.67%	0.04%	+0.9%	Q1 2018
AFLAflac Inc	$27.7M	0.65%	0.05%	-0.2%	Q2 2013
DISWalt Disney Co	$26.4M	0.62%	0.02%	-1.5%	Q2 2013
ABTAbbott Laboratories	$25.4M	0.59%	0.02%	+8.7%	Q2 2013
GOOGAlphabet Inc.	$24.9M	0.58%	Not reported	+0.6%	Q4 2015
BXBlackstone Inc.	$24.5M	0.57%	0.03%	+4.3%	Q3 2018
NVDANvidia Corp	$24.4M	0.57%	0.00%	-4.3%	Q2 2015
MCDMcdonalds Corp	$24M	0.56%	0.01%	+3.6%	Q2 2013
ROSTRoss Stores, Inc.	$23.9M	0.56%	0.04%	-2.9%	Q3 2016
VZVerizon Communications Inc	$23.8M	0.56%	0.01%	+1.7%	Q2 2013
PFEPfizer Inc	$23.5M	0.55%	0.02%	+3.5%	Q4 2013
COFCapital One Financial Corp	$23.3M	0.54%	0.02%	-2.2%	Q2 2015
SYKStryker Corp	$22.7M	0.53%	0.02%	+1.7%	Q2 2013
TMOThermo Fisher Scientific Inc.	$21.9M	0.51%	0.01%	+2.9%	Q1 2018
ORLYO Reilly Automotive Inc	$21.7M	0.51%	0.03%	+2.4%	Q1 2019
ICEIntercontinental Exchange, Inc.	$21M	0.49%	0.03%	+1.8%	Q1 2018
AMTAmerican Tower Corp	$19.1M	0.45%	0.03%	+3.0%	Q3 2018
ISRGIntuitive Surgical Inc	$18.7M	0.44%	0.01%	+5.1%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$17.4M	0.41%	Not reported	-2.2%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$16.4M	0.38%	Not reported	-15.9%	Q2 2018
AVGOBroadcom Inc.	$14.8M	0.35%	0.00%	+16.5%	Q2 2018
TSLATesla, Inc.	$9.64M	0.23%	0.00%	-6.8%	Q2 2015
LMTLockheed Martin Corp	$8.96M	0.21%	0.01%	+2.0%	Q4 2013
PGPROCTER & GAMBLE Co	$8.93M	0.21%	0.00%	+4.9%	Q2 2013
STXSeagate Technology Holdings plc	$8.62M	0.20%	0.00%	Not reported	Q1 2018
KOCoca Cola Co	$8.51M	0.20%	0.00%	+2.3%	Q3 2014
METAMeta Platforms, Inc.	$8.27M	0.19%	Not reported	+0.6%	Q2 2015
ULUnilever PLC	$8.09M	0.19%	0.01%	+7.3%	Q1 2015
SNPSSynopsys Inc	$7.97M	0.19%	0.01%	-1.0%	Q3 2018
AMDAdvanced Micro Devices Inc	$7.91M	0.18%	0.00%	-3.6%	Q1 2018
SUSASouthern USA Resources Inc.	$7.33M	0.17%	Not reported	+5.6%	Q4 2013

Q1 2026Reported May 15, 2026173 positions
AAPLApple Inc.	$218M	5.65%	0.01%	-0.6%	Q2 2013
GOOGLAlphabet Inc.	$87M	2.26%	0.00%	-2.8%	Q4 2015
COSTCostco Wholesale Corp	$74.5M	1.93%	0.02%	+1.1%	Q2 2013
MSFTMicrosoft Corp	$73.2M	1.90%	0.00%	+5.4%	Q2 2013
JNJJohnson & Johnson	$69.1M	1.79%	0.01%	-2.2%	Q2 2013
AMZNAmazon Com Inc	$68.2M	1.77%	0.00%	+1.3%	Q2 2015
JPMJPMorgan Chase & Co	$63.5M	1.65%	0.01%	+1.6%	Q2 2015
VVisa Inc.	$55.8M	1.45%	0.01%	+3.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$53.7M	1.40%	Not reported	+2.7%	Q2 2013
MAMastercard Inc	$52.9M	1.37%	0.01%	+2.4%	Q2 2013
LLYELI LILLY & Co	$52.1M	1.35%	0.01%	+0.2%	Q2 2015
CLColgate Palmolive Co	$47.2M	1.22%	0.07%	+3.4%	Q2 2015
TJXTJX Companies Inc	$39.9M	1.04%	0.02%	-1.1%	Q2 2015
ADIAnalog Devices Inc	$38.6M	1.00%	0.02%	-2.3%	Q1 2018
ASMLAsml Holding NV	$37.1M	0.96%	0.01%	-4.8%	Q4 2018
WMTWalmart Inc.	$37M	0.96%	0.00%	-1.3%	Q2 2015
AXPAmerican Express Co	$31.9M	0.83%	0.02%	+1.0%	Q2 2015
WMWaste Management Inc	$31.2M	0.81%	0.03%	+1.0%	Q4 2016
VZVerizon Communications Inc	$27.7M	0.72%	0.01%	+2.6%	Q2 2013
ECLEcolab Inc.	$27.1M	0.70%	0.04%	+0.6%	Q1 2018
DISWalt Disney Co	$26.9M	0.70%	0.02%	-1.0%	Q2 2013
MCDMcdonalds Corp	$26.7M	0.69%	0.01%	+3.4%	Q2 2013
PFEPfizer Inc	$26.5M	0.69%	0.02%	+15.3%	Q4 2013
ICEIntercontinental Exchange, Inc.	$26.4M	0.69%	0.03%	+1.4%	Q1 2018
ABTAbbott Laboratories	$26.4M	0.69%	0.01%	+4.8%	Q2 2013
AFLAflac Inc	$26M	0.67%	0.05%	+0.8%	Q2 2013
ROSTRoss Stores, Inc.	$25.1M	0.65%	0.04%	-1.4%	Q3 2016
QCOMQualcomm Inc	$24.5M	0.64%	0.02%	+3.9%	Q2 2013
SYKStryker Corp	$23.3M	0.61%	0.02%	+2.0%	Q2 2013
BXBlackstone Inc.	$23M	0.60%	0.03%	+6.6%	Q3 2018
NVDANvidia Corp	$22.2M	0.58%	0.00%	+16.1%	Q2 2015
COFCapital One Financial Corp	$21.7M	0.56%	0.02%	-2.2%	Q2 2015
ORLYO Reilly Automotive Inc	$21.3M	0.55%	0.03%	+1.3%	Q1 2019
TMOThermo Fisher Scientific Inc.	$20.8M	0.54%	0.01%	+5.1%	Q1 2018
ISRGIntuitive Surgical Inc	$20.6M	0.54%	0.01%	+6.9%	Q1 2018
GOOGAlphabet Inc.	$20.1M	0.52%	Not reported	+24.7%	Q4 2015
AMTAmerican Tower Corp	$19.5M	0.51%	0.02%	+15.5%	Q3 2018
SPYSPDR S&P 500 ETF Trust	$15.5M	0.40%	Not reported	+0.2%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$15.3M	0.40%	Not reported	+26.4%	Q2 2018
ZTSZoetis Inc.	$11.9M	0.31%	0.02%	-3.5%	Q1 2018
LMTLockheed Martin Corp	$10.4M	0.27%	0.01%	+0.1%	Q4 2013
AVGOBroadcom Inc.	$10.4M	0.27%	0.00%	-4.0%	Q2 2018
TSLATesla, Inc.	$9.15M	0.24%	0.00%	+6.1%	Q2 2015
PGPROCTER & GAMBLE Co	$8.39M	0.22%	0.00%	+3.9%	Q2 2013
METAMeta Platforms, Inc.	$8.34M	0.22%	Not reported	+12.6%	Q2 2015
KOCoca Cola Co	$7.78M	0.20%	0.00%	+1.7%	Q3 2014
CVXChevron Corp	$7.4M	0.19%	0.00%	+2.9%	Q2 2013
SNPSSynopsys Inc	$7.15M	0.19%	0.01%	-2.8%	Q3 2018
ULUnilever PLC	$7.15M	0.19%	0.01%	+2.5%	Q1 2015
PLTRPalantir Technologies Inc.	$6.53M	0.17%	0.00%	+51.6%	Q3 2020

Q4 2025Reported Feb 13, 2026171 positions
AAPLApple Inc.	$235M	6.14%	0.01%	-1.2%	Q2 2013
GOOGLAlphabet Inc.	$97.3M	2.55%	0.00%	-2.8%	Q4 2015
MSFTMicrosoft Corp	$90.8M	2.37%	0.00%	+6.3%	Q2 2013
AMZNAmazon Com Inc	$74.6M	1.95%	0.00%	+3.8%	Q2 2015
JPMJPMorgan Chase & Co	$68.4M	1.79%	0.01%	-1.4%	Q2 2015
COSTCostco Wholesale Corp	$63.8M	1.67%	0.02%	+3.3%	Q2 2013
VVisa Inc.	$62.6M	1.64%	0.01%	+1.3%	Q2 2013
LLYELI LILLY & Co	$60.8M	1.59%	0.01%	-1.5%	Q2 2015
JNJJohnson & Johnson	$59.8M	1.57%	0.01%	-0.2%	Q2 2013
MAMastercard Inc	$59M	1.54%	0.01%	+1.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$54.9M	1.44%	Not reported	+5.2%	Q2 2013
CLColgate Palmolive Co	$42.3M	1.11%	0.07%	+1.4%	Q2 2015
TJXTJX Companies Inc	$38.8M	1.01%	0.02%	-1.0%	Q2 2015
AXPAmerican Express Co	$38.6M	1.01%	0.02%	-2.2%	Q2 2015
ADIAnalog Devices Inc	$33.6M	0.88%	0.03%	+0.7%	Q1 2018
WMTWalmart Inc.	$33.6M	0.88%	0.00%	+0.9%	Q2 2015
DISWalt Disney Co	$32.1M	0.84%	0.02%	-1.5%	Q2 2013
ASMLAsml Holding NV	$31.6M	0.83%	0.01%	-1.2%	Q4 2018
QCOMQualcomm Inc	$31.3M	0.82%	0.02%	-0.4%	Q2 2013
ABTAbbott Laboratories	$30.7M	0.80%	0.01%	+1.1%	Q2 2013
WMWaste Management Inc	$29.5M	0.77%	0.03%	+0.1%	Q4 2016
COFCapital One Financial Corp	$29.4M	0.77%	0.02%	-4.4%	Q2 2015
BXBlackstone Inc.	$28.9M	0.76%	0.03%	+1.2%	Q3 2018
ICEIntercontinental Exchange, Inc.	$26.8M	0.70%	0.03%	+0.2%	Q1 2018
ECLEcolab Inc.	$26.6M	0.70%	0.04%	+1.0%	Q1 2018
AFLAflac Inc	$25.9M	0.68%	0.05%	+0.2%	Q2 2013
MCDMcdonalds Corp	$25.4M	0.66%	0.01%	+4.7%	Q2 2013
SYKStryker Corp	$24.5M	0.64%	0.02%	-0.3%	Q2 2013
ISRGIntuitive Surgical Inc	$23.7M	0.62%	0.01%	+5.4%	Q1 2018
TMOThermo Fisher Scientific Inc.	$23.4M	0.61%	0.01%	+2.4%	Q1 2018
VZVerizon Communications Inc	$21.9M	0.57%	0.01%	+0.2%	Q2 2013
ROSTRoss Stores, Inc.	$21.2M	0.55%	0.04%	-1.2%	Q3 2016
ORLYO Reilly Automotive Inc	$20.7M	0.54%	0.03%	+0.4%	Q1 2019
NVDANvidia Corp	$20.4M	0.53%	0.00%	+13.5%	Q2 2015
PFEPfizer Inc	$20.4M	0.53%	0.01%	-4.9%	Q4 2013
GOOGAlphabet Inc.	$17.6M	0.46%	Not reported	+22.7%	Q4 2015
AMTAmerican Tower Corp	$17.2M	0.45%	0.02%	-7.9%	Q3 2018
SPYSPDR S&P 500 ETF Trust	$16.2M	0.42%	Not reported	-7.0%	Q3 2013
ZTSZoetis Inc.	$13.1M	0.34%	0.02%	-23.4%	Q1 2018
QQQInvesco QQQ Trust, Series 1	$12.9M	0.34%	Not reported	+11.5%	Q2 2018
AVGOBroadcom Inc.	$12.1M	0.32%	0.00%	+37.4%	Q2 2018
TSLATesla, Inc.	$10.4M	0.27%	0.00%	-0.2%	Q2 2015
SNPSSynopsys Inc	$8.71M	0.23%	0.01%	-30.2%	Q3 2018
METAMeta Platforms, Inc.	$8.55M	0.22%	Not reported	+75.6%	Q2 2015
LMTLockheed Martin Corp	$8.32M	0.22%	0.01%	-0.7%	Q4 2013
PGPROCTER & GAMBLE Co	$8.01M	0.21%	0.00%	+2.5%	Q2 2013
ULUnilever PLC	$8M	0.21%	0.01%	+3.1%	Q1 2015
KOCoca Cola Co	$7.03M	0.18%	0.00%	+0.7%	Q3 2014
SUSASouthern USA Resources Inc.	$6.18M	0.16%	Not reported	+1.7%	Q4 2013
PEPPepsico Inc	$5.63M	0.15%	0.00%	-0.4%	Q3 2014

Q3 2025Reported Nov 14, 2025152 positions
AAPLApple Inc.	$222M	6.12%	0.01%	+3.4%	Q2 2013
MSFTMicrosoft Corp	$91.4M	2.52%	0.00%	+0.4%	Q2 2013
GOOGLAlphabet Inc.	$77.8M	2.14%	0.00%	-1.6%	Q4 2015
AMZNAmazon Com Inc	$68.4M	1.88%	0.00%	-1.1%	Q2 2015
JPMJPMorgan Chase & Co	$68M	1.87%	0.01%	+0.3%	Q2 2015
COSTCostco Wholesale Corp	$66.3M	1.82%	0.02%	+0.2%	Q2 2013
VVisa Inc.	$60.1M	1.66%	0.01%	+0.3%	Q2 2013
MAMastercard Inc	$58.1M	1.60%	0.01%	+0.4%	Q2 2013
JNJJohnson & Johnson	$53.7M	1.48%	0.01%	+1.4%	Q2 2013
BRK.BBerkshire Hathaway Inc	$52.2M	1.44%	Not reported	+39.0%	Q2 2013
LLYELI LILLY & Co	$43.8M	1.21%	0.01%	+14.0%	Q2 2015
CLColgate Palmolive Co	$42.2M	1.16%	0.07%	+3.2%	Q2 2015
DHRDanaher Corp	$37.8M	1.04%	0.03%	+4.2%	Q2 2015
TJXTJX Companies Inc	$36.9M	1.01%	0.02%	-1.1%	Q2 2015
AXPAmerican Express Co	$35.4M	0.98%	0.02%	-0.9%	Q2 2015
DISWalt Disney Co	$32.7M	0.90%	0.02%	-1.2%	Q2 2013
ABTAbbott Laboratories	$32.5M	0.89%	0.01%	+0.7%	Q2 2013
BXBlackstone Inc.	$31.6M	0.87%	0.02%	-1.1%	Q3 2018
WMTWalmart Inc.	$30.8M	0.85%	0.00%	-2.3%	Q2 2015
QCOMQualcomm Inc	$30.6M	0.84%	0.02%	+3.4%	Q2 2013
ADIAnalog Devices Inc	$30.3M	0.83%	0.03%	-0.2%	Q1 2018
WMWaste Management Inc	$29.7M	0.82%	0.03%	+0.8%	Q4 2016
ASMLAsml Holding NV	$28.9M	0.80%	0.01%	+1.7%	Q4 2018
ICEIntercontinental Exchange, Inc.	$27.8M	0.77%	0.03%	-0.1%	Q1 2018
ECLEcolab Inc.	$27.5M	0.76%	0.04%	-0.8%	Q1 2018
COFCapital One Financial Corp	$27M	0.74%	0.02%	-4.0%	Q2 2015
AFLAflac Inc	$26.2M	0.72%	0.04%	+0.9%	Q2 2013
SYKStryker Corp	$25.8M	0.71%	0.02%	+0.7%	Q2 2013
ORLYO Reilly Automotive Inc	$24.4M	0.67%	0.03%	+1.1%	Q1 2019
MCDMcdonalds Corp	$24.1M	0.66%	0.01%	-1.2%	Q2 2013
VZVerizon Communications Inc	$23.6M	0.65%	0.01%	+3.0%	Q2 2013
PFEPfizer Inc	$21.9M	0.60%	0.02%	+4.9%	Q4 2013
AMTAmerican Tower Corp	$20.5M	0.56%	0.02%	+1.6%	Q3 2018
ZTSZoetis Inc.	$19.8M	0.55%	0.03%	+2.9%	Q1 2018
TMOThermo Fisher Scientific Inc.	$19.1M	0.53%	0.01%	-1.6%	Q1 2018
ROSTRoss Stores, Inc.	$18.1M	0.50%	0.04%	+2.3%	Q3 2016
NVDANvidia Corp	$18M	0.50%	0.00%	-5.3%	Q2 2015
ISRGIntuitive Surgical Inc	$17.7M	0.49%	0.01%	+50.3%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$17M	0.47%	Not reported	+8.8%	Q3 2013
SNPSSynopsys Inc	$13.1M	0.36%	0.01%	Not reported	Q3 2018
QQQInvesco QQQ Trust, Series 1	$11.3M	0.31%	Not reported	+6.1%	Q2 2018
GOOGAlphabet Inc.	$11.1M	0.31%	Not reported	+40.4%	Q4 2015
TSLATesla, Inc.	$10.3M	0.28%	0.00%	+0.2%	Q2 2015
LMTLockheed Martin Corp	$8.65M	0.24%	0.01%	+2.1%	Q4 2013
AVGOBroadcom Inc.	$8.41M	0.23%	0.00%	+2.1%	Q2 2018
PGPROCTER & GAMBLE Co	$8.38M	0.23%	0.00%	+1.8%	Q2 2013
ULUnilever PLC	$7.93M	0.22%	0.01%	-0.9%	Q1 2015
KOCoca Cola Co	$6.63M	0.18%	0.00%	-0.4%	Q3 2014
KMBKimberly Clark Corp	$6.31M	0.17%	0.02%	-0.1%	Q2 2013
SUSASouthern USA Resources Inc.	$5.92M	0.16%	Not reported	+39.6%	Q4 2013

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