Destination Wealth Management

CIK

1278573

Location

WALNUT CREEK, CA

Portfolio Value

Mid $1,803,008,426

Diversification

Diversified

Filing Date

Global Rank

#1,050 / 8,232 ▲ 76

Top Industry

Consumer Electronics 12.3%

3Y Alpha vs SPY

-4.3%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.0%

SPY

+76.3%

Annualised alpha

-4.3%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

163 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.1%

−0.6 pts

Top 5

29.0%

−1.6 pts

Top 10

45.3%

−1.8 pts

HHI

350

Diversified−21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.9%	$466,635,814	37
Financial Services	20.7%	$373,469,742	30
Healthcare	14.5%	$262,286,694	26
Consumer Cyclical	10.9%	$196,595,941	12
Consumer Defensive	10.8%	$194,586,879	10
Communication Services	8.6%	$154,842,201	9
Industrials	3.1%	$55,724,234	18
Unclassified	1.8%	$32,122,785	5
Basic Materials	1.5%	$27,484,630	2
Real Estate	1.2%	$20,813,440	4
Energy	0.8%	$14,859,173	4
Utilities	0.2%	$3,586,893	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+125,344	943,250	$26,486,460
SCHW	Schwab Charles Corp	+31,263	44,815	$4,211,713
CL	Colgate Palmolive Co	+18,124	553,406	$47,166,793
NVDA	Nvidia Corp	+17,640	127,830	$22,293,552
PLTR	Palantir Technologies Inc.	+15,203	44,642	$6,530,231
AMT	American Tower Corp /Ma/	+15,199	113,264	$19,547,101
VZ	Verizon Communications Inc	+14,135	552,366	$27,728,773
BX	Blackstone Inc.	+12,206	199,657	$22,958,558
ABT	Abbott Laboratories	+11,877	257,094	$26,395,840
KMB	Kimberly Clark Corp	+11,332	56,555	$5,455,860
LRCX	Lam Research Corp	+9,936	13,511	$2,886,760
MSFT	Microsoft Corp	+9,846	198,797	$73,588,685
MUC	Blackrock Muniholdings California Quality Fund, Inc.	+8,600	53,465	$556,036
BAC	Bank Of America Corp /De/	+8,119	20,635	$1,005,956
QCOM	Qualcomm Inc/De	+7,191	190,449	$24,526,022
WFC	Wells Fargo & Company/Mn	+6,402	11,113	$884,705
V	Visa Inc.	+6,088	184,744	$55,837,026
QQQ	Invesco Qqq Trust, Series 1	+5,439	26,563	$15,331,632
T	At&T Inc.	+4,827	22,129	$641,519
J	Jacobs Solutions Inc.	+4,355	6,447	$820,574
AMZN	Amazon Com Inc	+4,043	327,799	$68,270,697
ABBV	AbbVie Inc.	+3,146	5,478	$1,191,410
UL	Unilever PLC	+3,090	125,462	$7,147,570
JPM	Jpmorgan Chase & Co	+2,897	215,812	$63,483,257
ISRG	Intuitive Surgical Inc	+2,690	44,722	$20,616,394
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−8,578	303,936	$87,399,836
DHR	Danaher Corp /De/	−6,596	14,685	$2,784,276
JNJ	Johnson & Johnson	−6,452	282,650	$69,090,966
AAPL	Apple Inc.	−5,837	860,480	$218,381,219
CSCO	Cisco Systems, Inc.	−5,524	21,822	$1,693,168
ADI	Analog Devices Inc	−4,622	122,627	$39,012,553
FTV	Fortive Corp	−4,376	5,718	$316,091
WMT	Walmart Inc.	−3,860	297,503	$36,973,672
ZTS	Zoetis Inc.	−3,581	100,293	$11,855,635
DIS	Walt Disney Co	−2,788	279,068	$26,896,573
TJX	Tjx Companies Inc /De/	−2,705	249,792	$39,891,782
COF	Capital One Financial Corp	−2,661	118,700	$21,654,441
CTAS	Cintas Corp	−2,431	16,958	$2,868,276
AVGO	Broadcom Inc.	−2,397	37,329	$11,553,698
ROST	Ross Stores, Inc.	−1,640	115,851	$25,096,802
ASML	Asml Holding NV	−1,503	28,124	$37,147,022
CRM	Salesforce, Inc.	−883	1,493	$278,698
MCK	Mckesson Corp	−623	272	$235,377
SNPS	Synopsys Inc	−511	18,040	$7,152,499
DIA	Spdr Dow Jones Industrial Average ETF Trust	−500	1,127	$522,015
TT	Trane Technologies plc	−495	774	$322,556
PZZA	Papa Johns International Inc	−439	8,400	$272,244
ADBE	Adobe Inc.	−342	1,423	$345,902
KO	Coca Cola Co	−335	102,292	$7,779,306
MICC	Magnum Ice Cream Co N.V.	−316	26,819	$400,944
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
CPRT	Copart Inc	22,676	$752,843
ITW	Illinois Tool Works Inc	2,744	$714,235
GEV	GE Vernova Inc.	563	$491,442
GD	General Dynamics Corp	890	$305,465
UBER	Uber Technologies, Inc	3,503	$251,970
ITT	Itt Inc.	1,252	$238,543
MAIN	Main Street Capital CORP	4,494	$238,002
COHR	Coherent Corp.	900	$214,389
SRE	Sempra	2,125	$206,486
SNAP	Snap Inc	25,264	$116,214
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
YUM	Yum Brands Inc	2,525	$381,982
NTES	NetEase, Inc.	2,397	$329,875
OTEX	Open Text Corp	8,300	$270,414
APH	Amphenol Corp /De/	1,974	$266,766
RDDT	Reddit, Inc.	1,000	$229,870
ELV	Elevance Health, Inc.	614	$215,237
MDGL	Madrigal Pharmaceuticals, Inc.	350	$203,819
PIPR	Piper Sandler Companies	1,502	$127,561
CRF	Cornerstone Total Return Fund Inc	10,000	$80,100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

163 positions · $1,803,008,426 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 163 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	860,480	-5,837	$218,381,219	−7.3%	12.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	303,936	-8,578	$87,399,836	−10.6%	4.85%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	74,773	+834	$74,506,060	+16.9%	4.13%
MSFT	Microsoft Corp Technology	Added	198,797	+9,846	$73,588,685	−19.5%	4.08%
JNJ	Johnson & Johnson Healthcare	Reduced	282,650	-6,452	$69,090,966	+15.5%	3.83%
AMZN	Amazon Com Inc Consumer Cyclical	Added	327,799	+4,043	$68,270,697	−8.6%	3.79%
JPM	Jpmorgan Chase & Co Financial Services	Added	215,812	+2,897	$63,483,257	−7.5%	3.52%
V	Visa Inc. Financial Services	Added	184,744	+6,088	$55,837,026	−10.9%	3.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	112,112	+2,611	$53,724,070	−2.4%	2.98%
MA	Mastercard Inc Financial Services	Added	105,871	+2,209	$52,899,503	−10.6%	2.93%
LLY	ELI LILLY & Co Healthcare	Added	56,684	+2	$52,136,242	−14.4%	2.89%
CL	Colgate Palmolive Co Consumer Defensive	Added	553,406	+18,124	$47,166,793	+11.5%	2.62%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	249,792	-2,705	$39,891,782	+2.9%	2.21%
ADI	Analog Devices Inc Technology	Reduced	122,627	-4,622	$39,012,553	+13.0%	2.16%
ASML	Asml Holding NV Technology	Reduced	28,124	-1,503	$37,147,022	+17.2%	2.06%
WMT	Walmart Inc. Consumer Defensive	Reduced	297,503	-3,860	$36,973,672	+10.1%	2.05%
AXP	American Express Co Financial Services	Added	105,338	+661	$31,862,638	−17.7%	1.77%
WM	Waste Management Inc Industrials	Added	135,862	+391	$31,219,728	+4.9%	1.73%
VZ	Verizon Communications Inc Communication Services	Added	552,366	+14,135	$27,728,773	+26.5%	1.54%
ECL	Ecolab Inc. Basic Materials	Added	102,043	+635	$27,145,478	+2.0%	1.51%
DIS	Walt Disney Co Communication Services	Reduced	279,068	-2,788	$26,896,573	−16.1%	1.49%
MCD	Mcdonalds Corp Consumer Cyclical	Added	85,784	+2,406	$26,660,809	+4.6%	1.48%
PFE	Pfizer Inc Healthcare	Added	943,250	+125,344	$26,486,460	+30.1%	1.47%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	167,853	+2,360	$26,399,919	−1.5%	1.46%
ABT	Abbott Laboratories Healthcare	Added	257,094	+11,877	$26,395,840	−14.1%	1.46%
AFL	Aflac Inc Financial Services	Added	236,684	+1,983	$25,966,601	+0.3%	1.44%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	115,851	-1,640	$25,096,802	+18.6%	1.39%
QCOM	Qualcomm Inc/De Technology	Added	190,449	+7,191	$24,526,022	−21.8%	1.36%
SYK	Stryker Corp Healthcare	Added	70,976	+1,387	$23,322,003	−4.6%	1.29%
BX	Blackstone Inc. Financial Services	Added	199,657	+12,206	$22,958,558	−20.5%	1.27%
NVDA	Nvidia Corp Technology	Added	127,830	+17,640	$22,293,552	+8.5%	1.24%
COF	Capital One Financial Corp Financial Services	Reduced	118,700	-2,661	$21,654,441	−26.4%	1.20%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	230,211	+2,100	$21,250,777	+2.1%	1.18%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	42,389	+2,067	$20,835,465	−10.8%	1.16%
ISRG	Intuitive Surgical Inc Healthcare	Added	44,722	+2,690	$20,616,394	−13.4%	1.14%
AMT	American Tower Corp /Ma/ Real Estate	Added	113,264	+15,199	$19,547,101	+13.5%	1.08%
SPY	Spdr S&P 500 ETF Trust	Reduced	23,789	-259	$15,470,938	−5.7%	0.86%
QQQ	Invesco Qqq Trust, Series 1	Added	26,563	+5,439	$15,331,632	+18.1%	0.85%
ZTS	Zoetis Inc. Healthcare	Reduced	100,293	-3,581	$11,855,635	−9.3%	0.66%
AVGO	Broadcom Inc. Technology	Reduced	37,329	-2,397	$11,553,698	−16.0%	0.64%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	29,201	-91	$10,855,471	−17.6%	0.60%
LMT	Lockheed Martin Corp Industrials	Added	17,233	+23	$10,415,452	+25.1%	0.58%
META	Meta Platforms, Inc. Communication Services	Added	14,681	+1,635	$8,399,440	−2.5%	0.47%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	58,062	+2,155	$8,386,475	+4.7%	0.47%
KO	Coca Cola Co Consumer Defensive	Reduced	102,292	-335	$7,779,306	+8.4%	0.43%
CVX	Chevron Corp Energy	Added	35,776	+1,015	$7,402,054	+39.7%	0.41%
SNPS	Synopsys Inc Technology	Reduced	18,040	-511	$7,152,499	−17.9%	0.40%
UL	Unilever PLC Consumer Defensive	Added	125,462	+3,090	$7,147,570	−10.7%	0.40%
PLTR	Palantir Technologies Inc. Technology	Added	44,642	+15,203	$6,530,231	+24.8%	0.36%
PEP	Pepsico Inc Consumer Defensive	Reduced	40,147	-53	$6,234,427	+8.1%	0.35%