Destination Wealth Management Portfolio Holdings
Destination Wealth Management
- $3.51 Billion
- Q3 2025
Destination Wealth Management has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.51 Billion distributed in 316 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $222M, Ishares Core U.S. Aggregate Bo with a value of $154M, Ishares Core S&P Sm Cap ETF with a value of $99.4M, Spdr Series Tr Spdr S&P Divide with a value of $97.8M, and Microsoft Corp with a value of $91.4M.
Examining the 13F form we can see an increase of $213M in the current position value, from $3.3B to 3.51B.
Below you can find more details about Destination Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$3.51 Billion
ETFs: $1.75 Billion
Technology: $463 Million
Financial Services: $397 Million
Healthcare: $279 Million
Consumer Cyclical: $188 Million
Consumer Defensive: $174 Million
Communication Services: $155 Million
Industrials: $48 Million
Other: $61.4 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 316
- Current Value $3.51 Billion
- Prior Value $3.3 Billion
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 26 stocks
- Additional Purchases 134 stocks
- Sold out of 0 stocks
- Reduced holdings in 88 stocks