Destination Wealth Management

Destination Wealth Management reported 354 holdings worth US$4.28B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Destination Wealth Management reported 354 holdings worth US$4.28B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
354
Value as reported
US$4.28B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc846KUS$245M5.7%
Alphabet Inc (google) Class C359KUS$128M3.0%
Amazon.com, Inc.336KUS$80M1.9%
Microsoft Corp.204KUS$76.1M1.8%
Johnson & Johnson280KUS$71.2M1.7%
Costco Wholesale Corporation75,375US$70.5M1.6%
Jp Morgan Chase & Co.215KUS$70.3M1.6%
Eli Lilly And Company56,810US$68.1M1.6%
Visa Inc.187KUS$64M1.5%
Berkshire Hathaway Inc.118KUS$58.9M1.4%
Mastercard Incorporated109KUS$55.8M1.3%
Asml Holding Nv26,682US$53.1M1.2%
Colgate-palmolive Company564KUS$51.7M1.2%
Analog Devices, Inc.114KUS$45.4M1.1%
Tjx Companies, Inc. (the)247KUS$37.5M0.87%
American Express Company106KUS$35.7M0.83%
Qualcomm Incorporated193KUS$35.7M0.83%
Walmart Inc.293KUS$33.2M0.78%
Waste Management, Inc.137KUS$30.6M0.72%
Ecolab Inc.103KUS$28.7M0.67%
Aflac Incorporated236KUS$27.7M0.65%
Walt Disney Company (the)275KUS$26.4M0.62%
Abbott Laboratories280KUS$25.4M0.59%
Blackstone Inc.208KUS$24.5M0.57%
Nvidia Corporation122KUS$24.4M0.57%
Mcdonald's Corporation88,884US$24M0.56%
Ross Stores, Inc.112KUS$23.9M0.56%
Verizon Communications Inc.562KUS$23.8M0.56%
Pfizer, Inc.976KUS$23.5M0.55%
Capital One Financial Corporation116KUS$23.3M0.54%
Stryker Corporation72,165US$22.7M0.53%
Thermo Fisher Scientific Inc43,630US$21.9M0.51%
O'reilly Automotive, Inc.236KUS$21.7M0.51%
Intercontinental Exchange Inc.171KUS$21M0.49%
American Tower Corporation (reit)117KUS$19.1M0.45%
Intuitive Surgical, Inc.47,004US$18.7M0.44%
Broadcom Inc.39,167US$14.8M0.35%
Tesla, Inc.22,924US$9.64M0.23%
Lockheed Martin Corporation17,585US$8.96M0.21%
Procter & Gamble Company (the)60,898US$8.93M0.21%
Coca-cola Company (the)105KUS$8.51M0.20%
Meta Platforms, Inc.14,675US$8.27M0.19%
Unilever Plc135KUS$8.09M0.19%
Synopsys, Inc.17,868US$7.97M0.19%
Advanced Micro Devices Inc13,609US$7.91M0.18%
Applied Materials, Inc.9,654US$6.98M0.16%
Kimberly-clark Corporation59,556US$6.54M0.15%
Chevron Corporation36,466US$6.04M0.14%
Lam Research Corporation13,692US$5.93M0.14%
Pepsico, Inc.41,294US$5.59M0.13%
Exxon Mobil Corporation30,704US$4.2M0.10%
Charles Schwab Corporation (the)41,976US$3.87M0.09%
Arista Networks, Inc.18,673US$3.17M0.07%
Palantir Technologies Inc.24,785US$2.89M0.07%
United Parcel Service, Inc.25,651US$2.76M0.06%
Intel Corporation19,421US$2.71M0.06%
Abbvie Inc.10,699US$2.69M0.06%
Cisco Systems, Inc.22,344US$2.62M0.06%
Cintas Corporation14,174US$2.41M0.06%
Axos Financial, Inc.24,400US$2.38M0.06%
International Business Machines Corporation7,869US$2.21M0.05%
Corning Incorporated8,522US$2.18M0.05%
Netflix, Inc.30,289US$2.16M0.05%
Westamerica Bancorporation36,168US$2.12M0.05%
Roblox Corporation37,283US$2.03M0.05%
Oracle Corporation13,507US$1.98M0.05%
Sandisk Corporation860US$1.96M0.05%
Novo Nordisk A/s Class B39,942US$1.91M0.04%
Danaher Corporation9,982US$1.9M0.04%
Home Depot, Inc. (the)4,907US$1.73M0.04%
Goldman Sachs Group, Inc. (the)1,637US$1.66M0.04%
Caterpillar, Inc.1,529US$1.63M0.04%
Morgan Stanley7,291US$1.52M0.04%
Mercadolibre, Inc.896US$1.52M0.04%
Zoetis Inc.20,922US$1.5M0.04%
Blackrock, Inc.1,353US$1.3M0.03%
Rtx Corporation6,185US$1.17M0.03%
Nextera Energy, Inc.13,156US$1.15M0.03%
Bank Of America Corporation20,255US$1.15M0.03%
Community West Bancshares42,723US$1.15M0.03%
Starbucks Corporation9,996US$1.02M0.02%
Kla Corporation3,270US$987K0.02%
Ge Aerospace2,509US$938K0.02%
Western Digital Corporation1,437US$918K0.02%
Wells Fargo & Company11,103US$918K0.02%
Cummins Inc.1,280US$913K0.02%
Taiwan Semiconductor Manufacturing Co., Ltd.1,897US$906K0.02%
Boeing Company (the)4,087US$885K0.02%
Marathon Petroleum Corporation3,290US$841K0.02%
Illinois Tool Works Inc.3,095US$837K0.02%
Jacobs Solutions Inc.6,447US$812K0.02%
Hewlett Packard Enterprise Company17,780US$802K0.02%
Vertex Pharmaceuticals Incorporated1,590US$790K0.02%
Merck & Company, Inc.6,119US$786K0.02%
Manhattan Associates, Inc.5,408US$753K0.02%
Shopify Inc.6,346US$725K0.02%
Ge Vernova Inc.591US$694K0.02%
Iron Mountain Incorporated (delaware)5,473US$691K0.02%
Southern Company (the)7,101US$680K0.02%
Copart, Inc.23,476US$662K0.02%

Every holding of Destination Wealth Management

Source

View original at SEC

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