1y return+13.7%S&P 500 +20.9%
3y return+38.0%S&P 500 +68.5%
5y return+32.3%S&P 500 +74.5%
10y return+119.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $220 against $357 in the S&P 500.2
Destination Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $244.8M | 5.7% | −1.3% |
| AGGIshares Tr | $175.8M | 4.1% | +5.4% |
| IJRIshares Tr | $136.5M | 3.2% | +9.8% |
| IJHIshares Tr | $119.4M | 2.8% | +46.3% |
| PYLDPimco Etf Tr | $113.3M | 2.6% | +33.9% |
| IEMGIshares Inc | $113.0M | 2.6% | −3.2% |
| GOOGLAlphabet Inc | $103.5M | 2.4% | −4.2% |
| IGMIshares Tr | $98.6M | 2.3% | −2.8% |
| SDYSpdr Series Trust | $96.6M | 2.3% | |
| LQDHIshares U S Etf Tr | $90.1M | 2.1% | +4.1% |
| TLHIshares Tr | $89.4M | 2.1% | +3.3% |
| STIPIshares Tr | $86.5M | 2.0% | +2.5% |
| IGSBIshares Tr | $83.6M | 2.0% | +2.9% |
| IVVIshares Tr | $81.3M | 1.9% | +2.0% |
| AMZNAmazon Com Inc | $80.0M | 1.9% | +2.5% |
| BAIBlackrock Etf Trust | $77.2M | 1.8% | |
| MSFTMicrosoft Corp | $76.1M | 1.8% | +3.1% |
| JNJJohnson & Johnson | $71.2M | 1.7% | |
| VUGVanguard Index Fds | $70.6M | 1.6% | |
| COSTCostco Wholesale Corporation | $70.5M | 1.6% | |
| JPMJpmorgan Chase & Co | $70.3M | 1.6% | |
| EFAIshares Tr | $69.9M | 1.6% | +2.4% |
| IDUIshares Tr | $69.3M | 1.6% | |
| LLYEli Lilly & Co | $68.1M | 1.6% | |
| VVisa Inc | $64.0M | 1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LLYEli Lilly & Co | March 31, 2021 | +542.0% | $68.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $103.5M |
| IGMIshares Tr | June 30, 2020 | +251.6% | $98.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $70.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $244.8M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $70.5M |
| TJXTjx Cos Inc New | June 30, 2020 | +199.6% | $37.5M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $57.4M |
| AXPAmerican Express Co | December 31, 2020 | +179.7% | $35.7M |
| Asml Hldg NvCUSIP N07059210 | September 30, 2021 | +167.0% | $53.1M |
Sold off last quarter
- UBFOUnited Sec Bancshares Calif was $993K
- ADBEAdobe Inc was $346K
- Heritage Comm CorpCUSIP 426927109 was $308K
- CRMSalesforce Inc was $279K
- TIPIshares Tr was $260K
- UBERUber Technologies Inc was $252K
- Accenture PLC IrelandCUSIP G1151C101 was $224K
- VCITVanguard Scottsdale Fds was $205K
- SNAPSnap Inc was $116K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.5% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +4.4% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +5.5% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +4.2% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +5.3% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −13.0% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +6.9% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Destination Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1278573&type=13F-HR&dateb=&owner=include&count=40CIK 1278573
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1278573/000127857326000008/Filed August 14, 2026 · accession 0001278573-26-000008