Destination Wealth Management - Portfolio overview

Destination Wealth Management has 316 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.65%
2. AGG - ISHARES TR, 4.34%
3. IJR - ISHARES TR, 2.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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