Destination Wealth Management ETF holdings
Walnut Creek, CA
Reported $2.3B in 150 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.3B
ETFs held
150
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
54.7%
of $4.3B
Top 10 of 150 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | $175.8M | 1,776,193 | +90,616 shares |
| IJR | iShares Core S&P Small-Cap ETF | $136.5M | 920,516 | +82,478 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $119.4M | 1,548,248 | +490,090 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $113.3M | 4,271,419 | +1,081,592 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $113.0M | 1,364,036 | −45,548 shares |
| IGM | iShares Expanded Tech Sector ETF | $98.6M | 603,056 | −17,598 shares |
| SDY | State Street SPDR S&P Dividend ETF | $96.6M | 635,081 | +5,656 shares |
| LQDH | iShares Interest Rate Hedged Corporate Bond ETF | $90.1M | 967,931 | +38,286 shares |
| TLH | iShares 10-20 Year Treasury Bond ETF | $89.4M | 891,126 | +28,305 shares |
| STIP | iShares 0-5 Year TIPS Bond ETF | $86.5M | 846,480 | +20,812 shares |
140 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001278573. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Destination Wealth Management own?
Destination Wealth Management reported 150 ETF positions worth $2.3B in its Form 13F for June 30, 2026. The largest was AGG, at $175.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.