Destination Wealth Management
•CIK: 1278573•Filing: Q4 2025
**Destination Wealth Management** manages $2.9B across a diversified portfolio of 288 positions. The fund exhibits significant allocations to fixed income and broad market indices, notably holding $159.2M in AGG and $101.0M in IJR. Further concentration is visible in sector-specific and international exposure, including $91.0M in SDY and $86.5M in IEMG. This structure suggests a core mandate focused on capital preservation and broad market capture.
Total AUM
$2.9B
+ $463.5K in options
QoQ Performance
+0.3%
Positions
176
+ 19 options
Top 10 Concentration
31.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AGG
AGG5.4%
IJR3.4%
SDY3.1%
IEMG2.9%
LQDH2.8%
STIP2.8%
IGM2.7%
PYLD2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.8%
Healthcare6.9%
Consumer6.3%
Financial3.3%
ETF2.9%
Technology2.2%
Communication1.1%
Materials0.9%
🚪 Exited Positionssold since Q3 2025
+76 more exited positions
Changes from Q3 2025
NEW17 new positions
↑103 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023