Institutional filer · SEC 13F · Q3 2024
Destination Wealth Management
The reported 13F portfolio of Destination Wealth Management (CIK 1278573) - top holdings, how concentrated the book is, and what changed last quarter.
- $2.7B
- Reported book
- 220
- Positions
- #36
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Destination Wealth Management ranks #36 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2024 the reported book is $2.7B across 220 positions, a broadly diversified portfolio.
- $2.7B
- reported 13F value
- 220
- disclosed positions
- 5.0%
- in ISHARES TR
- #36
- of 360 filers
Top-5 share 17.8% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Destination Wealth Management ranks #36 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Destination Wealth Management sits by disclosed position count
Destination Wealth Management reports 220 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Destination Wealth Management vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
220 107th of 360 higher than 253 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Destination Wealth Management reports $2.72B across 220 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1278573 · Q3 2024 $2.7B book
BOOK-HEAVY · POS-MID · CONC-BROAD · LEAD-MIX · NEAR-PEER · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #36/360
- POS-MID 220 names
- CONC-BROAD 18% top-5
- LEAD-MIX 5.0% top
- NEAR-PEER World Investment ,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2024
Photo-finish peer on reported book: World Investment Advisors, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Destination Wealth Management
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$2.7B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ISHARES TR | $136.0M | 5.0% |
| 2 | SPDR SER TR | $99.5M | 3.7% |
| 3 | ISHARES TR | $92.3M | 3.4% |
| 4 | ISHARES TR | $81.5M | 3.0% |
| 5 | ISHARES TR | $74.1M | 2.7% |
| 6 | ISHARES U S ETF TR | $72.5M | 2.7% |
| 7 | ISHARES TR | $72.0M | 2.6% |
| 8 | ISHARES TR | $71.8M | 2.6% |
| 9 | ISHARES INC | $71.1M | 2.6% |
| 10 | ISHARES TR | $64.9M | 2.4% |
| 11 | ISHARES TR | $64.2M | 2.4% |
| 12 | ISHARES TR | $62.7M | 2.3% |
| 13 | MICROSOFT CORP | $60.9M | 2.2% |
| 14 | VANGUARD INDEX FDS | $60.2M | 2.2% |
| 15 | MASTERCARD INCORPORATED | $53.2M | 2.0% |
| 16 | COLGATE PALMOLIVE CO | $51.8M | 1.9% |
| 17 | VISA INC | $51.4M | 1.9% |
| 18 | SCHWAB STRATEGIC TR | $50.2M | 1.9% |
| 19 | SPDR SER TR | $48.5M | 1.8% |
| 20 | DANAHER CORPORATION | $44.3M | 1.6% |
| 21 | JOHNSON & JOHNSON | $43.5M | 1.6% |
| 22 | ISHARES TR | $41.2M | 1.5% |
| 23 | ISHARES TR | $36.1M | 1.3% |
| 24 | BERKSHIRE HATHAWAY INC DEL | $35.4M | 1.3% |
| 25 | AMERICAN EXPRESS CO | $32.4M | 1.2% |
Latest Quarter Trades · Q3 2024
New positions (200)
Frequently Asked Questions
- How big is Destination Wealth Management's 13F portfolio?
- Destination Wealth Management reports $2.7B of long US-equity positions across 220 securities as of Q3 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Destination Wealth Management sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Destination Wealth Management ranks #36 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Destination Wealth Management's largest position?
- Destination Wealth Management's largest reported position is ISHARES TR at $136.0M, about 5.0% of its reported book as of Q3 2024.
- What did Destination Wealth Management trade last quarter?
- In its Q3 2024 filing, Destination Wealth Management opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Destination Wealth Management: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($2.7B here).
Similar holding count
Nearest filers by number of disclosed positions (220 here).
Using this filing
- The rankings sort every tracked filer the same way Destination Wealth Management was placed above, so you can see exactly how the rest of the field compares. View the rankings
- World Investment Advisors, LLC reported the nearest book value ($2.6B) this quarter, a useful scale comparison for Destination Wealth Management. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.