13F Insight
DOSSIER · 13F-HR · Q2 2026

Destination Wealth Management

$4.3B in tracked AUM across 354 positions as of Q2 2026.

DW
CIK 0001278573 · last filed Jun 30, 2026
Total AUM
$4.3B
as of Q2 2026
Holdings
354
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

About 183,258 Qualcomm shares—$31.3 million of prior value—leave Destination Wealth Management's Q1 2026 book in one stroke, the largest single disposal in a $3.85 billion multi-asset portfolio. Capital One, Blackstone, and Aflac exit alongside it (~$29.4M, $28.9M, and $25.9M prior), while iShares MSCI EAFE takes the other side of the ledger: shares up about 57% with roughly $23.2 million of share-flow buying, and a new Vanguard FTSE All-World ex-US line opens at $29.4 million. U.S. stock-picker risk out; packaged international beta in.

About 183,258 Qualcomm shares—$31.3 million at the prior quarter's mark—are no longer in Destination Wealth Management's book. That single disposal is the quarter's largest capital event inside a $3.85 billion, 342-name multi-asset platform that otherwise barely moved in total size ($3.82 billion prior). Capital One (~$29.4 million prior), Blackstone (~$28.9 million), and Aflac (~$25.9 million) leave with Qualcomm, recycling roughly $115 million of prior single-stock value.

The buy that answers the sells
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$245M847K5.7%02
AGG
ISHARES TR
$176M1.8M4.1%03
IJR
ISHARES TR
$137M921K3.2%04
IJH
ISHARES TR
$119M1.5M2.8%05
PYLD
PIMCO ETF TR
$113M4.3M2.6%06
IEMG
ISHARES INC
$113M1.4M2.6%07
GOOGL
ALPHABET INC
$104M290K2.4%08
IGM
ISHARES TR
$99M603K2.3%09
SDY
SPDR SERIES TRUST
$97M635K2.3%10
LQDH
ISHARES U S ETF TR
$90M968K2.1%

Filing history

2026Q2Jun 30
$4.3B▲ 11.2%
354 positionsView →2026Q1Mar 31
$3.9B▲ 0.7%
342 positionsView →2025Q4Dec 31
$3.8B▲ 5.3%
365 positionsView →2025Q3Sep 30
$3.6B▲ 6.5%
316 positionsView →2025Q2Jun 30
$3.4B▲ 7.5%
287 positionsLocked2025Q1Mar 31
$3.2B▼ 0.7%
260 positionsLocked2024Q4Dec 31
$3.2B▼ 0.9%
250 positionsLocked2024Q3Sep 30
$3.2B▲ 6.6%
239 positionsLocked2024Q2Jun 30
$3.0B▲ 0.6%
219 positionsLocked2024Q1Mar 31
$3.0B▲ 4.3%
226 positionsLocked2023Q4Dec 31
$2.9B▲ 12.2%
220 positionsLocked2023Q3Sep 30
$2.6B▼ 4.1%
212 positionsLocked
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