DOSSIER · 13F-HR · Q1 2026
Destination Wealth Management
$3.9B in tracked AUM across 342 positions as of Q1 2026.
DW
CIK 0001278573 · last filed Mar 31, 2026
AI Analysis · Q1 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.
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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