Destination Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Nov 25, 2024
Value $
$3.23B
Signature - Title
Michael Yoshikami - CEO & Founder
Location
Walnut Creek, CA
Summary
This page shows a list of all the recent 13F filings made by Destination Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Destination Wealth Management reported 220 stock holdings with total value $3.23B as of Q3 2024. Top holdings included AAPL, AGG, SDY, IJR, and TLH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 220 $3.23B +$95.9M -$57.8M +$38.1M AAPL, AGG, SDY, IJR, TLH 13F-HR 11/25/2024, 01:12 PM
Q2 2024 199 $3.03B +$75.3M -$98.1M -$22.8M AAPL, AGG, SDY, IJR, TLH 13F-HR 7/24/2024, 07:06 PM
Q1 2024 205 $3.01B +$250M -$170M +$80.3M AAPL, AGG, SDY, IJR, TLH 13F-HR 5/14/2024, 05:15 PM
Q4 2023 197 $2.88B +$222M -$158M +$64.1M AAPL, SCHZ, AGG, SDY, IJR 13F-HR 2/13/2024, 06:37 PM
Q3 2023 191 $2.57B +$50.7M -$40.4M +$10.3M AAPL, AGG, SPSB, SDY, IJR 13F-HR 11/14/2023, 03:58 PM
Q2 2023 195 $2.68B +$39.5M -$107M -$67.9M AAPL, AGG, SPSB, SDY, IJR 13F-HR 8/11/2023, 02:58 PM
Q1 2023 204 $2.64B +$111M -$116M -$5M AAPL, SPSB, AGG, SDY, IJR 13F-HR 5/5/2023, 03:33 PM
Q4 2022 198 $2.51B +$163M -$152M +$10.6M SPSB, SCHZ, AAPL, AGG, SDY 13F-HR 2/10/2023, 07:21 PM
Q3 2022 186 $2.38B +$165M -$104M +$61.6M SPSB, AAPL, AGG, SDY, LQDH 13F-HR 11/10/2022, 06:54 PM
Q2 2022 192 $2.48B +$249M -$87M +$162M AAPL, AGG, SPSB, SDY, IJR 13F-HR 7/29/2022, 04:01 PM
Q1 2022 192 $2.7B +$193M -$148M +$45.3M AAPL, AGG, SDY, IJR, LQDH 13F-HR 5/11/2022, 08:18 PM
Q4 2021 198 $2.83B +$124M -$51.1M +$73M AGG, AAPL, SDY, IJR, STIP 13F-HR 2/3/2022, 07:07 PM
Q3 2021 172 $2.58B +$69.8M -$74.4M -$4.57M AGG, AAPL, SDY, IJR, STIP 13F-HR 10/25/2021, 05:14 PM
Q2 2021 180 $2.59B +$91.3M -$51.3M +$40M AGG, AAPL, SDY, IJR, IGM 13F-HR 8/13/2021, 05:05 PM
Q1 2021 176 $2.42B +$169M -$102M +$67.4M AGG, AAPL, SDY, IJR, IVV 13F-HR 5/5/2021, 04:03 PM
Q4 2020 161 $2.3B +$189M -$30.6M +$158M AGG, AAPL, SDY, IJR, IGM 13F-HR 2/10/2021, 08:12 PM
Q3 2020 142 $1.98B +$125M -$41.5M +$83.2M AGG, AAPL, SDY, IJR, STIP 13F-HR 11/12/2020, 04:18 PM
Q2 2020 144 $1.85B +$102M -$119M -$17.3M AGG, AAPL, SDY, IJR, IGM 13F-HR 8/14/2020, 02:26 PM
Q1 2020 160 $1.63B +$136M -$159M -$22.4M AGG, IVV, SDY, AAPL, STIP 13F-HR 5/12/2020, 07:11 PM
Q4 2019 157 $1.97B +$37.7M -$21.1M +$16.6M AGG, IVV, SDY, AAPL, VUG 13F-HR 2/12/2020, 03:46 PM
Q3 2019 140 $1.85B +$53.9M -$40.1M +$13.8M AGG, IVV, SDY, VUG, IJR 13F-HR 11/12/2019, 06:28 PM
Q2 2019 556 $1.82B +$36.5M -$57M -$20.5M AGG, IVV, SDY, VUG, IJR 13F-HR 7/19/2019, 02:37 PM
Q1 2019 672 $1.78B +$116M -$172M -$55.8M AGG, IVV, SDY, VUG, IJR 13F-HR 4/30/2019, 07:03 PM
Q4 2018 498 $1.66B +$165M -$110M +$55M SCHZ, IVV, AGG, SDY, VUG 13F-HR 2/5/2019, 03:55 PM
Q3 2018 684 $1.8B +$89.6M -$27.4M +$62.2M IVV, AGG, SDY, VUG, AAPL 13F-HR 11/7/2018, 02:42 PM
Q2 2018 502 $1.67B +$148M -$177M -$29.6M IVV, AGG, SDY, VUG, IJR 13F-HR 7/31/2018, 01:03 PM
Q1 2018 572 $1.53B +$138M -$261M -$124M IVV, AGG, SDY, VUG, IJR 13F-HR 4/4/2018, 08:50 PM
Q4 2017 155 $1.65B +$84.7M -$46.1M +$38.6M IVV, AGG, SDY, VUG, IJR 13F-HR 2/9/2018, 05:28 PM
Q3 2017 149 $1.56B +$60.4M -$47M +$13.3M IVV, AGG, SDY, VUG, IJR 13F-HR 11/9/2017, 04:19 PM
Q2 2017 152 $1.5B +$90M -$71.3M +$18.7M IVV, AGG, SDY, VUG, IJR 13F-HR 8/10/2017, 08:04 PM
Q1 2017 157 $1.45B +$120M -$63.6M +$55.9M AGG, IVV, SDY, VUG, IJR 13F-HR 5/4/2017, 08:20 PM
Q4 2016 168 $1.36B +$92.5M -$36M +$56.5M AGG, IVV, SDY, IJR, VUG 13F-HR 2/1/2017, 11:57 AM
Q3 2016 159 $1.29B +$76.1M -$22.3M +$53.9M AGG, IVV, SDY, IJR, VUG 13F-HR 11/14/2016, 02:01 PM
Q2 2016 148 $1.21B +$361M -$236M +$125M AGG, IVV, SDY, IJR, VUG 13F-HR 7/25/2016, 04:34 PM
Q1 2016 127 $1.04B $0 $0 AGG, IJR, VOO, IVV, IGSB 13F-HR 4/20/2016, 09:45 AM
Q4 2015 127 $1.04B +$258M -$151M +$107M AGG, IJR, VOO, IVV, IGSB 13F-HR 1/25/2016, 10:51 AM
Q3 2015 113 $900M +$15.6M -$521M -$506M IJR, IGSB, SCHB, STPZ, SDY 13F-HR 10/30/2015, 01:00 PM
Q2 2015 253 $1.51B +$612M -$19M +$593M IJR, SCHB, IGSB, IJH, STPZ 13F-HR 10/1/2015, 05:54 PM
Q1 2015 104 $923M +$22.4M -$93.3M -$70.8M SCHB, IJR, IGSB, STPZ, SDY 13F-HR 4/14/2015, 01:38 PM
Q4 2014 116 $988M +$47.8M -$45.2M +$2.63M SCHB, IJR, IGSB, SDY, STPZ 13F-HR 1/14/2015, 04:10 PM
Q3 2014 133 $956M +$73.4M -$69.5M +$3.88M SCHB, IJR, IGSB, STPZ, SDY 13F-HR 10/21/2014, 01:12 PM
Q2 2014 132 $969M +$73.7M -$38.3M +$35.4M IGSB, IJR, SDY, STPZ, AAPL 13F-HR 7/21/2014, 12:37 PM
Q1 2014 124 $934M +$43.3M -$43.2M +$139K SCHB, IGSB, IJR, STPZ, SDY 13F-HR 4/11/2014, 03:27 PM
Q4 2013 106 $953M $0 $0 SCHB, IJR, IGSB, STPZ, SDY 13F-HR 1/29/2014, 07:01 PM