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Michael Yoshikami

Destination Wealth Management

Assets Managed
$3.851B
Holdings
303
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
0.74%(2Q avg: 3.01%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Destination Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 303 positions.

Assets under management

The assets under management (AUM) of Destination Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.851B in assets, with a quarterly growth rate of 0.74% and a 2-quarter average growth rate of 3.01%. The portfolio is managed by Michael Yoshikami, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.67%
5.66%
$217.652M
860,480 shares@ $252.95 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 5.78%
4.35%
$167.327M
1.686M shares@ $99.28 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.28%
2.71%
$104.176M
838,038 shares@ $124.31 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 9.58%
2.56%
$98.318M
1.41M shares@ $69.75 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Decreased -3.72%
2.39%
$91.858M
629,425 shares@ $145.95 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.74%
2.26%
$87.004M
303,936 shares@ $286.26 avg price
TLH
Ishares 10-20 Year Treasury
Recent Activity
Increased 8.71%
2.26%
$86.903M
862,821 shares@ $100.73 avg price
LQDH
Ishares Int Hedg Corp Bd Etf
Recent Activity
Increased 4.18%
2.23%
$85.843M
929,645 shares@ $92.35 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 3.47%
2.22%
$85.399M
825,668 shares@ $103.43 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 5.41%
2.18%
$83.573M
3.19M shares@ $26.21 avg price

1-10 of 303