• 13F History

Destination Wealth Management

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$3.2B
Signature - Title
Michael Yoshikami - CEO and 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 229 stock holdings with total value $3.2B as of Q4 2024. Top holdings included AAPL, AGG, SDY, IJR, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 229 $3.2B +$108M -$52.5M +$55.9M AAPL, AGG, SDY, IJR, IVV 13F-HR 2/6/2025, 05:41 PM
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 203 $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 -$103M -$63.7M AAPL, AGG, SPSB, SDY, IJR 13F-HR 8/11/2023, 02:58 PM
Q1 2023 204 $2.64B +$111M -$112M -$211K AAPL, SPSB, AGG, SDY, IJR 13F-HR 5/5/2023, 03:33 PM
Q4 2022 198 $2.51B +$163M -$147M +$15.4M SPSB, SCHZ, AAPL, AGG, SDY 13F-HR 2/10/2023, 06:21 PM
Q3 2022 186 $2.38B +$165M -$96.1M +$69M SPSB, AAPL, AGG, SDY, LQDH 13F-HR 11/10/2022, 05:54 PM
Q2 2022 191 $2.41B +$249M -$74.9M +$175M AAPL, AGG, SPSB, SDY, IJR 13F-HR 7/29/2022, 04:01 PM
Q1 2022 192 $2.62B +$117M -$137M -$20.4M AAPL, AGG, SDY, IJR, STIP 13F-HR 5/11/2022, 08:18 PM
Q4 2021 198 $2.83B +$124M -$50.2M +$73.9M AGG, AAPL, SDY, IJR, STIP 13F-HR 2/3/2022, 06:07 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 -$29.2M +$159M AGG, AAPL, SDY, IJR, IGM 13F-HR 2/10/2021, 07:12 PM
Q3 2020 142 $1.97B +$124M -$37.5M +$86M AGG, AAPL, SDY, IJR, STIP 13F-HR 11/12/2020, 03:18 PM
Q2 2020 144 $1.85B +$102M -$105M -$3.07M AGG, AAPL, SDY, IJR, IGM 13F-HR 8/14/2020, 02:26 PM
Q1 2020 160 $1.63B +$136M -$154M -$17.4M AGG, IVV, SDY, AAPL, STIP 13F-HR 5/12/2020, 07:11 PM
Q4 2019 157 $1.97B +$37.7M -$19.3M +$18.4M AGG, IVV, SDY, AAPL, VUG 13F-HR 2/12/2020, 02:46 PM
Q3 2019 140 $1.85B +$53.9M -$19.9M +$34M AGG, IVV, SDY, VUG, IJR 13F-HR 11/12/2019, 05:28 PM
Q2 2019 545 $1.82B +$36.5M -$51.7M -$15.1M AGG, IVV, SDY, VUG, IJR 13F-HR 7/19/2019, 02:37 PM
Q1 2019 634 $1.78B +$116M -$171M -$54.5M AGG, IVV, SDY, VUG, IJR 13F-HR 4/30/2019, 07:03 PM
Q4 2018 490 $1.66B +$165M -$104M +$61.3M SCHZ, IVV, AGG, SDY, VUG 13F-HR 2/5/2019, 02:55 PM
Q3 2018 620 $1.8B +$89.6M -$25.7M +$64M IVV, AGG, SDY, VUG, AAPL 13F-HR 11/7/2018, 01:42 PM
Q2 2018 488 $1.67B +$214M -$388M -$174M IVV, AGG, SDY, VUG, IJR 13F-HR 7/31/2018, 01:03 PM
Q1 2018 402 $1.48B +$104M -$52.7M +$51.4M IVV, AGG, SDY, VUG, IJR 13F-HR 4/4/2018, 08:50 PM
Q4 2017 155 $1.65B +$84.7M -$42M +$42.6M IVV, AGG, SDY, VUG, IJR 13F-HR 2/9/2018, 04:28 PM
Q3 2017 149 $1.56B +$60.4M -$38.2M +$22.2M IVV, AGG, SDY, VUG, IJR 13F-HR 11/9/2017, 03:19 PM
Q2 2017 152 $1.5B +$90M -$66.1M +$23.9M IVV, AGG, SDY, VUG, IJR 13F-HR 8/10/2017, 08:04 PM
Q1 2017 157 $1.45B +$120M -$56.7M +$62.9M AGG, IVV, SDY, VUG, IJR 13F-HR 5/4/2017, 08:20 PM
Q4 2016 168 $1.36B +$92.5M -$31.9M +$60.6M AGG, IVV, SDY, IJR, VUG 13F-HR 2/1/2017, 10:57 AM
Q3 2016 159 $1.29B +$76.1M -$17.4M +$58.7M AGG, IVV, SDY, IJR, VUG 13F-HR 11/14/2016, 01:01 PM
Q2 2016 147 $1.21B +$361M -$184M +$177M AGG, IVV, SDY, IJR, VUG 13F-HR 7/25/2016, 04:34 PM
Q1 2016 124 $1.03B AGG, IJR, VOO, IVV, IGSB 13F-HR 4/20/2016, 09:45 AM
Q4 2015 127 $1.04B +$258M -$108M +$150M AGG, IJR, VOO, IVV, IGSB 13F-HR 1/25/2016, 09:51 AM
Q3 2015 113 $900M +$15.6M -$355M -$339M IJR, IGSB, SCHB, STPZ, SDY 13F-HR 10/30/2015, 01:00 PM
Q2 2015 253 $1.51B +$612M -$18M +$594M IJR, SCHB, IGSB, IJH, STPZ 13F-HR 10/1/2015, 05:54 PM
Q1 2015 104 $923M +$22.4M -$64.4M -$42M SCHB, IJR, IGSB, STPZ, SDY 13F-HR 4/14/2015, 01:38 PM
Q4 2014 115 $988M +$47.8M -$32.6M +$15.2M SCHB, IJR, IGSB, SDY, STPZ 13F-HR 1/14/2015, 03:10 PM
Q3 2014 132 $956M +$73.4M -$67.3M +$6.14M SCHB, IJR, IGSB, STPZ, SDY 13F-HR 10/21/2014, 01:12 PM
Q2 2014 131 $969M +$73.7M -$36M +$37.7M IGSB, IJR, SDY, STPZ, AAPL 13F-HR 7/21/2014, 12:37 PM
Q1 2014 123 $929M +$43.3M -$41.6M +$1.67M SCHB, IGSB, IJR, STPZ, SDY 13F-HR 4/11/2014, 03:27 PM
Q4 2013 105 $949M SCHB, IJR, IGSB, STPZ, SDY 13F-HR 1/29/2014, 06:01 PM