Destination Wealth Management
Annual return '25
+10.3%
SPY '25
+17.7%
Alpha
-7.4ptsvs SPY
Invested
$3.9B
Holdings
302
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Exited (was 1.5k shares)
5.7%
02
$AGG
ISHARES TR
Q4 2025: Exited (was 1.54M shares)
4.3%
03
$IJR
ISHARES TR
Q4 2025: Exited (was 836.7k shares)
2.7%
04
$IEMG
ISHARES INC
Q4 2025: Exited (was 1.29M shares)
2.6%
05
$SDY
SPDR SERIES TRUST
Q4 2025: Exited (was 698.2k shares)
2.4%
06
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 1.0k shares)
2.3%
07
$TLH
ISHARES TR
Q4 2025: Exited (was 810.2k shares)
2.3%
08
$LQDH
ISHARES U S ETF TR
Q4 2025: Exited (was 857.5k shares)
2.2%
09
$STIP
ISHARES TR
Q4 2025: Exited (was 762.5k shares)
2.2%
10
$PYLD
PIMCO ETF TR
Q4 2025: Exited (was 2.82M shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:16 UTC.