Destination Wealth Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1278573
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$4.3B
incl. option notional
Equity Holdings
ⓘ$4.3B
Option Notional
ⓘ$824,550
$251,001 puts / $573,549 calls
Holdings
344
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Destination Wealth Management disclosed 344 positions worth $4.3B in its Form 13F-HR for Q2 2026 — $4.3B in common stock plus $824,550 of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 5.7% of the equity portfolio. During the quarter the fund opened 29 new positions and exited 14 — including a new stake in $STX and a full exit from $UBFO. The portfolio is most concentrated in Other (53.7% of disclosed assets). All figures are sourced directly from Destination Wealth Management’s Form 13F-HR filing with the SEC under CIK 1278573.
AI Fund Analysis
Concentrating
$AAPL5.7% weight
Held 10 quarters
ISHARES TR - CORE US AGGBD
4.1% weight
Held 10 quarters
ISHARES TR - CORE S&P SCP
3.2% weight
Held 10 quarters
ISHARES TR - CORE S&P MCP
2.8% weight
Held 10 quarters
PIMCO ETF TR - MULTISECTOR
2.6% weight
Held 5 quarters
ISHARES TR - CORE US AGGBD
9 quarters accumulating
ISHARES U S ETF TR - INT R
9 quarters accumulating
ISHARES TR - 0-5 YR TIPS E
9 quarters accumulating
ISHARES TR - ISHS 1-5YR IN
9 quarters accumulating
ISHARES TR - CORE UNIVRSL
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$ADIPUT$177K notional
ISHARES TR - ISHARES SEMICDTRCALL$152K notional
$ADICALL$72K notional
$GOOGCALL$63K notional
$TSLAPUT$56K notional
$GSCALL$54K notional
$TSMCALL$45K notional
$AAPLCALL$43K notional
$AVGOCALL$33K notional
$NVDACALL$33K notional
$AMZNCALL$22K notional
$MSCALL$22K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$244.8M846,145 sh ISHARES TR - CORE US AGGBD ET
—Quality
$175.8M1,776,193 shISHARES TR - CORE S&P SCP ETF
—Quality
$136.5M920,516 shISHARES TR - CORE S&P MCP ETF
—Quality
$119.4M1,548,248 shPIMCO ETF TR - MULTISECTOR BD
—Quality
$113.3M4,271,419 shISHARES INC - CORE MSCI EMKT
—Quality
$113.0M1,364,036 sh- 78.2
Quality
$103.5M289,660 sh ISHARES TR - EXPND TEC SC ETF
—Quality
$98.6M603,056 shSPDR SERIES TRUST - STATE STREET SPD
—Quality
$96.6M635,081 shISHARES U S ETF TR - INT RT HDG C B
—Quality
$90.1M967,931 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $244.8M | 846,145 |
| ISHARES TR - CORE US AGGBD ET | — | $175.8M | 1,776,193 |
| ISHARES TR - CORE S&P SCP ETF | — | $136.5M | 920,516 |
| ISHARES TR - CORE S&P MCP ETF | — | $119.4M | 1,548,248 |
| PIMCO ETF TR - MULTISECTOR BD | — | $113.3M | 4,271,419 |
| ISHARES INC - CORE MSCI EMKT | — | $113.0M | 1,364,036 |
 Alphabet Inc.$GOOG | 78.2 | $103.5M | 289,660 |
| ISHARES TR - EXPND TEC SC ETF | — | $98.6M | 603,056 |
| SPDR SERIES TRUST - STATE STREET SPD | — | $96.6M | 635,081 |
| ISHARES U S ETF TR - INT RT HDG C B | — | $90.1M | 967,931 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Destination Wealth Management's 344 positions.
Showing top 10 of 344 holdings.
Sector Allocation
Other
$2.3B
Technology
$662.5M
Financials
$445.4M
Consumer Discretionary
$298.5M
Healthcare
$241.7M
Industrials
$91.9M
Consumer Staples
$76.4M
Communication Services
$53.0M
Full Holdings — Destination Wealth Management (Q2 2026)
All 344 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $244.8M | 5.7% | -1% | 76.4 |
| 2 | — | ISHARES TR - CORE US AGGBD ET | $175.8M | 4.1% | +5% | — |
| 3 | — | ISHARES TR - CORE S&P SCP ETF | $136.5M | 3.2% | +10% | — |
| 4 | — | ISHARES TR - CORE S&P MCP ETF | $119.4M | 2.8% | +46% | — |
| 5 | — | PIMCO ETF TR - MULTISECTOR BD | $113.3M | 2.6% | +34% | — |
| 6 | — | ISHARES INC - CORE MSCI EMKT | $113.0M | 2.6% | -3% | — |
| 7 | $GOOG | Alphabet Inc. | $103.5M | 2.4% | -4% | 78.2 |
| 8 | — | ISHARES TR - EXPND TEC SC ETF | $98.6M | 2.3% | -3% | — |
| 9 | — | SPDR SERIES TRUST - STATE STREET SPD | $96.6M | 2.3% | +1% | — |
| 10 | — | ISHARES U S ETF TR - INT RT HDG C B | $90.1M | 2.1% | +4% | — |
| 11 | — | ISHARES TR - 10-20 YR TRS ETF | $89.4M | 2.1% | +3% | — |
| 12 | — | ISHARES TR - 0-5 YR TIPS ETF | $86.5M | 2.0% | +3% | — |
| 13 | — | ISHARES TR - ISHS 1-5YR INVS | $83.6M | 1.9% | +3% | — |
| 14 | — | ISHARES TR - CORE S&P500 ETF | $81.3M | 1.9% | +2% | — |
| 15 |  $AMZN | AMAZON COM INC | $80.0M | 1.9% | +2% | 68.7 |
| 16 | — | BLACKROCK ETF TRUST - ISHARES A I INNO | $77.2M | 1.8% | -1% | — |
| 17 |  $MSFT | MICROSOFT CORP | $76.1M | 1.8% | +3% | 79.8 |
| 18 |  $JNJ | JOHNSON & JOHNSON | $71.2M | 1.7% | -1% | 69 |
| 19 | — | VANGUARD INDEX FDS - GROWTH ETF | $70.6M | 1.6% | +498% | — |
| 20 |  $COST | COSTCO WHOLESALE CORP /NEW | $70.5M | 1.6% | +1% | 66.2 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $70.3M | 1.6% | -0% | 70.7 |
| 22 | — | ISHARES TR - MSCI EAFE ETF | $69.9M | 1.6% | +2% | — |
| 23 | — | ISHARES TR - U.S. UTILITS ETF | $69.3M | 1.6% | -0% | — |
| 24 |  $LLY | ELI LILLY & Co | $68.1M | 1.6% | +0% | 87.5 |
| 25 |  $V | VISA INC. | $64.0M | 1.5% | +1% | 82.9 |
| 26 | — | SPDR SERIES TRUST - STATE STREET SPD | $58.6M | 1.4% | +1% | — |
| 27 |  $BRK.B | BERKSHIRE HATHAWAY INC | $57.4M | 1.3% | +2% | 73.8 |
| 28 |  $MA | Mastercard Inc | $55.8M | 1.3% | +3% | 85.1 |
| 29 |  $ASML | ASML HOLDING NV | $53.1M | 1.2% | -5% | — |
| 30 |  $CL | COLGATE PALMOLIVE CO | $51.7M | 1.2% | +2% | 61.3 |
| 31 | — | ISHARES TR - CORE UNIVRSL USD | $49.4M | 1.1% | +2% | — |
| 32 |  $ADI | ANALOG DEVICES INC | $45.4M | 1.1% | -6% | 79.2 |
| 33 |  $TJX | TJX COMPANIES INC /DE/ | $37.5M | 0.9% | -1% | 68.7 |
| 34 | — | GLOBAL X FDS - US INFR DEV ETF | $36.6M | 0.8% | -2% | — |
| 35 |  $AXP | AMERICAN EXPRESS CO | $35.7M | 0.8% | +0% | 69.4 |
| 36 |  $QCOM | QUALCOMM INC/DE | $35.7M | 0.8% | +1% | 70.5 |
| 37 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $35.6M | 0.8% | +6% | — |
| 38 | — | ISHARES TR - FLTG RATE NT ETF | $34.8M | 0.8% | +0% | — |
| 39 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $34.6M | 0.8% | -4% | — |
| 40 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $34.0M | 0.8% | +4% | — |
| 41 |  $WMT | Walmart Inc. | $33.2M | 0.8% | -1% | 60.2 |
| 42 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $32.4M | 0.8% | -0% | — |
| 43 | — | ISHARES TR - CORE 1 5 YR USD | $31.1M | 0.7% | +2% | — |
| 44 |  $WM | WASTE MANAGEMENT INC | $30.6M | 0.7% | +1% | 67.6 |
| 45 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $28.7M | 0.7% | -7% | — |
| 46 |  $ECL | ECOLAB INC. | $28.7M | 0.7% | +1% | 63.3 |
| 47 |  $AFL | AFLAC INC | $27.7M | 0.7% | -0% | 61.3 |
| 48 |  $DIS | Walt Disney Co | $26.4M | 0.6% | -2% | 60.1 |
| 49 |  $ABT | ABBOTT LABORATORIES | $25.4M | 0.6% | +9% | 65.5 |
| 50 |  $GOOGL | Alphabet Inc. | $24.9M | 0.6% | +1% | 78.2 |
| 51 |  $BX | Blackstone Inc. | $24.5M | 0.6% | +4% | 74.4 |
| 52 |  $NVDA | NVIDIA CORP | $24.4M | 0.6% | -4% | 85.9 |
| 53 |  $MCD | MCDONALDS CORP | $24.0M | 0.6% | +4% | 69 |
| 54 |  $ROST | ROSS STORES, INC. | $23.9M | 0.6% | -3% | 70.4 |
| 55 |  $VZ | VERIZON COMMUNICATIONS INC | $23.8M | 0.6% | +2% | 65.8 |
| 56 |  $PFE | PFIZER INC | $23.5M | 0.6% | +3% | 62 |
| 57 |  $COF | CAPITAL ONE FINANCIAL CORP | $23.3M | 0.5% | -2% | 62.4 |
| 58 | — | ISHARES TR - CR 5 10 YR ETF | $23.1M | 0.5% | +2% | — |
| 59 | — | ISHARES TR - ESG AWR US AGRGT | $22.9M | 0.5% | +6% | — |
| 60 |  $SYK | STRYKER CORP | $22.7M | 0.5% | +2% | 72.1 |
| 61 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $21.9M | 0.5% | +3% | 65.1 |
| 62 | — | ISHARES TR - GOV/CRED BD ETF | $21.8M | 0.5% | +0% | — |
| 63 |  $ORLY | O REILLY AUTOMOTIVE INC | $21.7M | 0.5% | +2% | 67.4 |
| 64 |  $ICE | Intercontinental Exchange, Inc. | $21.0M | 0.5% | +2% | 73.7 |
| 65 |  $AMT | AMERICAN TOWER CORP /MA/ | $19.1M | 0.5% | +3% | 66.3 |
| 66 |  $ISRG | INTUITIVE SURGICAL INC | $18.7M | 0.4% | +5% | 79.9 |
| 67 |  $SPY | SPDR S&P 500 ETF TRUST | $17.4M | 0.4% | -2% | — |
| 68 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $16.4M | 0.4% | -16% | — |
| 69 | — | ISHARES TR - INTL SEL DIV ETF | $15.5M | 0.4% | -0% | — |
| 70 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $15.4M | 0.4% | +1% | — |
| 71 |  $AVGO | Broadcom Inc. | $14.8M | 0.3% | +16% | 84.5 |
| 72 | — | ISHARES TR - USD INV GRDE ETF | $14.3M | 0.3% | +1% | — |
| 73 |  $WT | WisdomTree, Inc. | $13.6M | 0.3% | +1% | 59.9 |
| 74 | $WT | WisdomTree, Inc. | $13.2M | 0.3% | -2% | 59.9 |
| 75 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $10.7M | 0.3% | +1% | — |
| 76 |  $TSLA | Tesla, Inc. | $9.6M | 0.2% | -7% | 53.9 |
| 77 | — | PIMCO ETF TR - ACTIVE BD ETF | $9.4M | 0.2% | +3% | — |
| 78 | — | ISHARES TR - ESG AWRE 1 5 YR | $9.3M | 0.2% | +3% | — |
| 79 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $9.3M | 0.2% | -2% | — |
| 80 |  $LMT | LOCKHEED MARTIN CORP | $9.0M | 0.2% | +2% | 65.6 |
| 81 |  $PG | PROCTER & GAMBLE Co | $8.9M | 0.2% | +5% | 64.6 |
| 82 | — | ISHARES TR - ISHARES SEMICDTR | $8.9M | 0.2% | +0% | — |
| 83 |  $STX | Seagate Technology Holdings plc | $8.6M | 0.2% | NEW | — |
| 84 |  $KO | COCA COLA CO | $8.5M | 0.2% | +2% | 69.5 |
| 85 | — | ISHARES TR - GBL COMM SVC ETF | $8.4M | 0.2% | +2% | — |
| 86 |  $META | Meta Platforms, Inc. | $8.3M | 0.2% | +1% | 79.6 |
| 87 | — | ISHARES TR - ISHS 5-10YR INVT | $8.1M | 0.2% | +7% | — |
| 88 |  $UL | UNILEVER PLC | $8.1M | 0.2% | +7% | — |
| 89 |  $IVZ | Invesco Ltd. | $8.1M | 0.2% | -4% | — |
| 90 |  $SNPS | SYNOPSYS INC | $8.0M | 0.2% | -1% | 67.9 |
| 91 |  $AMD | ADVANCED MICRO DEVICES INC | $7.9M | 0.2% | -4% | 79.8 |
| 92 | — | ISHARES TR - ESG OPTIMIZED | $7.3M | 0.2% | +6% | — |
| 93 |  $AMAT | APPLIED MATERIALS INC /DE | $7.0M | 0.2% | +36% | 72.3 |
| 94 | — | ISHARES TR - RUS 1000 ETF | $6.9M | 0.2% | +5% | — |
| 95 |  $KMB | KIMBERLY CLARK CORP | $6.5M | 0.1% | +5% | 58.7 |
| 96 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $6.5M | 0.1% | -2% | — |
| 97 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $6.5M | 0.1% | -2% | — |
| 98 | — | VANGUARD INDEX FDS - VALUE ETF | $6.4M | 0.1% | +2% | — |
| 99 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $6.2M | 0.1% | +7% | — |
| 100 |  $CVX | CHEVRON CORP | $6.0M | 0.1% | +2% | 62.8 |
| 101 |  $LRCX | LAM RESEARCH CORP | $5.9M | 0.1% | +1% | 79.4 |
| 102 |  $PEP | PEPSICO INC | $5.6M | 0.1% | +3% | 63.4 |
| 103 | — | SELECT SECTOR SPDR TR - STATE STREET CON | $5.5M | 0.1% | +4% | — |
| 104 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $5.1M | 0.1% | -2% | — |
| 105 | — | PIMCO ETF TR - ENHANCD SHORT | $5.0M | 0.1% | +5% | — |
| 106 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.5M | 0.1% | -55% | — |
| 107 |  $XOM.R34088 | EXXON MOBIL CORP | $4.2M | 0.1% | -14% | 57.9 |
| 108 | — | SPDR SERIES TRUST - STATE STREET SPD | $4.1M | 0.1% | -7% | — |
| 109 |  $SCHW | SCHWAB CHARLES CORP | $3.9M | 0.1% | -6% | 79.4 |
| 110 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $3.8M | 0.1% | +0% | — |
| 111 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $3.3M | 0.1% | -0% | — |
| 112 |  $ANET | Arista Networks, Inc. | $3.2M | 0.1% | +0% | 81.9 |
| 113 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.0M | 0.1% | +14% | — |
| 114 | — | ISHARES TR - US TELECOM ETF | $3.0M | 0.1% | +1% | — |
| 115 | — | ISHARES TR - TRUST ISHARE 0-1 | $2.9M | 0.1% | +32% | — |
| 116 |  $PLTR | Palantir Technologies Inc. | $2.9M | 0.1% | -44% | 84.6 |
| 117 |  $UPS | UNITED PARCEL SERVICE INC | $2.8M | 0.1% | -9% | 58.6 |
| 118 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $2.7M | 0.1% | +5% | — |
| 119 | $IVZ | Invesco Ltd. | $2.7M | 0.1% | +14% | — |
| 120 |  $INTC | INTEL CORP | $2.7M | 0.1% | -35% | 45.6 |
| 121 |  $ABBV | AbbVie Inc. | $2.7M | 0.1% | +95% | 72.6 |
| 122 | — | SPDR SERIES TRUST - STATE STREET SPD | $2.7M | 0.1% | -0% | — |
| 123 | — | ISHARES TR - PFD AND INCM SEC | $2.6M | 0.1% | +9% | — |
| 124 |  $CSCO | CISCO SYSTEMS, INC. | $2.6M | 0.1% | +2% | 70.3 |
| 125 |  $CTAS | CINTAS CORP | $2.4M | 0.1% | +2% | 68.7 |
| 126 | — | ISHARES TR - SHRT NAT MUN ETF | $2.4M | 0.1% | -3% | — |
| 127 | — | SPDR SERIES TRUST - STATE STREET SPD | $2.4M | 0.1% | +0% | — |
| 128 |  $AX | Axos Financial, Inc. | $2.4M | 0.1% | +0% | 60.3 |
| 129 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $2.3M | 0.1% | -1% | — |
| 130 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.3M | 0.1% | -0% | — |
| 131 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.2M | 0.1% | -2% | 70 |
| 132 |  $GLW | CORNING INC /NY | $2.2M | 0.1% | +1% | 73.7 |
| 133 |  $NFLX | NETFLIX INC | $2.2M | 0.1% | -0% | 78.8 |
| 134 |  $WABC | WESTAMERICA BANCORPORATION | $2.1M | 0.1% | NEW | 43.7 |
| 135 | — | DBX ETF TR - XTRACKERS MSCI | $2.1M | 0.1% | -2% | — |
| 136 |  $RBLX | Roblox Corp | $2.0M | 0.1% | +477% | 60.3 |
| 137 | — | ISHARES TR - U.S. MED DVC ETF | $2.0M | 0.1% | +16% | — |
| 138 | — | PIMCO ETF TR - 1-5 US TIP IDX | $2.0M | 0.1% | +74% | — |
| 139 |  $ORCL | ORACLE CORP | $2.0M | 0.1% | -7% | 66.2 |
| 140 |  $SNDK | Sandisk Corp | $2.0M | 0.1% | NEW | 87.7 |
| 141 |  $NVO | NOVO NORDISK A S | $1.9M | 0.0% | -3% | — |
| 142 |  $DHR | DANAHER CORP /DE/ | $1.9M | 0.0% | -32% | 64.8 |
| 143 | — | ISHARES TR - TRS FLT RT BD | $1.8M | 0.0% | +11% | — |
| 144 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.8M | 0.0% | -12% | — |
| 145 |  $HD | HOME DEPOT, INC. | $1.7M | 0.0% | +12% | 60.3 |
| 146 |  $GS | GOLDMAN SACHS GROUP INC | $1.7M | 0.0% | -19% | 73.5 |
| 147 |  $CAT | CATERPILLAR INC | $1.6M | 0.0% | +15% | 66.5 |
| 148 | $IVZ | Invesco Ltd. | $1.6M | 0.0% | -47% | — |
| 149 | — | ISHARES TR - CALIF MUN BD ETF | $1.6M | 0.0% | -40% | — |
| 150 |  $MS | MORGAN STANLEY | $1.5M | 0.0% | +11% | 75.8 |
| 151 |  $MELI | MERCADOLIBRE INC | $1.5M | 0.0% | +0% | 80.2 |
| 152 | — | ISHARES TR - RUS 1000 GRW ETF | $1.5M | 0.0% | +319% | — |
| 153 |  $ZTS | Zoetis Inc. | $1.5M | 0.0% | -79% | 68.6 |
| 154 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.0% | +0% | 73.8 |
| 155 |  $BLK | BlackRock, Inc. | $1.3M | 0.0% | +9% | 70 |
| 156 |  $RTX | RTX Corp | $1.2M | 0.0% | +8% | 73.2 |
| 157 |  $NEE | NEXTERA ENERGY INC | $1.2M | 0.0% | -4% | 64.6 |
| 158 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 0.0% | -1% | 67.6 |
| 159 |  $CWBC | Community West Bancshares | $1.1M | 0.0% | NEW | 62.3 |
| 160 |  $SBUX | STARBUCKS CORP | $1.0M | 0.0% | +0% | 58.2 |
| 161 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $1.0M | 0.0% | +3% | — |
| 162 |  $KLAC | KLA CORP | $986,592 | 0.0% | +932% | 78.6 |
| 163 |  $GE | GENERAL ELECTRIC CO | $937,629 | 0.0% | +22% | 73.8 |
| 164 | — | ISHARES TR - ESG MSCI KLD 400 | $923,969 | 0.0% | +11% | — |
| 165 |  $WDC | WESTERN DIGITAL CORP | $917,841 | 0.0% | NEW | 80.7 |
| 166 |  $WFC | WELLS FARGO & COMPANY/MN | $917,563 | 0.0% | +2% | 61.8 |
| 167 |  $CMI | CUMMINS INC | $912,981 | 0.0% | +16% | 58.1 |
| 168 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $905,892 | 0.0% | +36% | — |
| 169 |  $BA | BOEING CO | $884,657 | 0.0% | +7% | 61.6 |
| 170 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $860,288 | 0.0% | +0% | — |
| 171 | $IVZ | Invesco Ltd. | $856,428 | 0.0% | +3% | — |
| 172 | — | GLOBAL X FDS - AUTONMOUS EV ETF | $844,660 | 0.0% | -2% | — |
| 173 |  $MPC | Marathon Petroleum Corp | $841,154 | 0.0% | +1% | 61 |
| 174 |  $ITW | ILLINOIS TOOL WORKS INC | $837,044 | 0.0% | +13% | 63.6 |
| 175 |  $CB | Chubb Ltd | $833,791 | 0.0% | +5% | — |
| 176 | — | VANGUARD STAR FDS - VG TL INTL STK F | $815,746 | 0.0% | +0% | — |
| 177 |  $J | JACOBS SOLUTIONS INC. | $812,268 | 0.0% | +0% | 64.3 |
| 178 |  $HPE | Hewlett Packard Enterprise Co | $802,044 | 0.0% | -5% | 70.5 |
| 179 | — | PUTNAM ETF TRUST - FRANKLIN CALIF | $801,360 | 0.0% | +0% | — |
| 180 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $789,801 | 0.0% | +2% | 75.4 |
| 181 |  $MRK | Merck & Co., Inc. | $786,244 | 0.0% | -1% | 59.9 |
| 182 | — | ISHARES U S ETF TR - INT RT HD LONG | $766,527 | 0.0% | +0% | — |
| 183 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $758,180 | 0.0% | -11% | — |
| 184 |  $MANH | MANHATTAN ASSOCIATES INC | $753,064 | 0.0% | +0% | 64.1 |
| 185 | — | VANGUARD WORLD FD - ESG US STK ETF | $727,717 | 0.0% | +0% | — |
| 186 | — | SPDR SERIES TRUST - STATE STREET SPD | $725,239 | 0.0% | -6% | — |
| 187 |  $SHOP | SHOPIFY INC. | $724,586 | 0.0% | -1% | 64.9 |
| 188 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | $718,366 | 0.0% | +0% | — |
| 189 |  $NU | Nu Holdings Ltd. | $699,138 | 0.0% | +0% | — |
| 190 |  $GEV | GE Vernova Inc. | $693,875 | 0.0% | +5% | 81.1 |
| 191 |  $IRM | IRON MOUNTAIN INC | $691,295 | 0.0% | +6% | 62.9 |
| 192 |  $SO | SOUTHERN CO | $679,637 | 0.0% | +0% | 62 |
| 193 |  $CPRT | COPART INC | $661,788 | 0.0% | +4% | 69.1 |
| 194 | — | ISHARES TR - CORE MSCI EAFE | $658,183 | 0.0% | -5% | — |
| 195 | — | ISHARES TR - CORE HIGH DV ETF | $656,616 | 0.0% | +400% | — |
| 196 |  $DUK | Duke Energy CORP | $654,324 | 0.0% | +8% | 56.4 |
| 197 |  $TRV | TRAVELERS COMPANIES, INC. | $648,026 | 0.0% | -24% | 75.9 |
| 198 | — | ISHARES TR - RUS 2000 GRW ETF | $639,970 | 0.0% | -12% | — |
| 199 |  $EW | Edwards Lifesciences Corp | $622,437 | 0.0% | +8% | 69.4 |
| 200 | — | VANGUARD WORLD FD - INF TECH ETF | $619,592 | 0.0% | +688% | — |
| 201 |  $TXN | TEXAS INSTRUMENTS INC | $617,409 | 0.0% | +19% | 73.4 |
| 202 | — | SPDR SERIES TRUST - BLOOMBERG INTL | $613,311 | 0.0% | +98% | — |
| 203 | — | ISHARES TR - ESG AWR MSCI USA | $612,944 | 0.0% | +6% | — |
| 204 | — | ISHARES TR - CORE DIV GRWTH | $592,417 | 0.0% | +20% | — |
| 205 |  $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | $590,877 | 0.0% | +1% | — |
| 206 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $589,252 | 0.0% | +0% | — |
| 207 |  $MDT | Medtronic plc | $582,892 | 0.0% | +10% | 68.7 |
| 208 | — | GLOBAL X FDS - LITHIUM BTRY ETF | $574,640 | 0.0% | +1% | — |
| 209 | — | ISHARES TR - MSCI USA MMENTM | $567,041 | 0.0% | -6% | — |
| 210 | — | ISHARES TR - S&P MC 400GR ETF | $566,233 | 0.0% | +0% | — |
| 211 |  $MO | ALTRIA GROUP, INC. | $547,349 | 0.0% | -6% | 67.4 |
| 212 | — | SPDR INDEX SHS FDS - STATE STREET SPD | $527,301 | 0.0% | -1% | — |
| 213 | — | SELECT SECTOR SPDR TR - STATE STREET FIN | $525,122 | 0.0% | -5% | — |
| 214 | $WT | WisdomTree, Inc. | $507,199 | 0.0% | -6% | 59.9 |
| 215 |  $GILD | GILEAD SCIENCES, INC. | $504,967 | 0.0% | -15% | 57.4 |
| 216 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $504,208 | 0.0% | -26% | — |
| 217 |  $INTU | INTUIT INC. | $499,895 | 0.0% | +11% | 79.3 |
| 218 |  $KEYS | Keysight Technologies, Inc. | $498,500 | 0.0% | +5% | 71.4 |
| 219 |  $PLD | Prologis, Inc. | $498,348 | 0.0% | -0% | 68.3 |
| 220 | — | SPDR SERIES TRUST - STATE STREET SPD | $492,715 | 0.0% | +0% | — |
| 221 |  $MKL | MARKEL GROUP INC. | $492,159 | 0.0% | +1% | 60.2 |
| 222 |  $IDXX | IDEXX LABORATORIES INC /DE | $482,745 | 0.0% | +15% | 73.8 |
| 223 | — | DIREXION SHARES ETF TRUST - DAILY SEMICONDUC | $480,078 | 0.0% | NEW | — |
| 224 | — | SPDR SERIES TRUST - BLOOMBERG INTL T | $479,388 | 0.0% | +93% | — |
| 225 | — | ISHARES TR - FUTURE EXPONENTI | $479,337 | 0.0% | -3% | — |
| 226 |  $ADP | AUTOMATIC DATA PROCESSING INC | $466,712 | 0.0% | +7% | 69.8 |
| 227 |  $MICC | Magnum Ice Cream Co N.V. | $465,961 | 0.0% | -0% | — |
| 228 | — | ISHARES TR - MSCI USA QLT FCT | $452,245 | 0.0% | +33% | — |
| 229 |  $AMGN | AMGEN INC | $451,700 | 0.0% | -16% | 79.2 |
| 230 |  $CME | CME GROUP INC. | $449,610 | 0.0% | -1% | 69.5 |
| 231 |  $ES | EVERSOURCE ENERGY | $446,220 | 0.0% | +10% | 66.1 |
| 232 | — | ISHARES TR - INTL TREA BD ETF | $445,134 | 0.0% | NEW | — |
| 233 | — | ISHARES TR - MSCI USA MIN VOL | $435,595 | 0.0% | -2% | — |
| 234 |  $RPM | RPM INTERNATIONAL INC/DE/ | $434,447 | 0.0% | +15% | 59.6 |
| 235 |  $PIPR | PIPER SANDLER COMPANIES | $431,146 | 0.0% | +0% | 72.6 |
| 236 |  $COP | CONOCOPHILLIPS | $430,063 | 0.0% | -5% | 70.2 |
| 237 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $420,238 | 0.0% | +0% | — |
| 238 |  $A | AGILENT TECHNOLOGIES, INC. | $405,397 | 0.0% | +11% | 67.1 |
| 239 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $403,971 | 0.0% | -96% | — |
| 240 |  $BNY | Bank of New York Mellon Corp | $396,154 | 0.0% | +22% | 74.1 |
| 241 | — | SSGA ACTIVE ETF TR - STATE STREET ULT | $392,365 | 0.0% | +0% | — |
| 242 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $391,798 | 0.0% | +0% | — |
| 243 |  $PANW | Palo Alto Networks Inc | $381,150 | 0.0% | NEW | 65.5 |
| 244 |  $DGX | QUEST DIAGNOSTICS INC | $375,787 | 0.0% | +1% | 69 |
| 245 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $375,508 | 0.0% | +1% | 66.2 |
| 246 | — | ISHARES TR - RUS 2000 VAL ETF | $374,015 | 0.0% | +4% | — |
| 247 |  $MU | MICRON TECHNOLOGY INC | $373,990 | 0.0% | NEW | 86.2 |
| 248 |  $LH | LABCORP HOLDINGS INC. | $370,555 | 0.0% | -1% | 65 |
| 249 |  $GD | GENERAL DYNAMICS CORP | $370,551 | 0.0% | +18% | 68.7 |
| 250 |  $UNH | UNITEDHEALTH GROUP INC | $370,395 | 0.0% | +7% | 62.7 |
| 251 |  $HPQ | HP INC | $366,630 | 0.0% | -4% | 59.3 |
| 252 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $365,029 | 0.0% | +6% | — |
| 253 |  $EBAY | EBAY INC | $362,405 | 0.0% | +21% | 66.4 |
| 254 |  $CVBF | CVB FINANCIAL CORP | $362,040 | 0.0% | NEW | 55.3 |
| 255 | — | LISTED FDS TR - HORIZON KINETICS | $361,131 | 0.0% | +0% | — |
| 256 |  $CEG | Constellation Energy Corp | $357,621 | 0.0% | -1% | 59.4 |
| 257 |  $COHR | COHERENT CORP. | $356,601 | 0.0% | +0% | 58.5 |
| 258 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $356,349 | 0.0% | -21% | — |
| 259 | — | AMERICAN CENTY ETF TR - AVANTIS US SMALL | $349,978 | 0.0% | +0% | — |
| 260 |  $GLD | SPDR GOLD TRUST | $343,699 | 0.0% | +0% | — |
| 261 |  $CSW | CSW INDUSTRIALS, INC. | $341,752 | 0.0% | +0% | 61.8 |
| 262 |  $T | AT&T INC. | $341,679 | 0.0% | -25% | 65.7 |
| 263 |  $SPGI | S&P Global Inc. | $340,062 | 0.0% | +8% | 76.1 |
| 264 | — | VANGUARD INDEX FDS - SMALL CP ETF | $339,798 | 0.0% | -12% | — |
| 265 |  $MRVL | Marvell Technology, Inc. | $339,121 | 0.0% | NEW | 76.5 |
| 266 |  $OLED | UNIVERSAL DISPLAY CORP \PA\ | $338,653 | 0.0% | -1% | 58.7 |
| 267 |  $PLUS | EPLUS INC | $332,920 | 0.0% | +0% | 49.9 |
| 268 |  $IPGP | IPG PHOTONICS CORP | $328,496 | 0.0% | -0% | 41.6 |
| 269 |  $TT | Trane Technologies plc | $317,781 | 0.0% | -16% | — |
| 270 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $309,517 | 0.0% | +0% | — |
| 271 |  $PZZA | PAPA JOHNS INTERNATIONAL INC | $308,868 | 0.0% | +0% | 42.5 |
| 272 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $307,593 | 0.0% | -5% | — |
| 273 |  $ALL | ALLSTATE CORP | $303,611 | 0.0% | +1% | 78.5 |
| 274 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $300,746 | 0.0% | +10% | 71.1 |
| 275 | — | ISHARES TR - RUSSELL 2000 ETF | $298,379 | 0.0% | +0% | — |
| 276 | — | ISHARES TR - RUS MID CAP ETF | $298,195 | 0.0% | -2% | — |
| 277 | — | VANGUARD INSTL INDEX FD - 0-3 MO TREAS BIL | $285,995 | 0.0% | +0% | — |
| 278 |  $SRE | SEMPRA | $285,829 | 0.0% | +45% | 41.9 |
| 279 | — | ISHARES TR - 3YRTB ETF | $285,398 | 0.0% | NEW | — |
| 280 | — | ISHARES INC - MSCI EMERG MRKT | $284,338 | 0.0% | +0% | — |
| 281 |  $MIDD | MIDDLEBY Corp | $281,752 | 0.0% | NEW | 40.6 |
| 282 | — | ISHARES TR - MORNINGSTAR GRWT | $281,667 | 0.0% | +0% | — |
| 283 |  $BEN | FRANKLIN TEMPLETON INC | $276,707 | 0.0% | NEW | 57.9 |
| 284 | — | SPDR SERIES TRUST - BLOOMBERG SHORT | $275,177 | 0.0% | NEW | — |
| 285 |  $CAH | CARDINAL HEALTH INC | $273,907 | 0.0% | -5% | 62.4 |
| 286 |  $CVS | CVS HEALTH Corp | $270,025 | 0.0% | NEW | 59.4 |
| 287 | — | ISHARES TR - 0-3 MNTH TREASRY | $268,507 | 0.0% | -27% | — |
| 288 | — | SPDR SERIES TRUST - FTSE INT GVT ETF | $265,252 | 0.0% | NEW | — |
| 289 | — | ISHARES TR - MORNINGSTAR VALU | $264,034 | 0.0% | +0% | — |
| 290 |  $ELS | EQUITY LIFESTYLE PROPERTIES INC | $261,182 | 0.0% | +2% | 64.2 |
| 291 |  $PH | Parker-Hannifin Corp | $258,224 | 0.0% | NEW | 65.8 |
| 292 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $253,486 | 0.0% | NEW | 56.5 |
| 293 | — | TIDAL TRUST II - YIELDMAX XOM OPT | $251,670 | 0.0% | NEW | — |
| 294 | — | ISHARES TR - DOW JONES US ETF | $251,546 | 0.0% | +0% | — |
| 295 | — | ISHARES TR - CORE S&P TTL STK | $251,005 | 0.0% | -6% | — |
| 296 |  $APH | AMPHENOL CORP /DE/ | $250,022 | 0.0% | NEW | 79.3 |
| 297 |  $ITT | ITT INC. | $249,441 | 0.0% | +1% | 63 |
| 298 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $248,739 | 0.0% | -14% | — |
| 299 |  $FTV | Fortive Corp | $246,223 | 0.0% | -30% | 57 |
| 300 |  $IAU | ISHARES GOLD TRUST | $244,124 | 0.0% | +6% | — |
| 301 |  $EVR | Evercore Inc. | $235,935 | 0.0% | +1% | 76.9 |
| 302 | $WT | WisdomTree, Inc. | $234,894 | 0.0% | NEW | 59.9 |
| 303 |  $MAIN | Main Street Capital CORP | $233,149 | 0.0% | +0% | — |
| 304 | — | ISHARES TR - GLOB HLTHCRE ETF | $232,177 | 0.0% | +0% | — |
| 305 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $230,948 | 0.0% | -38% | — |
| 306 |  $ELV | Elevance Health, Inc. | $230,519 | 0.0% | NEW | 59 |
| 307 | — | ISHARES TR - EAFE GRWTH ETF | $229,804 | 0.0% | NEW | — |
| 308 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $228,841 | 0.0% | -24% | — |
| 309 |  $TMUS | T-Mobile US, Inc. | $226,268 | 0.0% | +4% | 69.1 |
| 310 |  $HON | HONEYWELL INTERNATIONAL INC | $225,583 | 0.0% | -52% | 65 |
| 311 |  $NTAP | NetApp, Inc. | $224,712 | 0.0% | NEW | 66.8 |
| 312 | — | ISHARES TR - NORTH AMERN NAT | $224,447 | 0.0% | +0% | — |
| 313 | — | ISHARES TR - ESG SELECT SCRE | $218,537 | 0.0% | NEW | — |
| 314 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $217,984 | 0.0% | +0% | — |
| 315 | — | ISHARES TR - GLB INFRASTR ETF | $215,382 | 0.0% | +0% | — |
| 316 |  $STT | STATE STREET CORP | $213,866 | 0.0% | NEW | 71.5 |
| 317 |  $MCK | MCKESSON CORP | $213,309 | 0.0% | +4% | 63.4 |
| 318 |  $MNST | Monster Beverage Corp | $210,695 | 0.0% | NEW | 71.3 |
| 319 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $210,346 | 0.0% | NEW | 73.7 |
| 320 |  $PNW | PINNACLE WEST CAPITAL CORP | $205,226 | 0.0% | NEW | 53.6 |
| 321 | $WT | WisdomTree, Inc. | $205,200 | 0.0% | NEW | 59.9 |
| 322 | — | SPDR SERIES TRUST - STATE STREET SPD | $200,350 | 0.0% | -15% | — |
| 323 |  $F | FORD MOTOR CO | $179,468 | 0.0% | -11% | 54.9 |
| 324 | $ADIPUT | ANALOG DEVICES INC | $177,000 | — | -50% | 79.2 |
| 325 | — | ISHARES TR - ISHARES SEMICDTR | $152,400 | — | +0% | — |
| 326 |  $WEAV | Weave Communications, Inc. | $127,048 | 0.0% | +0% | 43.2 |
| 327 |  $IOVA | IOVANCE BIOTHERAPEUTICS, INC. | $83,450 | 0.0% | +0% | 36.8 |
| 328 | $ADICALL | ANALOG DEVICES INC | $72,100 | — | +0% | 79.2 |
| 329 | $GOOGCALL | Alphabet Inc. | $63,338 | — | +0% | 78.2 |
| 330 | $TSLAPUT | Tesla, Inc. | $55,923 | — | +0% | 53.9 |
| 331 | $GSCALL | GOLDMAN SACHS GROUP INC | $53,763 | — | +0% | 73.5 |
| 332 | $TSMCALL | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $45,100 | — | +0% | — |
| 333 | $AAPLCALL | Apple Inc. | $43,330 | — | +0% | 76.4 |
| 334 | $AVGOCALL | Broadcom Inc. | $33,390 | — | +0% | 84.5 |
| 335 | $NVDACALL | NVIDIA CORP | $33,360 | — | +0% | 85.9 |
| 336 | $AMZNCALL | AMAZON COM INC | $22,280 | — | +0% | 68.7 |
| 337 | $MSCALL | MORGAN STANLEY | $21,875 | — | +0% | 75.8 |
| 338 | $GLDCALL | SPDR GOLD TRUST | $16,190 | — | +0% | — |
| 339 | $CTASPUT | CINTAS CORP | $13,688 | — | -17% | 68.7 |
| 340 | $MSFTCALL | MICROSOFT CORP | $5,675 | — | +0% | 79.8 |
| 341 | $BACCALL | BANK OF AMERICA CORP /DE/ | $4,600 | — | +0% | 67.6 |
| 342 | $WFCCALL | WELLS FARGO & COMPANY/MN | $4,543 | — | +0% | 61.8 |
| 343 | $AVGOPUT | Broadcom Inc. | $4,390 | — | +0% | 84.5 |
| 344 | $NFLXCALL | NETFLIX INC | $1,605 | — | +0% | 78.8 |
New Positions (29)
$STX Seagate Technology Holdings plc$8.6M$WABC WESTAMERICA BANCORPORATION$2.1M$SNDK Sandisk Corp$2.0M$CWBC Community West Bancshares$1.1M$WDC WESTERN DIGITAL CORP$917,841 DIREXION SHARES ETF TRUST - DAILY SEMICONDUC$480,078
ISHARES TR - INTL TREA BD ETF$445,134
$PANW Palo Alto Networks Inc$381,150$MU MICRON TECHNOLOGY INC$373,990$CVBF CVB FINANCIAL CORP$362,040$MRVL Marvell Technology, Inc.$339,121 ISHARES TR - 3YRTB ETF$285,398
$MIDD MIDDLEBY Corp$281,752$BEN FRANKLIN TEMPLETON INC$276,707 SPDR SERIES TRUST - BLOOMBERG SHORT$275,177
Exited Positions (14)
$UBFO UNITED SECURITY BANCSHARES$AAPLPUT Apple Inc.
$ADBE ADOBE INC.
$HTBK HERITAGE COMMERCE CORP
$CRM Salesforce, Inc. ISHARES TR
$UBER Uber Technologies, Inc
$ACN Accenture plc VANGUARD SCOTTSDALE FDS
$SNAP Snap Inc$METACALL Meta Platforms, Inc.$MSFTPUT MICROSOFT CORP$GOOGPUT Alphabet Inc.$GOOGPUT Alphabet Inc.Browse Top Institutional Investors
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