Destination Wealth Management

RIA/Wealth

Destination Wealth Management is a RIA/Wealth based in Walnut Creek, CA led by Michael Allen Yoshikami, reporting $4.1B in AUM as of Q3 2025 with 51% ETF concentration.

CEOMichael Allen Yoshikami

Portfolio Value: $3.6B
Positions: 264
Top Holding: AAPL at 6.13%
Last Reported: Q3 2025

Address1255 Treat Boulevard, Suite 900, Walnut Creek, CA, 94597, United States

Top Holdings

Largest long holdings in Destination Wealth Management's portfolio (29.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$222.4M	6.13%	+$7.3M Bought	0.01% 873.4K shares	Q1 2022 Held for 3y 8m
2 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$154.3M	4.25%	+$7.9M Bought	— 1.5M shares	Q1 2013 Held for 12y 8m
3 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$99.4M	2.74%	+$778.6K Bought	— 836.7K shares	Q1 2013 Held for 12y 8m
4 SDY SPDR S&P Dividend ETF SDY	ETF ETF	$97.8M	2.69%	-$88.2K Sold	— 698.2K shares	Q1 2013 Held for 12y 8m
5 Microsoft MSFT	Software - Infrastructure Technology	$91.4M	2.52%	+$371.4K Bought	0.00% 176.5K shares	Q2 2015 Held for 10y 5m
6 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$85.0M	2.34%	+$852.4K Bought	— 1.3M shares	Q4 2013 Held for 11y 11m
7 TLH iShares 10-20 Year Treasury Bond TLH	ETF ETF	$83.4M	2.30%	+$2.0M Bought	— 810.2K shares	Q4 2023 Held for 1y 11m
8 LQDH iShares Interest Rate Hedged Corporate Bond LQDH	ETF ETF	$80.2M	2.21%	+$3.2M Bought	— 857.5K shares	Q2 2021 Held for 4y 5m
9 iShares Expanded Tech Sector ETF IGM	ETF ETF	$79.5M	2.19%	-$1.4M Sold	— 631.0K shares	Q1 2013 Held for 12y 8m
10 iShares Core S&P 500 ETF IVV	ETF ETF	$79.3M	2.19%	+$338.7K Bought	— 118.5K shares	Q1 2013 Held for 12y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Destination Wealth Management's latest filing

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Market Value

$3.6B

Prior: $3.4B

Q/Q Change

+6.47%

+$220.5M

Net Flows % of MV

+0.766%

Turnover Ratio

2.45%

New Purchases

5 stocks

$2.3M

Added To

134 stocks

+$98.7M

Sold Out Of

14 stocks

$31.3M

Reduced Holdings

88 stocks

-$41.9M

Increased Positions

Position	Shares Δ	Change
1 Roblox RBLX	New	0 → 6.5K +$893.6K
2 AXT AXTI	New	0 → 101.9K +$457.5K
3 iShares Russell Top 200 Growth IWY	New	0 → 1.6K +$434.7K
4 Evercore EVR	New	0 → 755.0 +$254.7K
5 Reddit RDDT	New	0 → 1.0K +$230.0K

Decreased Positions

Position	Shares Δ	Change
1 Ansys ANSS	Sold	70.5K → 0 −$24.8M
2 Ralliant Corporation RAL	Sold	70.1K → 0 −$3.4M
3 ASP Isotopes, Inc. ASPI	Sold	57.0K → 0 −$419.3K
4 DFUV Dimensional US Marketwide Value DFUV	Sold	9.4K → 0 −$396.9K
5 DFCF Dimensional Core Fixed Income DFCF	Sold	7.2K → 0 −$303.8K

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Analytics

Portfolio insights and performance metrics for Destination Wealth Management

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Sector Allocation

ETF

51.20%

Technology

11.90%

Financial Services

10.90%

Healthcare

7.60%

Consumer Cyclical

5.10%

Consumer Defensive

4.60%

Communication Services

4.20%

Industrials

1.30%

Basic Materials

0.80%

Real Estate

0.60%

Energy

0.30%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

30.75%

Large Cap ($10B - $200B)

16.54%

Mid Cap ($2B - $10B)

0.02%

Small Cap ($300M - $2B)

0.02%

Micro Cap ($50M - $300M)

0.04%

N/A (ETF or Unknown)

52.62%

Portfolio Concentration

Top 10 Holdings %

29.55%

Top 20 Holdings %

49.31%

Top 50 Holdings %

79.4%

Top 100 Holdings %

96.37%