Long-term investor
Destination Wealth Management @destinationwealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001278573).
Record
- Tracked since 2025-12-31 (257 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.5%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.7% · long · since 2025-12-31
- AGG · 4.1% · long · since 2025-12-31
- IJR · 3.2% · long · since 2025-12-31
- IJH · 2.8% · long · since 2025-12-31
- PYLD · 2.6% · long · since 2025-12-31
- IEMG · 2.6% · long · since 2025-12-31
- GOOGL · 2.4% · long · since 2025-12-31
- IGM · 2.3% · long · since 2025-12-31
- SDY · 2.3% · long · since 2025-12-31
- LQDH · 2.1% · long · since 2025-12-31
- TLH · 2.1% · long · since 2025-12-31
- STIP · 2.0% · long · since 2025-12-31