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Destination Wealth Management
Destination Wealth Management is an SEC-registered investment adviser based in Walnut Creek, California. Founded in 1996 by CEO Michael Allen Yoshikami, the firm operates as a Delaware corporation and provides discretionary investment advisory as well as financial planning services. Destination Wealth Management primarily serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. As of 2025, the firm has 56 employees and is recognized for its client-focused wealth management solutions.
Investment Strategy
Destination Wealth Management offers discretionary investment advisory and financial planning services tailored to each client’s circumstances and goals. Their investment approach emphasizes asset allocation, diversification, and risk management, factoring in client investment objectives, time horizons, and risk tolerance. The firm provides both equity and fixed income strategies, utilizing a comprehensive, long-term perspective designed to align with clients’ personal or institutional needs, and seeks to provide consistent, risk-adjusted returns through a disciplined process.
Latest 13F Filing Activity
Destination Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 251 equity positions and 23 options positions with a total 13F market value of $3B. The fund increased holdings in PIMCO Etf TR, SPDR Series Trust, Microsoft Corp. among other positions. Destination Wealth Management reduced exposure to SPDR Series Trust, Merck & Co. Inc., Novo-nordisk A S among others.
Top Holdings
Equity Positions (251)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.08% | $173.3M | 844,719 | $51.58 | $205.17 | -$5.3M |
A AGG | ISHARES TR | 4.25% | $144.8M | 1,459,869 | $105.10 | $99.20 | +$1.8M |
S SDY | SPDR SERIES TRUST | 2.78% | $94.9M | 698,829 | $102.99 | $135.73 | -$481.7K |
I IJR | ISHARES TR | 2.66% | $90.7M | 830,153 | $62.97 | $109.29 | +$7.4M |
M MSFT | MICROSOFT CORP | 2.56% | $87.5M | 175,818 | $232.19 | $497.41 | +$33.6M |
Options Positions (23)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | Bought | Put | $323.1K | 56 | $317.66 | $269.61 | +10 | -$140.9K |
N NVDA | NVIDIA CORPORATION | — | Call | $117.4K | 10 | $157.99 | $43.50 | 0 | +$48.2K |
N NFLX | NETFLIX INC | — | Call | $44.4K | 1 | $1339.13 | $932.53 | 0 | +$27.5K |
M META | META PLATFORMS INC | — | Call | $27.5K | 1 | $738.09 | $491.35 | 0 | +$12.5K |
S SPY | SPDR S&P 500 ETF TR | — | Call | $24.2K | 1 | $617.85 | $409.39 | 0 | +$5.6K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Portfolio Analyst and Team Lead | CA , United States | |
 | Investment Associate | CA , United States | |
J Jordan Wesley | Senior Trader | Walnut Creek, CA , United States |
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