0001278573-13-000001.txt : 20130212 0001278573-13-000001.hdr.sgml : 20130212 20130212141804 ACCESSION NUMBER: 0001278573-13-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130212 DATE AS OF CHANGE: 20130212 EFFECTIVENESS DATE: 20130212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Destination Wealth Management CENTRAL INDEX KEY: 0001278573 IRS NUMBER: 562326959 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10716 FILM NUMBER: 13596327 BUSINESS ADDRESS: STREET 1: 1255 TREAT BLVD. SUITE 900 CITY: WALNUT CREEK STATE: CA ZIP: 94597 BUSINESS PHONE: 925-935-2900 MAIL ADDRESS: STREET 1: 1255 TREAT BLVD. SUITE 900 CITY: WALNUT CREEK STATE: CA ZIP: 94597 FORMER COMPANY: FORMER CONFORMED NAME: YCMNET ADVISORS INC DATE OF NAME CHANGE: 20040204 13F-HR 1 ycm012312012.txt 12.31.12 13F FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one): [ ] is a restatement. [X] adds new holding entries. Institutional Investment Manager Filing this Report: Name: DESTINATION WEALTH MANAGEMENT Address: 1255 Treat Blvd Suite 900 Walnut Creek, CA 94597 13F File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood and all required items, statements, schedules, lists and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: Michael Yoshikami Title: President Phone: 925-935-2900 Signature, Place and Date of Signing: Michael Yoshikami Walnut Creek, CA January 29, 2013 Report Type (Check only one): [x] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: NONE 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 97 Form 13F Information Table Value Total: 798,863 (thousands) List of Other Included Managers: NONE Name Title Cusip Value Shares Disc Other Voting of Issuer of Class (x 1000) Mgrs 1/100 Berkshire Common 84990175 1072 800 Sole None Sole 3m Company Common 88579Y101 1099 11847 Sole None Sole A F L A C Inc Common 1055102 14824 279079 Sole None Sole Abbott Lab Common 2824100 13851 211470 Sole None Sole Agilent Tech Common 00846U101 561 13726 Sole None Sole Apple Computer Common 37833100 26732 50233 Sole None Sole AT&T Inc. Common 00206R102 710 21091 Sole None Sole Baraka Petroleum Common Q12957108 1 25000 Sole None Sole Baxter Intrntnl Common 71813109 14042 210656 Sole None Sole Berkshire Hathwy Common 84670702 13436 149791 Sole None Sole Biotime Inc Common 09066L105 1867 594645 Sole None Sole BlackRock ETF 464287457 275 3261 Sole None Sole BlackRock ETF 464288646 32716 310168 Sole None Sole BlackRock ETF 464287226 4675 42087 Sole None Sole BlackRock ETF 464288638 609 5481 Sole None Sole BlackRock ETF 464288679 4276 38789 Sole None Sole BlackRock ETF 464287176 31749 261503 Sole None Sole BlackRock ETF 464287168 415 7252 Sole None Sole BlackRock ETF 464287754 1617 22056 Sole None Sole BlackRock ETF 464287697 14444 167263 Sole None Sole BlackRock ETF 464287846 419 5849 Sole None Sole BlackRock ETF 464287234 25649 578336 Sole None Sole BlackRock ETF 464285105 254 15636 Sole None Sole BlackRock ETF 464288513 1413 15144 Sole None Sole BlackRock ETF 464286103 14113 561413 Sole None Sole BlackRock ETF 464286400 12098 216277 Sole None Sole BlackRock ETF 46429B671 9858 203260 Sole None Sole BlackRock ETF 464287465 2386 41970 Sole None Sole BlackRock ETF 464286673 13905 1015709 Sole None Sole BlackRock ETF 464287655 292 3467 Sole None Sole BlackRock ETF 464287705 592 6726 Sole None Sole BlackRock ETF 464287200 4695 32806 Sole None Sole BlackRock ETF 464287879 409 5058 Sole None Sole BlackRock ETF 464288216 20845 608807 Sole None Sole BlackRock ETF 464288737 1441 19576 Sole None Sole BlackRock ETF 464287341 1525 39890 Sole None Sole BlackRock ETF 464288695 14020 224505 Sole None Sole BlackRock ETF 464287275 4251 74372 Sole None Sole BlackRock ETF 464287507 23908 235087 Sole None Sole BlackRock ETF 464287549 22143 328246 Sole None Sole BlackRock ETF 464288158 13647 128472 Sole None Sole BlackRock ETF 464287804 28071 359434 Sole None Sole Broadcom Corp Cl Common 111320107 312 9410 Sole None Sole C S X Corp Common 126408103 294 14916 Sole None Sole Caterpillar Inc Common 149123101 238 2663 Sole None Sole Central Fund of ETF 153501101 203 9667 Sole None Sole Chevron Corp. Common 166764100 17096 158096 Sole None Sole Cisco Systems Inc Common 17275R102 935 47609 Sole None Sole Citigroup Common 172967424 10175 257229 Sole None Sole Colgate-Palmolive Common 194162103 752 7196 Sole None Sole Costco Companies Common 22160K105 14757 149478 Sole None Sole D T E Energy Co Common 233331107 205 3426 Sole None Sole Disney (Walt) Co. Common 254687106 14379 288810 Sole None Sole Evolution Corp Common 30049A107 81 10000 Sole None Sole Exxon Mobil Corp Common 30231G102 15101 174483 Sole None Sole General Electric Common 369604103 14434 687678 Sole None Sole Google Inc Class Common 38259P508 391 554 Sole None Sole Guggenheim ETF 78355W817 13893 251369 Sole None Sole Hewlett-Packard Common 428236103 1193 83722 Sole None Sole Intel Corp Common 458140100 3239 157128 Sole None Sole Intl Business Common 459200101 2176 11364 Sole None Sole Johnson & Johnson Common 478160104 13313 189925 Sole None Sole Location Based Common 539573105 26 114100 Sole None Sole Mastercard Inc Common 57636Q104 13926 28348 Sole None Sole Mc Donalds Corp. Common 580135101 12426 140869 Sole None Sole Microsoft Corp Common 594918104 394 14758 Sole None Sole Nestle SA ADR Common 641069406 12779 196099 Sole None Sole Nuance Comm Common 67020Y100 7996 358270 Sole None Sole Oracle Systems Common 68389X105 13167 395172 Sole None Sole Philip Morris Common 718172109 268 3207 Sole None Sole PIMCO ETF 72201R205 31763 587564 Sole None Sole PIMCO ETF 72201R833 226 2228 Sole None Sole Powershares ETF 73936Q769 1360 54459 Sole None Sole Powershares ETF 73935X286 3014 101142 Sole None Sole PowerShares ETF 73935A104 274 4217 Sole None Sole Procter & Gamble Common 742718109 442 6515 Sole None Sole Qualcomm Inc Common 747525103 12416 200723 Sole None Sole Schwab ETF 808513105 1481 103139 Sole None Sole Schwab ETF 808524706 455 17259 Sole None Sole Schwab ETF 808524805 325 12012 Sole None Sole Schwab ETF 808524607 364 9552 Sole None Sole Schwab ETF 808524102 1544 44888 Sole None Sole Schwab ETF 808524300 270 7926 Sole None Sole SSgA SPDR ETF 78464A334 1656 45186 Sole None Sole SSgA SPDR ETF 78464A763 27251 468564 Sole None Sole SSgA SPDR ETF 78463V107 61977 382526 Sole None Sole SSgA SPDR ETF 78468R408 24179 791477 Sole None Sole Stryker Corp Common 863667101 11588 211397 Sole None Sole Ttc Technology Common 87304R100 1 10000 Sole None Sole Union Pacific Common 907818108 330 2630 Sole None Sole United Sec Banc Common 911460103 197 77162 Sole None Sole Vanguard ETF 922908637 10196 156481 Sole None Sole Vanguard ETF 92204A504 1700 23730 Sole None Sole Vanguard ETF 922908744 14462 245965 Sole None Sole Visa Common 92826C839 460 3040 Sole None Sole Vodafone Airtouch Common 92857W209 11482 455817 Sole None Sole Xilinx Inc Common 983919101 396 11043 Sole None Sole