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CIK: 0001483824
Total reported value
$1.2B
$1.2B
818 檔
35.9%
At the close of Q4 2025, TD Capital Management LLC disclosed equity holdings valued at approximately $1.2B, spread across 818 reported holdings.
In Q4 2025, TD Capital Management LLC displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 818 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 17.89% | -0.05% | -0.76% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.66% | +0.26% | +1.25% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.95% | -0.87% | +0.43% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.78% | +0.19% | -0.49% | |
| 5 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 3.67% | -0.32% | +0.83% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.67% | -0.01% | -0.25% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.50% | +0.06% | -1.02% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.44% | -0.68% | +3.56% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.34% | +0.23% | -0.62% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 2.47% | +0.10% | -0.61% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.34% | -0.44% | -1.16% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.33% | — | -0.34% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.28% | -0.15% | -11.81% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | +0.25% | +6.90% | |
| 15 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 1.71% | -0.17% | +5.11% | |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.66% | +0.12% | +5.79% | |
| 17 | AZO | Autozone Inc | Stock-Consumer Disc | 1.51% | -0.18% | -0.87% | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.36% | — | +0.44% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.23% | -0.04% | -1.13% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.20% | -0.20% | +1.04% | |
| 21 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.18% | +0.07% | +29.17% | |
| 22 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 1.17% | -0.07% | +18.76% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.13% | -0.10% | -7.59% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.09% | +0.14% | +1.66% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.07% | +0.01% | +1.49% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 1.05% | -0.22% | +6.81% | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.04% | -0.18% | -6.12% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.03% | +0.13% | +11.39% | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.96% | +0.11% | +1.16% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.94% | +0.03% | -0.10% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | -0.01% | +0.18% | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.75% | +0.02% | +0.04% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.75% | +0.06% | -2.09% | |
| 34 | FTCS | First Trust Capital Strength | ETF-Other | 0.73% | -0.12% | -0.33% | |
| 35 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.73% | +0.64% | +18.47% | |
| 36 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.72% | -0.11% | +6.02% | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.71% | -0.19% | -11.37% | |
| 38 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.65% | — | +1.42% | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.64% | -0.27% | -27.08% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.04% | +1.95% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.45% | +0.01% | +7.31% | |
| 42 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.40% | +0.03% | +1.79% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.40% | -0.08% | -0.40% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.03% | +6.34% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | -0.05% | -1.08% | |
| 46 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.32% | +0.04% | +12.01% | |
| 47 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.25% | -0.09% | +0.00% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.25% | +0.08% | +4.78% | |
| 49 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.24% | +0.04% | +12.71% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | — | +32.38% |
According to official SEC Form 13F filings, TD Capital Management LLC reported a total U.S. public equity portfolio value of $1.2B across 818 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, VTI, BSV) accounted for 35.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPYM
市值: $1.4M
Top Position Liquidated / Trimmed
ITOT
前期市值: $199.0M
During Q4 2025, TD Capital Management LLC's top holdings by market value included ITOT (17.9%)、VTI (7.7%)、BSV (5.0%). The largest single position, ITOT, represented 17.9% of total portfolio value.
In Q4 2025, TD Capital Management LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 19 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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