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CIK: 0001483824
Total reported value
$1.2B
$1.2B
853 檔
34.5%
During the Q1 2026 filing period, TD Capital Management LLC (CIK: 0001483824) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 853 reported positions.
In Q1 2026, TD Capital Management LLC displayed an active expansion posture, initiating 26 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 853 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 17.17% | -0.05% | -1.19% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.44% | +0.26% | +0.07% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.90% | -0.87% | -1.85% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.73% | +0.19% | +2.30% | |
| 5 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 3.76% | -0.32% | +1.08% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.62% | -0.01% | -0.56% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.50% | -0.68% | +0.77% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.39% | +0.06% | -1.20% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.01% | +0.23% | -0.47% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.43% | — | -0.07% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-Other | 2.37% | +0.10% | -0.41% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.34% | -0.44% | -0.81% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.25% | -0.15% | -2.69% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | +0.25% | +9.00% | |
| 15 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 1.83% | -0.17% | +5.20% | |
| 16 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.74% | +0.12% | +4.04% | |
| 17 | AZO | Autozone Inc | Stock-Consumer Disc | 1.52% | -0.18% | — | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.41% | — | +2.46% | |
| 19 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.37% | +0.07% | +14.85% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.25% | -0.04% | -2.20% | |
| 21 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 1.24% | -0.07% | +5.08% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.22% | -0.20% | +0.62% | |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.10% | +0.14% | -0.48% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.10% | -0.10% | -3.06% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 1.06% | -0.22% | +0.57% | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.06% | +0.01% | -0.51% | |
| 27 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.05% | +0.11% | +8.46% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.03% | +0.13% | +2.82% | |
| 29 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.01% | -0.18% | -4.55% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.96% | +0.03% | -0.67% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | -0.01% | -0.34% | |
| 32 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.83% | +0.64% | +12.79% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.75% | +0.02% | -0.12% | |
| 34 | FTCS | First Trust Capital Strength | ETF-Other | 0.74% | -0.12% | -0.11% | |
| 35 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.74% | -0.11% | +2.57% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.73% | +0.06% | -2.12% | |
| 37 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.73% | — | +12.22% | |
| 38 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.69% | -0.19% | -3.56% | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.51% | -0.27% | -20.55% | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.51% | +0.03% | +25.76% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.04% | +3.68% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.46% | +0.01% | -0.58% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.40% | -0.08% | -1.44% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.37% | -0.05% | +0.45% | |
| 45 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.32% | +0.04% | +2.79% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.36% | +168.68% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.03% | -0.56% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.25% | +0.08% | +5.83% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-Other | 0.24% | +0.06% | +25.32% | |
| 50 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.23% | +0.04% | +6.25% |
According to official SEC Form 13F filings, TD Capital Management LLC reported a total U.S. public equity portfolio value of $1.2B across 853 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, VTI, BSV) accounted for 34.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
VGIT
市值: $231.5K
Top Position Liquidated / Trimmed
CR
前期市值: $27.3K
During Q1 2026, TD Capital Management LLC's top holdings by market value included ITOT (17.2%)、VTI (7.4%)、BSV (4.9%). The largest single position, ITOT, represented 17.2% of total portfolio value.
In Q1 2026, TD Capital Management LLC made 178 total portfolio adjustments, initiating 26 new buys, adding to 86 positions, trimming 61 holdings, and fully liquidating 5 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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