TD Private Client Wealth LLC — Q2 2025 13F Holdings

Name: TD Private Client Wealth LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001551017

Total reported value

$4.8B

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Full holdings list this quarter

Showing top 200 holdings (of 1404 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	7.70%	-0.12%	+7.18%
2	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	5.43%	+0.40%	+6.21%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	5.23%	-0.38%	-1.18%
4	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	4.71%	+0.18%	+5.55%
5	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	3.61%	+0.21%	+4.68%
6	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.32%	—	+1.34%
7	DGRO	Ishares Core Dividend Growth	ETF-Other	2.05%	+0.17%	+16.38%
8	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	2.04%	+0.27%	+4.92%
9	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	2.01%	-0.17%	+12.59%
10	VXF	Vanguard Extended Market ETF	ETF-Other	1.99%	+0.19%	+5.78%
11	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	1.90%	+0.22%	+12.31%
12	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	1.83%	-0.18%	-2.34%
13	MSFT	Microsoft CORP	Stock-Tech	1.50%	-0.34%	-1.70%
14	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	1.22%	+0.06%	+6.75%
15	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	1.21%	+0.03%	+5.36%
16	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.19%	+0.32%	+4.52%
17	IWF	Ishares Russell 1000 Growth	ETF-Other	1.10%	-0.12%	-17.61%
18	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.06%	—	—
19	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.05%	—	+0.65%
20	EFA	Ishares Msci Eafe ETF	ETF-Other	1.04%	+0.04%	-1.92%
21	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	1.04%	—	-2.64%
22	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.02%	—	+4.41%
23	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.01%	—	+3.32%
24	NVDA	Nvidia CORP	Stock-Tech	0.96%	-0.09%	+0.86%
25	AMZN	Amazon.com INC	Stock-Consumer Disc	0.87%	-0.12%	+2.84%
26	VTV	Vanguard Value ETF	ETF-Other	0.83%	—	+3.41%
27	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.78%	+0.16%	+10.62%
28	VUG	Vanguard Growth ETF	ETF-Other	0.78%	—	-3.63%
29	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.75%	-0.07%	+7.20%
30	META	Meta Platforms Inc-class A	Stock-Comm Services	0.74%	-0.09%	-4.44%
31	JPM	Jpmorgan Chase & Co	Stock-Financials	0.69%	-0.12%	+1.69%
32	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.65%	—	+17.63%
33	AAPL	Apple INC	Stock-Tech	0.60%	+0.13%	+1.09%
34	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.59%	—	+22.29%
35	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.55%	—	+3.74%
36	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.55%	—	-3.59%
37	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.55%	—	+9.76%
38	IWD	Ishares Russell 1000 Value E	ETF-Other	0.54%	-0.30%	+3.26%
39	SCHG	Schwab US Large-cap Growth	ETF-Other	0.49%	—	+7.69%
40	AVGO	Broadcom INC	Stock-Tech	0.47%	—	+11.55%
41	PM	Philip Morris International	Stock-Consumer Staples	0.46%	—	-9.78%
42	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.45%	—	-4.71%
43	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.40%	—	-12.64%
44	VO	Vanguard Mid-cap ETF	ETF-Other	0.40%	—	+4.97%
45	GLD	Spdr Gold Shares	ETF-Commodities	0.38%	—	+14.63%
46	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.37%	—	-7.74%
47	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.37%	—	-7.92%
48	HYS	Pimco 0-5 Year H/y CORP Bond	ETF-Corp Bonds	0.37%	—	+4.73%
49	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.37%	-0.11%	-14.19%
50	ABBV	Abbvie INC	Stock-Healthcare	0.37%	—	+1.51%

1–50 of 200