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CIK: 0001551017
Total reported value
$5.4B
$5.4B
1404 檔
20.0%
During the Q2 2025 filing period, TD Private Client Wealth LLC (CIK: 0001551017) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.4B across 1404 reported positions.
During Q2 2025, TD Private Client Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1404 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.70% | +0.62% | +7.18% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.43% | +0.21% | +6.21% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.23% | -0.10% | -1.18% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.71% | -0.25% | +5.55% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.61% | -0.17% | +4.68% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.32% | -0.15% | +1.34% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.05% | +0.12% | +16.38% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.04% | -0.16% | +4.92% | |
| 9 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.01% | +0.34% | +12.59% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.99% | +0.37% | +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% | -0.19% | -2.34% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | -0.17% | -1.70% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.22% | -0.12% | +6.75% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.21% | -0.04% | +5.36% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.19% | +0.30% | +4.52% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.10% | -0.01% | -17.61% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +0.07% | — | |
| 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% | — | -1.92% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.04% | -0.16% | -2.64% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.02% | +4.41% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.01% | -0.09% | +3.32% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | — | +0.86% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.04% | +2.84% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | +0.01% | +3.41% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.78% | -0.06% | +10.62% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.78% | +0.01% | -3.63% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | — | +7.20% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.13% | -4.44% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.03% | +1.69% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.01% | +17.63% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.60% | +0.04% | +1.09% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.59% | +0.05% | +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% | +0.03% | +9.76% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.54% | +0.01% | +3.26% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.49% | +0.01% | +7.69% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.02% | +11.55% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.46% | -0.02% | -9.78% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | -4.71% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | -0.03% | -12.64% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | +0.05% | +4.97% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.02% | +14.63% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.01% | -7.74% | |
| 47 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.37% | -0.02% | -7.92% | |
| 48 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.37% | -0.02% | +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% | +0.01% | +1.51% |
According to official SEC Form 13F filings, TD Private Client Wealth LLC reported a total U.S. public equity portfolio value of $5.4B across 1404 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IEFA, SPY) accounted for 20.0% of total reported equity market value during Q2 2025.
During Q2 2025, TD Private Client Wealth LLC's top holdings by market value included SPYM (7.7%)、IEFA (5.4%)、SPY (5.2%). The largest single position, SPYM, represented 7.7% of total portfolio value.
In Q2 2025, TD Private Client Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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