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CIK: 0001551017
Total reported value
$5.4B
$5.4B
1535 檔
21.8%
At the close of Q3 2025, TD Private Client Wealth LLC disclosed equity holdings valued at approximately $5.4B, spread across 1535 reported holdings.
In Q3 2025, TD Private Client Wealth LLC displayed an active expansion posture, initiating 5 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1535 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 | 8.04% | +0.62% | +5.63% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.62% | +0.21% | +7.77% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.84% | -0.10% | -6.51% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.73% | -0.25% | +7.95% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.49% | -0.17% | +4.91% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.30% | +0.12% | +14.98% | |
| 7 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.27% | +0.34% | +12.45% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.25% | -0.15% | +0.27% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.16% | +0.22% | +22.58% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.14% | -0.16% | +14.38% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.13% | +0.37% | +7.33% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.74% | -0.19% | +3.66% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.17% | -0.92% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.27% | -0.04% | +13.19% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.20% | -0.12% | +6.18% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.16% | +0.30% | -2.87% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | — | +11.19% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.13% | — | +13.52% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.10% | -0.16% | +15.48% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.07% | -0.09% | +14.19% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | — | +0.94% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | +0.07% | -1.29% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | -0.01% | -8.39% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.02% | -6.41% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.86% | -0.06% | +18.76% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.81% | +0.01% | +1.58% | |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.81% | +0.37% | +460.63% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.04% | -3.20% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | +0.01% | -8.30% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.13% | +0.44% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.04% | -0.98% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | — | -11.27% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.03% | -12.44% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.57% | +0.03% | +12.64% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.56% | +0.05% | -5.41% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.53% | — | +2.62% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.11% | +11.03% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.51% | +0.01% | +2.51% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | — | -5.71% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.49% | -0.01% | -20.57% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | +0.01% | -5.52% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | +1.55% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | +0.05% | +16.50% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.02% | +2.06% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.02% | -20.15% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.01% | -2.81% | |
| 47 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.39% | -0.02% | +14.80% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.38% | -0.03% | +3.96% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.35% | -0.02% | -6.22% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.35% | +0.01% | -6.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.8% | +5.63% | Add |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | +0.6% | +12.45% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +7.77% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +11.19% | Add |
| 5 | DGRO | Ishares Core Dividend Growth | +0.4% | +14.98% | Add |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | +22.58% | Add |
| 7 | VXF | Vanguard Extended Market ETF | +0.2% | +7.33% | Add |
| 8 | IDV | Ishares International Select | +0.1% | +33.86% | Add |
| 9 | MSFT | Microsoft CORP | +0.1% | -0.92% | Trim |
| 10 | AVGO | Broadcom Inc | +0.1% | -20.15% | Trim |
| 11 | XLF | Ss Financial Select Sector | +0.1% | +545.21% | Add |
| 12 | VONG | Vanguard Russell 1000 Growth | +0.1% | -5.41% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.03% | Trim |
| 14 | BTI | British American Tob-sp Adr | +0.1% | +12.86% | Add |
| 15 | COF | Capital One Financial CORP | +0.1% | -1.38% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +7.67% | Add |
| 17 | APH | Amphenol Corp-cl A | +0.1% | -2.80% | Add |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +18.76% | Add |
| 19 | SCHG | Schwab US Large-cap Growth | +0.1% | +2.51% | Add |
| 20 | GLD | Spdr Gold Shares | +0.1% | +2.06% | Add |
| 21 | WFC | Wells Fargo & Co | +0.1% | +48.44% | Add |
| 22 | VO | Vanguard Mid-cap ETF | +0.1% | +16.50% | Add |
| 23 | EFA | Ishares Msci Eafe ETF | 0% | +13.52% | Add |
| 24 | VCIT | Vanguard Int-term Corporate | 0% | +12.64% | Add |
| 25 | IEMG | Ishares Core Msci Emerging | 0% | -2.87% | Add |
| 26 | IVW | Ishares S&p 500 Growth ETF | 0% | -11.27% | Trim |
| 27 | META | Meta Platforms Inc-class A | — | +0.44% | Trim |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | +0.94% | Add |
| 29 | AGG | Ishares Core U.s. Aggregate | 0% | +14.19% | Add |
| 30 | VGSH | Vanguard Short-term Treasury | 0% | +14.38% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.1% | -6.41% | Trim |
| 32 | AMZN | Amazon.com Inc | -0.1% | -3.20% | Trim |
| 33 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +13.19% | Add |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +6.18% | Add |
| 35 | VTV | Vanguard Value ETF | -0.1% | +1.58% | Add |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | +15.48% | Add |
| 37 | FISV | Fiserv Inc | -0.1% | -88.53% | Trim |
| 38 | MRK | Merck & Co. Inc. | -0.1% | -61.24% | Trim |
| 39 | IUSV | Ishares Core S&p U.s. Value | -0.2% | -26.64% | Trim |
| 40 | VIG | Vanguard Dividend Apprec ETF | -0.2% | +0.27% | Add |
| 41 | KVUE | Kenvue Inc | -0.2% | -80.83% | Trim |
| 42 | CRM | Salesforce Inc | -0.2% | -59.72% | Trim |
| 43 | VMBS | Vanguard Mortgage-backed Sec | -0.3% | +7.95% | Add |
| 44 | GOVT | Ishares US Treasury Bond ETF | -0.4% | +4.91% | Add |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -6.51% | Trim |
| 46 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 47 | SPMO | Invesco S&p 500 Momentum ETF | — | NEW | New buy |
| 48 | RTX | Rtx CORP | — | NEW | New buy |
| 49 | TTEN | Totalenergies Se -spon Adr | — | NEW | New buy |
| 50 | UBER | Uber Technologies Inc | — | NEW | New buy |
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 1535 disclosed positions in Q3 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 SPYM, IEFA, SPY) accounted for 21.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
QQQ
市值: $46.1M
Top Position Liquidated / Trimmed
SPY
前期市值: $195.1M
During Q3 2025, TD Private Client Wealth LLC's top holdings by market value included SPYM (8.0%)、IEFA (5.6%)、SPY (4.8%). The largest single position, SPYM, represented 8.0% of total portfolio value.
In Q3 2025, TD Private Client Wealth LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 13 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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