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CIK: 0001551017
Total reported value
$5.5B
$5.5B
1535 檔
21.4%
At the close of Q3 2025, TD Private Client Wealth LLC disclosed equity holdings valued at approximately $5.5B, spread across 1535 reported holdings.
In Q3 2025, TD Private Client Wealth LLC displayed an active expansion posture, initiating 13 new positions and adding to 117 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% | +0.51% | +5.63% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.62% | +0.34% | +7.77% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.84% | -0.13% | -6.51% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.73% | -0.10% | +7.95% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.49% | -0.01% | +4.91% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.30% | +0.11% | +14.98% | |
| 7 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.27% | +0.22% | +12.45% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.25% | -0.12% | +0.27% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.16% | +0.13% | +22.58% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.14% | +0.05% | +14.38% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.13% | -0.01% | +7.33% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.74% | -0.05% | +3.66% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | +0.33% | -0.92% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.27% | -0.09% | +13.19% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.20% | -0.06% | +6.18% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.16% | +0.12% | -2.87% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.12% | +11.19% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.13% | -0.01% | +13.52% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.10% | -0.08% | +15.48% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.07% | +0.31% | +14.19% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | -0.05% | +0.94% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | -0.94% | EXIT | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | +0.07% | -8.39% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.05% | -6.41% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.86% | +0.04% | +18.76% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.81% | -0.03% | +1.58% | |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.81% | +0.01% | +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% | +0.03% | -8.30% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | +0.09% | +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% | +0.01% | -11.27% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.01% | -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% | +0.02% | -5.41% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.53% | -0.01% | +2.62% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.02% | +11.03% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.51% | +0.03% | +2.51% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | -0.04% | -5.71% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.49% | +0.08% | -20.57% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | +0.06% | -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% | +0.02% | +16.50% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | +0.02% | +2.06% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | -0.03% | -20.15% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | -0.04% | -2.81% | |
| 47 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.39% | +0.01% | +14.80% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.38% | +0.02% | +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% | — | -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 | GE | General Electric | +0.1% | +17.58% | Add |
| 19 | TTC | Toro Co | +0.1% | +14306.04% | Add |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +18.76% | Add |
| 21 | SCHG | Schwab US Large-cap Growth | +0.1% | +2.51% | Add |
| 22 | GLD | Spdr Gold Shares | +0.1% | +2.06% | Add |
| 23 | ORLY | O'reilly Automotive Inc | +0.1% | +11.43% | Add |
| 24 | GSK | Gsk Plc-spon Adr | +0.1% | +11.76% | Add |
| 25 | COLB | Columbia Banking System Inc | +0.1% | +1401.52% | Add |
| 26 | MCHP | Microchip Technology Inc | +0.1% | +258.85% | Add |
| 27 | KMB | Kimberly-clark CORP | +0.1% | +62.46% | Add |
| 28 | WFC | Wells Fargo & Co | +0.1% | +48.44% | Add |
| 29 | TSLA | Tesla Inc | +0.1% | +2.96% | Add |
| 30 | MDLZ | Mondelez International Inc-a | +0.1% | +344.12% | Add |
| 31 | ANET | Arista Networks Inc | +0.1% | +192.17% | Add |
| 32 | CL | Colgate-palmolive Co | +0.1% | +1485.79% | Add |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +8.64% | Add |
| 34 | VO | Vanguard Mid-cap ETF | +0.1% | +16.50% | Add |
| 35 | SUB | Ishares Short-term National | +0.1% | +18.50% | Add |
| 36 | CVS | Cvs Health CORP | +0.1% | +17.11% | Add |
| 37 | FE | Firstenergy CORP | +0.1% | +23.56% | Add |
| 38 | ADSK | Autodesk Inc | +0.1% | +46.23% | Add |
| 39 | PNW | Pinnacle West Capital | +0.1% | +1151.10% | Add |
| 40 | HSY | Hershey Co/the | +0.1% | +4700.44% | Add |
| 41 | CME | Cme Group Inc | +0.1% | +118.25% | Add |
| 42 | EFA | Ishares Msci Eafe ETF | 0% | +13.52% | Add |
| 43 | HYLB | Xtrackers Usd High Yield Cor | 0% | +22.40% | Add |
| 44 | IUSG | Ishares Core S&p U.s. Growth | 0% | +2.26% | Add |
| 45 | PFE | Pfizer Inc | 0% | +52.62% | Add |
| 46 | T | At&t Inc | 0% | +35.11% | Add |
| 47 | GEV | GE Vernova Inc | 0% | -25.39% | Trim |
| 48 | SCHW | Schwab (charles) CORP | 0% | +4.49% | Add |
| 49 | SLV | Ishares Silver Trust | 0% | +10.38% | Add |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +15.72% | Trim |
According to official SEC Form 13F filings, TD Private Client Wealth LLC reported a total U.S. public equity portfolio value of $5.5B 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 21.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
QQQ
市值: $46.1M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $3.1M
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 200 total portfolio adjustments, initiating 13 new buys, adding to 117 positions, trimming 67 holdings, and fully liquidating 3 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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