TD Private Client Wealth LLC — Q4 2025 13F Holdings

Name: TD Private Client Wealth LLC — 13F Holdings, Q4 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 1632 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	8.40%	-0.12%	+7.96%
2	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	5.97%	+0.40%	+9.72%
3	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	4.97%	+0.18%	+10.94%
4	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	4.48%	-0.38%	-4.25%
5	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	3.67%	+0.21%	+11.48%
6	DGRO	Ishares Core Dividend Growth	ETF-Other	2.55%	+0.17%	+14.66%
7	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	2.43%	-0.17%	+10.72%
8	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	2.38%	+0.22%	+16.74%
9	VXF	Vanguard Extended Market ETF	ETF-Other	2.30%	+0.19%	+14.68%
10	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	2.24%	+0.27%	+10.94%
11	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.20%	—	+1.31%
12	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	1.60%	-0.18%	-2.33%
13	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	1.30%	+0.03%	+10.60%
14	MSFT	Microsoft CORP	Stock-Tech	1.25%	-0.34%	-0.28%
15	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.21%	+0.32%	+7.65%
16	EFA	Ishares Msci Eafe ETF	ETF-Other	1.13%	+0.04%	+2.76%
17	NVDA	Nvidia CORP	Stock-Tech	1.13%	-0.09%	+3.53%
18	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	1.08%	+0.06%	-4.68%
19	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	1.05%	—	+0.95%
20	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.05%	—	+3.99%
21	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.03%	—	+1.42%
22	IWF	Ishares Russell 1000 Growth	ETF-Other	1.01%	-0.12%	+3.48%
23	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.96%	—	+4.58%
24	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.92%	—	-8.36%
25	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.92%	+0.16%	+13.56%
26	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	0.86%	-0.20%	+14.61%
27	VTV	Vanguard Value ETF	ETF-Other	0.80%	—	+1.43%
28	AMZN	Amazon.com INC	Stock-Consumer Disc	0.77%	-0.12%	-0.60%
29	AAPL	Apple INC	Stock-Tech	0.73%	+0.13%	+6.77%
30	IWD	Ishares Russell 1000 Value E	ETF-Other	0.70%	-0.30%	+46.22%
31	VUG	Vanguard Growth ETF	ETF-Other	0.67%	—	-3.70%
32	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.65%	-0.11%	+3.14%
33	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.62%	—	+16.38%
34	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.60%	-0.07%	-6.44%
35	VO	Vanguard Mid-cap ETF	ETF-Other	0.60%	—	+44.78%
36	SCHG	Schwab US Large-cap Growth	ETF-Other	0.59%	—	+20.10%
37	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.58%	—	+6.74%
38	JPM	Jpmorgan Chase & Co	Stock-Financials	0.57%	-0.12%	-1.76%
39	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.51%	—	+2.34%
40	META	Meta Platforms Inc-class A	Stock-Comm Services	0.49%	-0.09%	-15.85%
41	AVGO	Broadcom INC	Stock-Tech	0.48%	—	+16.49%
42	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.46%	—	-3.71%
43	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.43%	—	-6.74%
44	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.41%	—	-6.57%
45	HYS	Pimco 0-5 Year H/y CORP Bond	ETF-Corp Bonds	0.40%	—	+9.10%
46	GLD	Spdr Gold Shares	ETF-Commodities	0.39%	—	-11.84%
47	IDV	Ishares International Select	ETF-Other	0.39%	—	+11.17%
48	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.36%	—	+0.98%
49	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.36%	+0.14%	+14.35%
50	ABBV	Abbvie INC	Stock-Healthcare	0.33%	—	-12.61%

1–50 of 200

Holding changes this quarter

Position changes disclosed by TD Private Client Wealth LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.4%	+7.96%	Add
2	IEFA	Ishares Core Msci Eafe ETF	+0.4%	+9.72%	Add
3	DGRO	Ishares Core Dividend Growth	+0.3%	+14.66%	Add
4	VMBS	Vanguard Mortgage-backed Sec	+0.2%	+10.94%	Add
5	IGIB	Ishares 5-10y Inv Grade CORP	+0.2%	+16.74%	Add
6	IWD	Ishares Russell 1000 Value E	+0.2%	+46.22%	Add
7	GOVT	Ishares US Treasury Bond ETF	+0.2%	+11.48%	Add
8	VXF	Vanguard Extended Market ETF	+0.2%	+14.68%	Add
9	VOOG	Vanguard S&p 500 Growth ETF	+0.2%	+10.72%	Add
10	VO	Vanguard Mid-cap ETF	+0.2%	+44.78%	Add
11	GOOGL	Alphabet Inc-cl A	+0.1%	+3.14%	Add
12	VGSH	Vanguard Short-term Treasury	+0.1%	+10.94%	Add
13	VONV	Vanguard Russell 1000 Value	+0.1%	+141.10%	Add
14	SCHG	Schwab US Large-cap Growth	+0.1%	+20.10%	Add
15	EFV	Ishares Msci Eafe Value ETF	+0.1%	+103.03%	Add
16	AVGO	Broadcom INC	+0.1%	+16.49%	Add
17	TMO	Thermo Fisher Scientific INC	+0.1%	+89.65%	Add
18	IGSB	Ishares 1-5y Inv Grade CORP	+0.1%	+13.56%	Add
19	VONG	Vanguard Russell 1000 Growth	+0.1%	+16.38%	Add
20	CME	Cme Group INC	+0.1%	+132.69%	Add
21	VV	Vanguard Large-cap ETF	+0.1%	+92.16%	Add
22	GILD	Gilead Sciences INC	+0.1%	+27.50%	Add
23	FESM	Fidelity Enhanced Small Cap	+0.1%	+675.30%	Add
24	GS	Goldman Sachs Group INC	+0.1%	+85.87%	Add
25	IEMG	Ishares Core Msci Emerging	+0.1%	+7.65%	Add
26	SPMO	Invesco S&p 500 Momentum ETF	+0.1%	+14.61%	Add
27	AAPL	Apple INC	+0.1%	+6.77%	Add
28	IDV	Ishares International Select	+0.1%	+11.17%	Add
29	SUB	Ishares Short-term National	+0.1%	+26.78%	Add
30	URTH	Ishares Msci World ETF	+0.1%	+124.78%	Add
31	HYLB	Xtrackers Usd High Yield Cor	0%	+21.59%	Add
32	TFI	Ss Spdr N Ice Muni Bond ETF	0%	+24.18%	Add
33	SPTS	Ss Spdr P St Term Tsy ETF	0%	+669.23%	Add
34	TLT	Ishares 20+ Year Treasury Bd	0%	+10.60%	Add
35	IWM	Ishares Russell 2000 ETF	0%	+14.35%	Add
36	GOOG	Alphabet Inc-cl C	0%	-2.50%	Trim
37	IVV	Ishares Core S&p 500 ETF	0%	+4.58%	Add
38	EFA	Ishares Msci Eafe ETF	—	+2.76%	Add
39	VIG	Vanguard Dividend Apprec ETF	-0.1%	+1.31%	Add
40	ABBV	Abbvie INC	-0.1%	-12.61%	Trim
41	VZ	Verizon Communications INC	-0.1%	-32.85%	Trim
42	QQQ	Invesco Qqq Trust Series 1	-0.1%	-8.36%	Trim
43	VCSH	Vanguard S/t CORP Bond ETF	-0.1%	-4.68%	Trim
44	NFLX	Netflix INC	-0.1%	+372.22%	Add
45	MSFT	Microsoft CORP	-0.2%	-0.28%	Trim
46	META	Meta Platforms Inc-class A	-0.2%	-15.85%	Trim
47	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.4%	-4.25%	Trim
48	TTE	Totalenergies Se	—	NEW	New buy
49	TTEN	Totalenergies Se -spon Adr	—	EXIT	Sold out
50	UL	Unilever Plc-sponsored Adr	—	NEW	New buy