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CIK: 0001551017
Total reported value
$5.4B
$5.4B
1632 檔
23.7%
In Q4 2025, TD Private Client Wealth LLC's U.S. equity holdings reached a combined market value of $5.4B, distributed across 1632 disclosed stock positions.
In Q4 2025, TD Private Client Wealth LLC displayed an active expansion posture, initiating 2 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IEFA, VMBS) accounted for 23.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
TTE
市值: $5.8M
Top Position Liquidated / Trimmed
TTEN
前期市值: $5.7M
Showing top 200 holdings (of 1632 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 | 8.40% | +0.62% | +7.96% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.97% | +0.21% | +9.72% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.97% | -0.25% | +10.94% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.48% | -0.10% | -4.25% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.67% | -0.17% | +11.48% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.55% | +0.12% | +14.66% | |
| 7 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.43% | +0.34% | +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% | +0.37% | +14.68% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.24% | -0.16% | +10.94% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.20% | -0.15% | +1.31% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.60% | -0.19% | -2.33% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.30% | -0.04% | +10.60% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | -0.17% | -0.28% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.21% | +0.30% | +7.65% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.13% | — | +2.76% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | — | +3.53% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.08% | -0.12% | -4.68% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.05% | -0.16% | +0.95% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.05% | -0.09% | +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% | -0.01% | +3.48% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.02% | +4.58% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | +0.07% | -8.36% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.92% | -0.06% | +13.56% | |
| 26 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.86% | +0.37% | +14.61% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.80% | +0.01% | +1.43% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.04% | -0.60% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.04% | +6.77% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.70% | +0.01% | +46.22% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | +0.01% | -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% | +0.05% | +16.38% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | — | -6.44% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.05% | +44.78% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.59% | +0.01% | +20.10% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.58% | +0.03% | +6.74% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.03% | -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% | -0.13% | -15.85% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | +0.02% | +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% | -0.01% | -6.74% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.41% | -0.02% | -6.57% | |
| 45 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.40% | -0.02% | +9.10% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.02% | -11.84% | |
| 47 | IDV | Ishares International Select | ETF-Other | 0.39% | -0.04% | +11.17% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | -0.03% | +0.98% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.36% | -0.04% | +14.35% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | +0.01% | -12.61% |
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 1632 disclosed positions in Q4 2025.
During Q4 2025, TD Private Client Wealth LLC's top holdings by market value included SPYM (8.4%)、IEFA (6.0%)、VMBS (5.0%). The largest single position, SPYM, represented 8.4% of total portfolio value.
In Q4 2025, TD Private Client Wealth LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 39 positions, trimming 8 holdings, and fully liquidating 1 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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