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CIK: 0001551017
Total reported value
$5.4B
$5.4B
1649 檔
24.6%
The Q1 2026 SEC filing reveals that TD Private Client Wealth LLC held a total portfolio value of $5.4B, covering 1649 public equity positions.
TD Private Client Wealth LLC executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 3 holdings and trimming 85 positions.
Showing top 200 holdings (of 1649 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 | 8.28% | +0.62% | +6.13% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.37% | +0.21% | +8.35% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.15% | -0.25% | +6.65% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.10% | -0.10% | -1.54% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.88% | -0.17% | +9.32% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.72% | +0.12% | +8.59% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.60% | +0.22% | +13.62% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.51% | -0.16% | +15.49% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.49% | +0.37% | +12.76% | |
| 10 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.26% | +0.34% | +4.05% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.09% | -0.15% | -0.35% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.53% | +0.30% | +25.62% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.42% | -0.19% | -8.51% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.33% | -0.04% | +5.42% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.17% | — | +5.27% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.14% | -0.12% | +9.74% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.08% | -0.06% | +21.15% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | — | +1.06% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.02% | -0.09% | +0.61% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.01% | -0.16% | -0.73% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.02% | +10.81% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | — | +0.46% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.17% | -2.47% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.89% | -0.01% | +0.27% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.87% | +0.07% | +2.69% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.86% | +0.04% | +29.46% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.75% | +0.01% | -5.80% | |
| 28 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.66% | +0.05% | +20.63% | |
| 29 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.66% | +0.37% | -16.49% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.04% | -3.42% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | +0.05% | +8.95% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.01% | +5.46% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.58% | +0.03% | +4.94% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.56% | -0.04% | +268.73% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.55% | +0.01% | +7.73% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.11% | -5.83% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | — | -1.76% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | -0.04% | +41.21% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.48% | — | -0.54% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.47% | -0.01% | -0.55% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | — | +0.63% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.03% | -10.80% | |
| 43 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.44% | -0.02% | +14.41% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.02% | +1.22% | |
| 45 | IDV | Ishares International Select | ETF-Other | 0.42% | -0.04% | +2.97% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.40% | +0.01% | -41.74% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.15% | +16.00% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.13% | -3.25% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.38% | -0.10% | +26.48% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.37% | -0.02% | -10.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFV | Ishares Msci Eafe Value ETF | +0.4% | +268.73% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +8.35% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.3% | +25.62% | Add |
| 4 | VGSH | Vanguard Short-term Treasury | +0.3% | +15.49% | Add |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +13.62% | Add |
| 6 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +9.32% | Add |
| 7 | VXF | Vanguard Extended Market ETF | +0.2% | +12.76% | Add |
| 8 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | +6.65% | Add |
| 9 | DGRO | Ishares Core Dividend Growth | +0.2% | +8.59% | Add |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +21.15% | Add |
| 11 | IWM | Ishares Russell 2000 ETF | +0.1% | +41.21% | Add |
| 12 | CVX | Chevron CORP | +0.1% | +16.00% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +29.46% | Add |
| 14 | AMT | American Tower CORP | +0.1% | +602.00% | Add |
| 15 | VZ | Verizon Communications Inc | +0.1% | +31.87% | Add |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +9.74% | Add |
| 17 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.1% | +29.70% | Add |
| 18 | IWB | Ishares Russell 1000 ETF | +0.1% | +26.48% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +52.29% | Add |
| 20 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +55.17% | Add |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +73.96% | Add |
| 22 | SCHM | Schwab US Mid Cap ETF | +0.1% | +462.47% | Add |
| 23 | MDLZ | Mondelez International Inc-a | +0.1% | +93.12% | Add |
| 24 | WSO | Watsco Inc | +0.1% | +191.85% | Add |
| 25 | WEC | Wec Energy Group Inc | +0.1% | +63.75% | Add |
| 26 | KIM | Kimco Realty CORP | +0.1% | +4109.97% | Add |
| 27 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +139.74% | Add |
| 28 | EFA | Ishares Msci Eafe ETF | 0% | +5.27% | Add |
| 29 | VONG | Vanguard Russell 1000 Growth | 0% | +20.63% | Add |
| 30 | HYS | Pimco 0-5 Year H/y CORP Bond | 0% | +14.41% | Add |
| 31 | SCHD | Schwab US Dvd Equity ETF | 0% | -0.55% | Trim |
| 32 | T | At&t Inc | 0% | +27.74% | Add |
| 33 | PAYX | Paychex Inc | 0% | +75.18% | Add |
| 34 | TTE | TotalEnergies SE | 0% | -4.79% | Trim |
| 35 | ASML | ASML Holding N.V. | 0% | +79.42% | Add |
| 36 | MDLN | Medline Inc-cl A | 0% | +22902.23% | Add |
| 37 | VV | Vanguard Large-cap ETF | 0% | +36.01% | Add |
| 38 | TLT | Ishares 20+ Year Treasury Bd | 0% | +5.42% | Add |
| 39 | HYLB | Xtrackers Usd High Yield Cor | 0% | +18.37% | Add |
| 40 | VO | Vanguard Mid-cap ETF | 0% | +8.95% | Add |
| 41 | IDV | Ishares International Select | 0% | +2.97% | Add |
| 42 | SUB | Ishares Short-term National | 0% | +13.09% | Add |
| 43 | SCHF | Schwab Intl Equity ETF | 0% | +582.25% | Add |
| 44 | ABNB | Airbnb Inc-class A | 0% | +238.32% | Add |
| 45 | VPL | Vanguard Ftse Pacific ETF | 0% | +3209.07% | Add |
| 46 | PAVE | Global X US Infrastructure | 0% | +624.14% | Add |
| 47 | FE | Firstenergy CORP | 0% | +21.64% | Add |
| 48 | GOOG | Alphabet Inc-cl C | 0% | +24.60% | Add |
| 49 | CME | Cme Group Inc | 0% | +16.44% | Add |
| 50 | FESM | Fidelity Enhanced Small Cap | 0% | +42.82% | Add |
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 1649 disclosed positions in Q1 2026.
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, VMBS) accounted for 24.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
NLR
市值: $6.0M
Top Position Liquidated / Trimmed
AMCR
前期市值: $2.2M
During Q1 2026, TD Private Client Wealth LLC's top holdings by market value included SPYM (8.3%)、IEFA (6.4%)、VMBS (5.2%). The largest single position, SPYM, represented 8.3% of total portfolio value.
In Q1 2026, TD Private Client Wealth LLC made 200 total portfolio adjustments, initiating 5 new buys, adding to 107 positions, trimming 85 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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