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CIK: 0001551017
Total reported value
$5.5B
$5.5B
1698 檔
27.5%
According to the latest 13F quarterly dataset, TD Private Client Wealth LLC managed an equity portfolio of $5.5B at the end of Q2 2026, spanning 1698 distinct U.S. exchange-listed positions.
TD Private Client Wealth LLC executed strategic sector rebalancing during Q2 2026, establishing 4 new positions while fully exiting 1 holdings and trimming 87 positions.
Showing top 200 holdings (of 1698 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 | 8.90% | +0.51% | +5.56% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.58% | +0.34% | +9.18% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.90% | -0.10% | +7.65% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.00% | -0.13% | -4.00% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.71% | -0.01% | +8.49% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.86% | -0.01% | +8.38% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.84% | +0.11% | +8.85% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.82% | +0.13% | +22.37% | |
| 9 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.60% | +0.22% | +542.41% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.35% | +0.05% | +6.29% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.94% | -0.12% | -4.70% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.83% | +0.12% | +13.20% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.29% | -0.09% | +10.18% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.23% | -0.05% | -1.55% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.17% | -0.01% | +5.16% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.12% | -1.77% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.03% | +0.01% | +22.71% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.02% | -0.06% | +1.18% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.02% | +0.04% | +7.00% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.05% | +0.61% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.05% | -1.36% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | -0.94% | EXIT | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.93% | +0.31% | +3.81% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.04% | +3.48% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.88% | +0.07% | +286.24% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.85% | -0.08% | -3.95% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.76% | -0.03% | +2.21% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | +0.33% | -9.16% | |
| 29 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.71% | +0.02% | +4.33% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | -0.04% | +4.91% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.68% | +0.02% | +336.57% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.02% | +8.09% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.03% | +481.68% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.61% | -0.03% | +17.99% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.55% | +0.03% | -1.94% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.01% | -7.51% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.52% | +0.05% | +1.46% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.48% | -0.01% | +11.35% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.04% | -1.44% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | +0.08% | +6.99% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.03% | -14.66% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -0.03% | -4.57% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.01% | -5.70% | |
| 44 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.42% | +0.01% | +7.18% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.41% | +0.06% | +1.86% | |
| 46 | IDV | Ishares International Select | ETF-Other | 0.38% | +0.01% | +5.95% | |
| 47 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.35% | +0.03% | +17.75% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | +0.02% | +24.93% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | -0.02% | -1.29% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.33% | -0.03% | +3.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +5.56% | Add |
| 2 | VXF | Vanguard Extended Market ETF | +0.4% | +8.38% | Add |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | +0.4% | +22.71% | Add |
| 4 | VOOG | Vanguard S&p 500 Growth ETF | +0.3% | +542.41% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +0.3% | +13.20% | Add |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +22.37% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +9.18% | Add |
| 8 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +603.51% | Add |
| 9 | MU | Micron Technology Inc | +0.2% | -21.13% | Trim |
| 10 | DGRO | Ishares Core Dividend Growth | +0.1% | +8.85% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.09% | Add |
| 12 | KLAC | Kla CORP | +0.1% | +1234.69% | Add |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -4.32% | Trim |
| 14 | SMG | Scotts Miracle-gro Co | +0.1% | +1241.85% | Add |
| 15 | FESM | Fidelity Enhanced Small Cap | +0.1% | +36.87% | Add |
| 16 | ✓ | +0.1% | NEW | New buy | |
| 17 | UNM | Unum Group | +0.1% | +14140.81% | Add |
| 18 | AMD | Advanced Micro Devices | +0.1% | -14.50% | Trim |
| 19 | ✓ | +0.1% | NEW | New buy | |
| 20 | IMTM | Ishares Msci Intl Momentum F | +0.1% | +211.53% | Add |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | +105.10% | Add |
| 22 | VONG | Vanguard Russell 1000 Growth | +0.1% | +4.33% | Add |
| 23 | VO | Vanguard Mid-cap ETF | +0.1% | +336.57% | Add |
| 24 | CVS | Cvs Health CORP | +0.1% | +3.68% | Add |
| 25 | AMAT | Applied Materials Inc | +0.1% | -15.48% | Trim |
| 26 | ASML | ASML Holding N.V. | +0.1% | +22.68% | Add |
| 27 | RF | Regions Financial CORP | +0.1% | +618.96% | Add |
| 28 | NI | Nisource Inc | +0.1% | +980.45% | Add |
| 29 | TAFI | AB Tax Aware Short Dur Muni | +0.1% | NEW | New buy |
| 30 | AAPL | Apple Inc | 0% | +3.48% | Add |
| 31 | AMZN | Amazon.com Inc | 0% | +4.91% | Add |
| 32 | IUSG | Ishares Core S&p U.s. Growth | 0% | +10.42% | Add |
| 33 | DVY | Ishares Select Dividend ETF | 0% | +29.74% | Add |
| 34 | ADP | Automatic Data Processing | 0% | +299.50% | Add |
| 35 | FMDE | Fidelity Enhanced Mid Cap Co | 0% | +169.06% | Add |
| 36 | STX | Seagate Technology Holdings plc | 0% | +3.95% | Add |
| 37 | CAT | Caterpillar Inc | 0% | +12.59% | Add |
| 38 | SNOW | Snowflake Inc | 0% | +121.96% | Add |
| 39 | TXN | Texas Instruments Inc | 0% | +11.18% | Add |
| 40 | IBB | Ishares Biotechnology ETF | 0% | +1079.33% | Add |
| 41 | VPL | Vanguard Ftse Pacific ETF | 0% | +87.17% | Add |
| 42 | WMB | Williams Cos Inc | 0% | +906.69% | Add |
| 43 | VCIT | Vanguard Int-term Corporate | 0% | +17.99% | Add |
| 44 | VGT | Vanguard Info Tech ETF | 0% | +686.46% | Add |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 0% | -6.78% | Trim |
| 46 | CSCO | Cisco Systems Inc | 0% | -7.76% | Trim |
| 47 | VV | Vanguard Large-cap ETF | 0% | +16.87% | Add |
| 48 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +33.76% | Add |
| 49 | JNJ | Johnson & Johnson | 0% | +23.70% | Add |
| 50 | VCLT | Vanguard Long-term CORP Bond | 0% | +78.15% | Add |
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 1698 disclosed positions in Q2 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 27.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $3.5M
Top Position Liquidated / Trimmed
HON
前期市值: $6.5M
During Q2 2026, TD Private Client Wealth LLC's top holdings by market value included SPYM (8.9%)、IEFA (6.6%)、VMBS (4.9%). The largest single position, SPYM, represented 8.9% of total portfolio value.
In Q2 2026, TD Private Client Wealth LLC made 200 total portfolio adjustments, initiating 4 new buys, adding to 108 positions, trimming 87 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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