TD PRIVATE CLIENT WEALTH LLC

Name: TD PRIVATE CLIENT WEALTH LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001551017 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗

TD PRIVATE CLIENT WEALTH LLC reported 1,698 positions worth $5.44B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: SPYM (8.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$5.44B

2026 Q2

Positions

1,698

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

41.6%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 1698 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPYM	SPDR SER TR STATE STR SPDR PORT S&P 500 ETF	SH	$484.1M	8.90%	5,508,862	—	—
▸ 2	IEFA	ISHARES TR CORE MSCI EAFE ETF	SH	$357.9M	6.58%	3,705,860	—	—
▸ 3	VMBS	VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF	SH	$266.5M	4.90%	5,693,728	—	—
▸ 4	SPY	STATE STR SPDR S&P 500 ETF TR TR UNIT	SH	$217.8M	4.00%	291,642	—	—
▸ 5	GOVT	ISHARES TR U S TREAS BD ETF	SH	$201.9M	3.71%	8,863,673	—	—
▸ 6	VXF	VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF	SH	$155.7M	2.86%	632,279	—	—
▸ 7	DGRO	ISHARES TR CORE DIVID GROWTH ETF	SH	$154.3M	2.84%	2,036,157	—	—
▸ 8	IGIB	ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF	SH	$153.3M	2.82%	2,883,337	—	—
▸ 9	VOOG	VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS	SH	$141.7M	2.60%	1,715,087	—	—
▸ 10	VGSH	VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD	SH	$128.1M	2.35%	2,200,571	—	—

The free plan shows the top 10 positions. The remaining 1688 positions, the full portfolio and quarter changes unlock with Pro.

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does TD PRIVATE CLIENT WEALTH LLC hold as of Q2 2026?

TD PRIVATE CLIENT WEALTH LLC reported 1698 positions worth $5.44B in its Q2 2026 13F filing. Largest positions: SPYM (8.9%), IEFA (6.6%), VMBS (4.9%), SPY (4.0%) and GOVT (3.7%).

What did TD PRIVATE CLIENT WEALTH LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did TD PRIVATE CLIENT WEALTH LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.