TD PRIVATE CLIENT WEALTH LLC
CIK 0001551017 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
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
Top Holdings
SPYM
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF
8.9%
IEFA
ISHARES TR CORE MSCI EAFE ETF
6.6%
VMBS
VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF
4.9%
SPY
STATE STR SPDR S&P 500 ETF TR TR UNIT
4.0%
GOVT
ISHARES TR U S TREAS BD ETF
3.7%
VXF
VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF
2.9%
DGRO
ISHARES TR CORE DIVID GROWTH ETF
2.8%
IGIB
ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.