§ 13F · FUND PROFILE
TD PRIVATE CLIENT WEALTH LLC.
AUM · $5.4B (13F)Positions · 1698Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 5.51M | $484M | 8.9% | +6% |
| 2 | IEFA | ISHARES TR CORE MSCI EAFE ETF | 3.71M | $358M | 6.6% | +9% |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF | 5.69M | $267M | 4.9% | +8% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 292K | $218M | 4.0% | −4% |
| 5 | GOVT | ISHARES TR U S TREAS BD ETF | 8.86M | $202M | 3.7% | +8% |
| 6 | VXF | VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | 632K | $156M | 2.9% | +8% |
| 7 | DGRO | ISHARES TR CORE DIVID GROWTH ETF | 2.04M | $154M | 2.8% | +9% |
| 8 | IGIB | ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF | 2.88M | $153M | 2.8% | +22% |
| 9 | VOOG | VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS | 1.72M | $142M | 2.6% | +542% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD | 2.20M | $128M | 2.4% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TD SIGNAL
AC read
TD PRIVATE CLIENT WEALTH LLC is a Other fund managing $5.4 billion in assets. The fund runs a massive portfolio of 1,698 positions.
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