§ 13F · FUND PROFILE
TD PRIVATE CLIENT WEALTH LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.4B (13F)Positions · 1535Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 5.22M | $399M | 8.3% | +6% |
| 2 | IEFA | ISHARES TR | 3.39M | $307M | 6.4% | +8% |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS | 5.29M | $248M | 5.2% | +7% |
| 4 | SPY | SPDR S&P 500 ETF TR | 304K | $198M | 4.1% | −2% |
| 5 | GOVT | ISHARES TR | 8.17M | $187M | 3.9% | +9% |
| 6 | DGRO | ISHARES TR | 1.87M | $131M | 2.7% | +9% |
| 7 | IGIB | ISHARES TR | 2.36M | $125M | 2.6% | +14% |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | 2.07M | $121M | 2.5% | +15% |
| 9 | VXF | VANGUARD INDEX FDS | 583K | $120M | 2.5% | +13% |
| 10 | VOOG | VANGUARD ADMIRAL FDS INC | 267K | $109M | 2.3% | +4% |
§ 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 $4.4 billion in assets. The fund runs a massive portfolio of 1,535 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed