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Td Private Client Wealth LLC Top Holdings and 13F Report (2026)

About Td Private Client Wealth LLC

Investment Activity

  • Td Private Client Wealth LLC has $5.55 billion in total holdings as of September 30, 2026.
  • Td Private Client Wealth LLC owns shares of 1,784 different stocks, but just 77 companies or ETFs make up 80% of its holdings.
  • Approximately 6.87% of the portfolio was purchased this quarter.
  • About 3.92% of the portfolio was sold this quarter.
  • This quarter, Td Private Client Wealth LLC has purchased 1,697 new stocks and bought additional shares in 624 stocks.
  • Td Private Client Wealth LLC sold shares of 640 stocks and completely divested from 116 stocks this quarter.

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HLDGS CORP COM
$4,909,746 Holding
921910733 - Vanguard ESG U.S. Stock ETF
$1,842,259 Holding
30609A109 - ONEOK INC COM
$1,735,841 Holding
379577208 - Globus Medical
$733,571 Holding
872657101 - TPG
$664,245 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
308,268 shares (about $27.67M)
iShares Core MSCI EAFE ETF
256,681 shares (about $24.87M)
iShares National Muni Bond ETF
222,226 shares (about $22.47M)
iShares Core U.S. Aggregate Bond ETF
212,311 shares (about $20.07M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
9,687 shares (about $7.39M)
Vanguard Tax-Exempt Bond ETF
122,453 shares (about $5.80M)
Vanguard Long-Term Corporate Bond ETF
60,132 shares (about $4.12M)
Vanguard Long-Term Bond ETF
64,996 shares (about $4.08M)
Apple
11,192 shares (about $3.73M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTd Private Client Wealth LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$522,145,590$27,670,136 ▲5.6%5,817,1309.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$383,890,943$24,867,253 ▲6.9%3,962,5416.9%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$266,108,754$13,250,300 ▲5.2%5,992,0914.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$215,027,650$7,387,607 ▼-3.3%281,9553.9%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$205,270,138$11,421,608 ▲5.9%9,385,9233.7%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$163,710,024$18,533,988 ▲12.8%3,251,4402.9%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$163,465,971$9,960,076 ▲6.5%2,168,2712.9%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$157,926,341$11,471,482 ▲7.8%681,8042.8%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$156,354,356$9,748,736 ▲6.6%1,829,1342.8%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$133,185,429$6,520,569 ▲5.1%2,313,8542.4%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$108,117,983$10,648,602 ▲10.9%1,332,1581.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$100,914,293$3,058,461 ▼-2.9%432,5331.8%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$68,650,484$20,071,876 ▲41.3%726,1531.2%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$66,487,854$3,207,882 ▲5.1%854,8191.2%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$65,244,643$1,204,927 ▼-1.8%803,5051.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$64,377,863$875,170 ▲1.4%619,6731.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$64,329,573$60,292 ▼-0.1%281,6781.2%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$59,184,703$4,173,478 ▲7.6%115,3921.1%Technology
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$58,717,695$4,575,097 ▲8.5%1,146,1581.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$58,332,042$2,415,504 ▲4.3%76,1661.1%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$57,931,767$5,113,704 ▲9.7%382,1861.0%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$53,522,817$798,302 ▼-1.5%692,8521.0%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$52,563,560$4,053,410 ▲8.4%419,6360.9%ETF
Apple Inc. stock logo
AAPL
Apple
$52,370,087$3,727,162 ▼-6.6%157,2580.9%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$50,362,590$3,151,079 ▼-5.9%71,8580.9%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$42,506,796$2,259,159 ▼-5.0%374,7070.8%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$40,733,500$1,684,599 ▲4.3%315,9350.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$40,283,425$545,603 ▼-1.3%186,4280.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$38,813,550$2,598,209 ▲7.2%494,9450.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$36,943,526$3,053,366 ▲9.0%107,3690.7%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$36,319,116$3,095,441 ▼-7.9%145,7720.7%Consumer Discretionary
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$36,045,490$640,952 ▲1.8%400,0170.6%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$32,573,682$507,907 ▲1.6%906,5870.6%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$32,338,305$937,842 ▲3.0%412,9520.6%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$31,875,218$2,592,310 ▲8.9%402,7700.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$29,903,493$4,154,666 ▲16.1%919,2590.5%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$29,691,403$56,051 ▲0.2%208,7120.5%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$28,913,606$22,467,062 ▲348.5%285,9900.5%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$26,997,802$4,006,611 ▲17.4%97,1530.5%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$26,086,947$3,154,413 ▲13.8%105,2190.5%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$25,992,118$1,637,637 ▲6.7%254,3760.5%ETF
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock logo
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
$23,597,325$1,545,034 ▲7.0%260,8020.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$23,526,069$77,778 ▲0.3%326,9780.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$22,589,380$651,073 ▼-2.8%68,2810.4%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$22,515,873$492,018 ▲2.2%64,1130.4%Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$22,448,133$7,060,478 ▲45.9%53,9450.4%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$21,724,887$540,580 ▲2.6%514,9300.4%ETF
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$20,902,167$2,398,131 ▲13.0%593,4740.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$20,289,632$691,605 ▲3.5%53,2760.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$19,785,086$1,142,884 ▲6.1%27,2830.4%Communication Services
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$19,424,104$2,703,829 ▲16.2%185,8050.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$18,224,258$1,666,669 ▲10.1%238,5370.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$17,610,136$908,551 ▼-4.9%77,1430.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$17,162,032$557,086 ▲3.4%84,0410.3%Energy
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$16,799,149$168,418 ▲1.0%59,0500.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$15,522,711$1,616,836 ▲11.6%114,1040.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$14,873,591$2,936,892 ▼-16.5%56,8580.3%Healthcare
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$14,284,498$4,542,793 ▲46.6%97,3390.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$13,950,863$830,068 ▲6.3%73,1100.3%Consumer Staples
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$13,583,629$4,062,977 ▲42.7%127,2950.2%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$13,551,685$70,376 ▲0.5%151,7380.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$13,334,175$2,224,063 ▲20.0%37,8970.2%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$13,267,601$88,931 ▼-0.7%68,4780.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$13,081,461$669,901 ▼-4.9%38,3910.2%Communication Services
SPDR Nuveen ICE Municipal Bond ETF stock logo
TFI
SPDR Nuveen ICE Municipal Bond ETF
$12,481,155$2,497,386 ▼-16.7%291,8200.2%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$12,262,012$17,184 ▲0.1%80,6340.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$11,971,790$661,865 ▲5.9%170,6600.2%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$11,870,236$3,855,814 ▲48.1%401,1570.2%ETF
Medtronic PLC stock logo
MDT
Medtronic
$11,552,678$20,192 ▲0.2%133,8820.2%Healthcare
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$11,406,906$90,965 ▼-0.8%77,8730.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$11,390,286$1,520,977 ▼-11.8%10,6940.2%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,275,065$639,085 ▲6.0%42,5890.2%Healthcare
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$10,944,242$80,764 ▲0.7%100,6830.2%ETF
FIDELITY COVINGTON TR ENHANCED SMALL CAP CORE ETF
$10,930,671$3,044,194 ▲38.6%243,1740.2%EXCHANGE TRADED FUND
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$10,921,730$546,516 ▲5.3%173,0040.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$10,653,172$2,724,149 ▼-20.4%84,7710.2%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$10,590,878$754,192 ▲7.7%71,0560.2%Healthcare
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$10,354,356$1,309,586 ▼-11.2%142,1130.2%ETF
Prologis, Inc. stock logo
PLD
Prologis
$10,132,843$69,335 ▼-0.7%78,0410.2%Real Estate
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$9,898,886$1,577,508 ▼-13.7%21,6990.2%Technology
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$9,851,879$763,721 ▲8.4%178,1210.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$9,662,845$54,127 ▼-0.6%210,6570.2%Communication Services
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$9,313,269$2,388,459 ▲34.5%131,8970.2%ETF
CVS Health Corporation stock logo
CVS
CVS Health
$9,272,858$251,672 ▼-2.6%108,2140.2%Healthcare
Mastercard Incorporated stock logo
MA
Mastercard
$9,167,442$210,106 ▼-2.2%16,6240.2%Finance
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$9,051,433$513,132 ▼-5.4%82,0770.2%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$8,990,316$2,170,286 ▲31.8%13,3180.2%Healthcare
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$8,970,888$433,425 ▼-4.6%192,3020.2%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$8,254,056$171,067 ▼-2.0%103,1110.1%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$8,221,895$2,121,543 ▲34.8%13,4400.1%Technology
FIDELITY COVINGTON TR ENHANCED MID CAP CORE ETF
$8,085,552$4,332,724 ▲115.5%200,2370.1%EXCHANGE TRADED FUND
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$8,038,562$1,049,931 ▼-11.6%74,6870.1%Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$7,740,706$96,170 ▲1.3%134,0150.1%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$7,736,638$213,827 ▲2.8%19,5020.1%Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7,584,722$605,146 ▲8.7%20,2670.1%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$7,472,180$1,266,821 ▼-14.5%308,1310.1%ETF
MetLife, Inc. stock logo
MET
MetLife
$7,372,446$752,056 ▲11.4%78,2970.1%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$7,317,848$1,738,181 ▲31.2%14,3100.1%Technology
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$7,293,517$53,149 ▲0.7%134,0720.1%Consumer Staples
CME Group Inc. stock logo
CME
CME Group
$7,281,734$849,077 ▲13.2%27,7950.1%Finance

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