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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 $5.44 billion in total holdings as of June 30, 2026.
  • Td Private Client Wealth LLC owns shares of 1,698 different stocks, but just 86 companies or ETFs make up 80% of its holdings.
  • Approximately 11.06% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Td Private Client Wealth LLC has purchased 1,647 new stocks and bought additional shares in 716 stocks.
  • Td Private Client Wealth LLC sold shares of 560 stocks and completely divested from 89 stocks this quarter.

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC COM NEW
$3,488,138 Holding
43849R105 - HONEYWELL AEROSPACE INC COM
$3,413,475 Holding
00039J202 - AB Tax-Aware Short Duration Municipal ETF
$2,508,709 Holding
84615Q103 - SPACE EXPL TECHNOLOGIES CORP CL A
$1,874,847 Holding
42226K105 - Healthcare Realty Trust
$565,607 Holding

Largest Purchases this Quarter

Vanguard S&P 500 Growth ETF
1,448,110 shares (about $119.64M)
iShares Russell 1000 Growth ETF
287,009 shares (about $35.64M)
iShares Core MSCI EAFE ETF
311,539 shares (about $30.09M)
Vanguard Mid-Cap ETF
356,031 shares (about $28.69M)
Vanguard Growth ETF
325,358 shares (about $28.03M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
12,161 shares (about $9.08M)
iShares Russell 1000 ETF
13,746 shares (about $5.63M)
Vanguard Dividend Appreciation ETF
21,988 shares (about $5.20M)
SPDR Bloomberg 1-3 Month T-Bill ETF
48,638 shares (about $4.46M)
Meta Platforms
7,728 shares (about $4.35M)

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
$484,118,759$25,496,798 â–²5.6%5,508,8628.9%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$357,911,930$30,088,434 â–²9.2%3,705,8606.6%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$266,523,424$18,936,987 â–²7.6%5,693,7284.9%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$217,789,552$9,081,472 â–¼-4.0%291,6424.0%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$201,914,460$15,806,927 â–²8.5%8,863,6733.7%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$155,673,425$12,037,946 â–²8.4%632,2792.9%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$154,320,352$12,552,568 â–²8.9%2,036,1572.8%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$153,307,033$28,024,100 â–²22.4%2,883,3372.8%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$141,700,509$119,642,866 â–²542.4%1,715,0872.6%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$128,073,230$7,584,216 â–²6.3%2,200,5712.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$105,447,902$5,202,805 â–¼-4.7%445,6421.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$99,486,987$11,597,605 â–²13.2%1,200,9531.8%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$70,309,223$6,495,239 â–²10.2%813,5761.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$67,194,247$1,054,703 â–¼-1.5%818,3441.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$63,496,581$3,114,636 â–²5.2%611,2491.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$56,413,732$1,014,856 â–¼-1.8%281,9421.0%Technology
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$56,288,625$10,415,940 â–²22.7%348,4501.0%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$55,572,822$647,256 â–²1.2%703,1861.0%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$55,389,642$3,622,630 â–²7.0%1,056,8531.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$54,677,875$333,256 â–²0.6%73,0121.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$52,440,747$723,899 â–¼-1.4%76,3541.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$50,967,620$2,301,982 â–¼-4.3%69,2120.9%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$50,860,072$1,868,346 â–²3.8%513,8420.9%ETF
Apple Inc. stock logo
AAPL
Apple
$48,742,717$1,638,068 â–²3.5%168,4500.9%Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$48,088,002$35,637,864 â–²286.2%387,2760.9%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$46,348,330$1,904,803 â–¼-3.9%394,6220.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$41,178,469$891,768 â–²2.2%188,9530.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$40,008,367$4,036,087 â–¼-9.2%107,2550.7%Technology
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$38,709,687$1,607,978 â–²4.3%302,8690.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$37,704,456$1,763,479 â–²4.9%158,1960.7%Consumer Discretionary
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$37,208,245$28,685,396 â–²336.6%461,8130.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$35,199,158$2,633,817 â–²8.1%98,4950.6%Communication Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$33,844,711$28,026,305 â–²481.7%392,9040.6%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$33,140,671$5,052,643 â–²18.0%400,9760.6%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$30,200,540$596,058 â–¼-1.9%892,4510.6%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$28,650,007$2,325,497 â–¼-7.5%208,3180.5%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$28,324,572$406,710 â–²1.5%370,0140.5%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$25,996,702$2,648,872 â–²11.3%238,3490.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$25,129,932$367,506 â–¼-1.4%325,8970.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$25,099,763$1,639,121 â–²7.0%791,5410.5%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$24,857,676$4,269,085 â–¼-14.7%82,7350.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$23,689,488$1,135,518 â–¼-4.6%62,7120.4%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$22,994,582$1,389,514 â–¼-5.7%70,2490.4%Finance
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
$22,793,251$1,526,994 â–²7.2%243,7260.4%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$22,423,805$408,979 â–²1.9%92,4960.4%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$20,802,709$1,168,699 â–²6.0%502,1170.4%ETF
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$19,187,036$2,891,728 â–²17.7%525,3840.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$18,956,835$3,783,263 â–²24.9%51,4600.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$18,419,863$241,366 â–¼-1.3%81,1230.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$17,719,809$634,734 â–²3.7%58,4580.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$17,133,002$474,092 â–²2.8%68,0850.3%Healthcare
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$17,028,876$1,109,308 â–²7.0%159,9410.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$16,884,843$670,651 â–²4.1%216,7220.3%ETF
SPDR Nuveen ICE Municipal Bond ETF stock logo
TFI
SPDR Nuveen ICE Municipal Bond ETF
$16,039,644$1,399,738 â–²9.6%350,2110.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$15,160,055$93,732 â–¼-0.6%102,2190.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$15,142,491$5,628,987 â–¼-27.1%36,9780.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$14,480,496$4,353,105 â–¼-23.1%25,7070.3%Communication Services
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$14,275,303$473,605 â–²3.4%150,9500.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$14,259,454$1,109,818 â–¼-7.2%40,3570.3%Communication Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$13,992,303$3,749,134 â–¼-21.1%12,1220.3%Technology
Chevron Corporation stock logo
CVX
Chevron
$13,478,459$1,904,087 â–¼-12.4%81,3130.2%Energy
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$12,966,289$1,223,707 â–²10.4%68,9370.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$12,722,665$11,104,962 â–²686.5%106,4480.2%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$12,585,432$2,884,829 â–²29.7%80,5210.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$12,439,377$749,691 â–¼-5.7%68,7600.2%Consumer Staples
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$12,278,676$224,271 â–¼-1.8%160,0870.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$12,014,249$873,955 â–¼-6.8%25,1570.2%Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$11,945,161$277,423 â–¼-2.3%78,4940.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$11,835,518$584,050 â–²5.2%161,2250.2%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$11,577,361$356,024 â–¼-3.0%167,9580.2%ETF
CVS Health Corporation stock logo
CVS
CVS Health
$11,498,571$408,110 â–²3.7%111,1510.2%Healthcare
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$11,294,404$9,688,963 â–²603.5%66,3830.2%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$11,050,700$893,351 â–²8.8%164,3470.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$10,859,410$1,567,213 â–²16.9%31,5760.2%ETF
Prologis, Inc. stock logo
PLD
Prologis
$10,644,555$412,100 â–¼-3.7%78,5750.2%Real Estate
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$10,624,621$540,267 â–²5.4%99,9400.2%ETF
Medtronic PLC stock logo
MDT
Medtronic
$10,455,283$617,000 â–²6.3%133,6480.2%Healthcare
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,203,296$1,954,817 â–²23.7%40,1750.2%Healthcare
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$9,918,557$834,671 â–¼-7.8%84,4420.2%Technology
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$9,842,699$788,012 â–²8.7%89,2200.2%ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$9,669,408$709,834 â–¼-6.8%201,5930.2%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$9,553,291$743,952 â–¼-7.2%86,7300.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$9,022,359$623,803 â–²7.4%178,3780.2%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$9,020,095$2,276,631 â–²33.8%360,3710.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$8,969,166$671,130 â–²8.1%211,8370.2%Communication Services
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$8,838,394$176,162 â–²2.0%164,3130.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$8,733,586$405,736 â–¼-4.4%17,0050.2%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$8,697,715$173,627 â–¼-2.0%105,2480.2%Finance
KLA Corporation stock logo
KLAC
KLA
$8,484,689$7,848,986 â–²1,234.7%28,1220.2%Technology
FIDELITY COVINGTON TR ENHANCED SMALL CAP CORE ETF
$8,472,481$2,282,089 â–²36.9%175,4500.2%EXCHANGE TRADED FUND
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$8,337,918$495,884 â–¼-5.6%65,9960.2%Healthcare
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$8,219,947$24,580 â–¼-0.3%133,0950.2%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$8,194,702$559,746 â–²7.3%63,7720.2%Healthcare
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$8,128,178$825,275 â–²11.3%270,8490.1%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$7,993,940$130,343 â–²1.7%132,3500.1%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$7,888,653$1,445,277 â–¼-15.5%10,9110.1%Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$7,531,535$654,139 â–¼-8.0%18,9630.1%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7,496,132$939,706 â–¼-11.1%14,9810.1%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$7,178,544$384,858 â–²5.7%17,0670.1%Consumer Discretionary
Paychex, Inc. stock logo
PAYX
Paychex
$7,151,049$256,936 â–¼-3.5%72,7250.1%Industrials

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