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 $4.82 billion in total holdings as of March 31, 2026.
Td Private Client Wealth LLC owns shares of 1,649 different stocks, but just 91 companies or ETFs make up 80% of its holdings.
Approximately 8.12% 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 1,630 new stocks and bought additional shares in 672 stocks.
Td Private Client Wealth LLC sold shares of 602 stocks and completely divested from 112 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $399,441,603
iShares Core MSCI EAFE ETF: $307,287,836
Vanguard Mortgage-Backed Securities ETF: $248,326,898
SPDR S&P 500 ETF Trust: $197,575,039
iShares U.S. Treasury Bond ETF: $187,169,622

Largest New Holdings this Quarter

92189F601 - VanEck Uranium and Nuclear ETF: $5,959,453 Holding
G0250X149 - AMCOR PLC COM NEW ISIN#JE00BV7DQ550: $3,614,229 Holding
G0593M107 - AstraZeneca: $1,744,351 Holding
46434V449 - iShares MSCI Intl Momentum Factor ETF: $1,386,241 Holding
46137V464 - Invesco S&P MidCap Momentum ETF: $1,368,409 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF: 261,720 shares (about $23.69M)
SPDR Portfolio S&P 500 ETF: 301,289 shares (about $23.06M)
iShares MSCI EAFE Value ETF: 265,793 shares (about $19.76M)
Vanguard Short-Term Treasury ETF: 277,650 shares (about $16.25M)
iShares U.S. Treasury Bond ETF: 696,322 shares (about $15.95M)

Largest Sales this Quarter

iShares Russell 1000 Value ETF: 65,067 shares (about $13.90M)
iShares 1-3 Year Treasury Bond ETF: 77,281 shares (about $6.38M)
Invesco S&P 500 Momentum ETF: 56,061 shares (about $6.29M)
Johnson & Johnson: 21,690 shares (about $5.30M)
Financial Select Sector SPDR Fund: 101,183 shares (about $5.00M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$399,441,603	$23,060,661 â–²	6.1%	5,218,730	8.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$307,287,836	$23,693,508 â–²	8.4%	3,394,321	6.4%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$248,326,898	$15,474,907 â–²	6.6%	5,289,178	5.2%	ETF
SPY SPDR S&P 500 ETF Trust	$197,575,039	$3,091,713 â–¼	-1.5%	303,803	4.1%	Finance
GOVT iShares U.S. Treasury Bond ETF	$187,169,622	$15,952,738 â–²	9.3%	8,169,778	3.9%	ETF
DGRO iShares Core Dividend Growth ETF	$131,274,066	$10,386,990 â–²	8.6%	1,870,534	2.7%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$125,400,740	$15,028,210 â–²	13.6%	2,356,271	2.6%	Manufacturing
VGSH Vanguard Short-Term Treasury ETF	$121,192,899	$16,253,630 â–²	15.5%	2,070,258	2.5%	ETF
VXF Vanguard Extended Market ETF	$120,060,865	$13,585,067 â–²	12.8%	583,386	2.5%	ETF
VOOG Vanguard S&P 500 Growth ETF	$108,843,712	$4,236,709 â–²	4.1%	266,977	2.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$100,568,538	$355,924 â–¼	-0.4%	467,630	2.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$74,001,506	$15,094,116 â–²	25.6%	1,060,953	1.5%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$68,631,284	$6,381,093 â–¼	-8.5%	831,189	1.4%	Manufacturing
TLT iShares 20+ Year Treasury Bond ETF	$64,013,392	$3,288,413 â–²	5.4%	738,417	1.3%	ETF
EFA iShares MSCI EAFE ETF	$56,458,407	$2,826,874 â–²	5.3%	581,266	1.2%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$55,092,343	$4,888,740 â–²	9.7%	694,996	1.1%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$51,915,180	$9,063,759 â–²	21.2%	987,732	1.1%	Manufacturing
NVDA NVIDIA	$50,055,204	$522,676 â–²	1.1%	287,014	1.0%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$49,135,246	$296,122 â–²	0.6%	494,966	1.0%	Finance
IEI iShares 3-7 Year Treasury Bond ETF	$48,725,672	$356,749 â–¼	-0.7%	410,840	1.0%	ETF
IVV iShares Core S&P 500 ETF	$47,401,166	$4,626,002 â–²	10.8%	72,567	1.0%	ETF
VOO Vanguard S&P 500 ETF	$46,255,316	$210,338 â–²	0.5%	77,408	1.0%	ETF
MSFT Microsoft	$43,707,928	$1,107,551 â–¼	-2.5%	118,075	0.9%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$42,753,855	$113,849 â–²	0.3%	100,267	0.9%	ETF
QQQ Invesco QQQ	$41,751,971	$1,095,486 â–²	2.7%	72,338	0.9%	Finance
AAPL Apple	$41,314,242	$9,401,148 â–²	29.5%	162,789	0.9%	Computer and Technology
VTV Vanguard Value ETF	$36,269,651	$2,233,340 â–¼	-5.8%	184,861	0.8%	ETF
VONG Vanguard Russell 1000 Growth ETF	$31,841,691	$5,444,573 â–²	20.6%	290,288	0.7%	ETF
SPMO Invesco S&P 500 Momentum ETF	$31,835,996	$6,285,000 â–¼	-16.5%	283,971	0.7%	ETF
AMZN Amazon.com	$31,406,510	$1,111,329 â–¼	-3.4%	150,797	0.7%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$30,378,499	$2,495,883 â–²	9.0%	105,782	0.6%	ETF
VUG Vanguard Growth ETF	$29,503,216	$1,527,007 â–²	5.5%	67,546	0.6%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$28,122,025	$1,323,753 â–²	4.9%	339,843	0.6%	ETF
EFV iShares MSCI EAFE Value ETF	$27,115,519	$19,761,709 â–²	268.7%	364,701	0.6%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$26,510,181	$1,902,945 â–²	7.7%	910,065	0.5%	ETF
GOOGL Alphabet	$26,203,905	$1,622,126 â–¼	-5.8%	91,125	0.5%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$25,475,453	$456,739 â–¼	-1.8%	225,227	0.5%	ETF
IWM iShares Russell 2000 ETF	$24,042,074	$7,016,653 â–²	41.2%	96,944	0.5%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$23,330,703	$127,300 â–¼	-0.5%	214,063	0.5%	Finance
SCHD Schwab US Dividend Equity ETF	$22,698,596	$126,494 â–¼	-0.6%	739,850	0.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$22,329,696	$140,598 â–²	0.6%	330,663	0.5%	ETF
JPM JPMorgan Chase & Co.	$21,913,134	$2,651,850 â–¼	-10.8%	74,494	0.5%	Finance
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$21,209,442	$2,670,697 â–²	14.4%	227,398	0.4%	ETF
AVGO Broadcom	$20,340,403	$244,823 â–²	1.2%	65,718	0.4%	Computer and Technology
IDV iShares International Select Dividend ETF	$20,169,525	$582,434 â–²	3.0%	473,908	0.4%	ETF
IWD iShares Russell 1000 Value ETF	$19,403,159	$13,902,866 â–¼	-41.7%	90,809	0.4%	ETF
CVX Chevron	$19,200,340	$2,647,702 â–²	16.0%	92,800	0.4%	Energy
META Meta Platforms	$19,129,167	$641,930 â–¼	-3.2%	33,435	0.4%	Computer and Technology
IWB iShares Russell 1000 ETF	$18,086,149	$3,786,667 â–²	26.5%	50,724	0.4%	ETF
GLD SPDR Gold Shares	$17,723,645	$2,111,863 â–¼	-10.6%	41,190	0.4%	Finance
IVE iShares S&P 500 Value ETF	$17,353,549	$1,596,925 â–¼	-8.4%	82,186	0.4%	ETF
BSV Vanguard Short-Term Bond ETF	$16,318,251	$654,490 â–¼	-3.9%	208,114	0.3%	ETF
HYLB Xtrackers USD High Yield Corporate Bond ETF	$16,134,675	$2,503,612 â–²	18.4%	446,202	0.3%	ETF
SUB iShares Short-Term National Muni Bond ETF	$15,924,096	$1,843,515 â–²	13.1%	149,522	0.3%	ETF
VB Vanguard Small-Cap ETF	$14,762,862	$165,010 â–¼	-1.1%	56,364	0.3%	ETF
TFI SPDR Nuveen ICE Municipal Bond ETF	$14,492,886	$3,318,525 â–²	29.7%	319,649	0.3%	Finance
ABBV AbbVie	$14,398,125	$407,143 â–¼	-2.7%	66,201	0.3%	Medical
IEF iShares 7-10 Year Treasury Bond ETF	$13,928,666	$830,517 â–²	6.3%	145,942	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$12,785,461	$1,735,748 â–¼	-12.0%	102,851	0.3%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$12,581,192	$518,418 â–²	4.3%	163,011	0.3%	ETF
GOOG Alphabet	$12,477,930	$2,463,859 â–²	24.6%	43,498	0.3%	Computer and Technology
PM Philip Morris International	$12,053,944	$2,874,270 â–¼	-19.3%	72,904	0.2%	Consumer Staples
BLV Vanguard Long-Term Bond ETF	$11,907,384	$343,487 â–²	3.0%	173,123	0.2%	ETF
SDY SPDR S&P Dividend ETF	$11,721,521	$414,909 â–¼	-3.4%	80,317	0.2%	ETF
BND Vanguard Total Bond Market ETF	$11,286,720	$92,786 â–²	0.8%	153,269	0.2%	ETF
MDT Medtronic	$10,897,191	$1,524,520 â–²	16.3%	125,761	0.2%	Medical
PLD Prologis	$10,788,135	$725,800 â–¼	-6.3%	81,617	0.2%	Finance
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$10,350,029	$1,039,537 â–¼	-9.1%	216,392	0.2%	Finance
VWOB Vanguard Emerging Markets Government Bond ETF	$9,923,228	$776,130 â–²	8.5%	151,061	0.2%	ETF
VZ Verizon Communications	$9,838,508	$2,377,776 â–²	31.9%	195,986	0.2%	Computer and Technology
GILD Gilead Sciences	$9,744,872	$1,850,691 â–¼	-16.0%	69,921	0.2%	Medical
IUSG iShares Core S&P U.S. Growth ETF	$9,683,720	$912,672 â–²	10.4%	62,431	0.2%	Manufacturing
IUSV iShares Core S&P U.S. Value ETF	$9,558,721	$1,192,642 â–¼	-11.1%	93,484	0.2%	Manufacturing
VGT Vanguard Information Technology ETF	$9,443,640	$6,279 â–¼	-0.1%	13,535	0.2%	ETF
DVY iShares Select Dividend ETF	$9,397,110	$265,876 â–¼	-2.8%	62,064	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$9,120,220	$547,815 â–¼	-5.7%	26,987	0.2%	Computer and Technology
VONV Vanguard Russell 1000 Value ETF	$8,891,989	$182,887 â–²	2.1%	94,858	0.2%	ETF
MA Mastercard	$8,891,273	$1,429,999 â–¼	-13.9%	17,795	0.2%	Business Services
WFC Wells Fargo & Company	$8,546,074	$267,649 â–¼	-3.0%	107,349	0.2%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$8,283,985	$34,175 â–²	0.4%	166,045	0.2%	ETF
BRK.B Berkshire Hathaway	$8,078,632	$258,282 â–²	3.3%	16,859	0.2%	Finance
VV Vanguard Large-Cap ETF	$8,074,716	$2,137,697 â–²	36.0%	27,019	0.2%	ETF
DEM WisdomTree Emerging Markets High Dividend Fund	$8,001,968	$74,436 â–²	0.9%	161,038	0.2%	Finance
IWR iShares Russell Mid-Cap ETF	$7,980,374	$2,837,376 â–²	55.2%	82,077	0.2%	ETF
JNJ Johnson & Johnson	$7,938,971	$5,301,936 â–¼	-40.0%	32,478	0.2%	Medical
TOTALENERGIES SE	$7,892,913	$396,822 â–¼	-4.8%	84,673	0.2%	COMMON STOCK
BTI British American Tobacco	$7,805,336	$1,165,483 â–²	17.6%	133,493	0.2%	Consumer Staples
CVS CVS Health	$7,699,535	$296,832 â–¼	-3.7%	107,206	0.2%	Medical
XOM ExxonMobil	$7,474,271	$3,508,262 â–¼	-31.9%	44,054	0.2%	Energy
MUB iShares National Muni Bond ETF	$7,440,178	$853,130 â–¼	-10.3%	70,091	0.2%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$7,317,504	$1,246,883 â–²	20.5%	243,349	0.2%	ETF
CME CME Group	$7,300,461	$1,030,771 â–²	16.4%	24,718	0.2%	Finance
NEE NextEra Energy	$7,149,812	$433,750 â–¼	-5.7%	76,979	0.1%	Utilities
MRK Merck & Co., Inc.	$7,147,151	$2,454,157 â–²	52.3%	59,416	0.1%	Medical
BAC Bank of America	$7,110,091	$524,745 â–¼	-6.9%	145,848	0.1%	Finance
CSCO Cisco Systems	$7,103,209	$1,040,947 â–¼	-12.8%	91,548	0.1%	Computer and Technology
PAYX Paychex	$6,940,137	$2,978,332 â–²	75.2%	75,338	0.1%	Computer and Technology
T AT&T	$6,902,471	$1,498,959 â–²	27.7%	238,098	0.1%	Computer and Technology
RTX RTX	$6,882,263	$1,087,374 â–¼	-13.6%	35,678	0.1%	Aerospace
USB U.S. Bancorp	$6,771,286	$127,529 â–¼	-1.8%	130,192	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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

About Td Private Client Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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

About Td Private Client Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTd Private Client Wealth LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools