13F Insight
DOSSIER · 13F-HR · Q2 2026

TD Capital Management LLC

$1.2B in tracked AUM across 797 positions as of Q2 2026.

TC
CIK 0001483824 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
797
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

TD Capital Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$209M1.3M17.1%02
VTI
VANGUARD INDEX FDS
$94M255K7.7%03
IVV
ISHARES TR
$60M80K4.9%04
BSV
VANGUARD BD INDEX FDS
$49M633K4.0%05
VIG
VANGUARD SPECIALIZED FUNDS
$44M187K3.6%06
QUAL
ISHARES TR
$42M192K3.4%07
LDUR
PIMCO ETF TR
$42M440K3.4%08
VUG
VANGUARD INDEX FDS
$40M461K3.2%09
BND
VANGUARD BD INDEX FDS
$35M470K2.8%10
VOO
VANGUARD INDEX FDS
$31M44K2.5%

Filing history

2026Q2Jun 30
$1.2B▲ 10.0%
797 positionsView →2026Q1Mar 31
$1.1B▼ 1.3%
853 positionsView →2025Q4Dec 31
$1.1B▲ 1.5%
818 positionsView →2025Q3Sep 30
$1.1B▲ 4.8%
691 positionsView →2025Q2Jun 30
$1.1B▲ 7.3%
695 positionsLocked2025Q1Mar 31
$987M▲ 0.3%
697 positionsLocked2024Q4Dec 31
$984M▼ 1.5%
586 positionsLocked2024Q3Sep 30
$999M▲ 4.5%
459 positionsLocked2024Q2Jun 30
$956M▲ 1.9%
438 positionsLocked2024Q1Mar 31
$938M▲ 7.1%
534 positionsLocked2023Q4Dec 31
$876M▲ 7.3%
415 positionsLocked2023Q3Sep 30
$816M▼ 2.5%
413 positionsLocked
Showing 12 of 60