13F Insight
DOSSIER · 13F-HR · Q1 2026

TD Capital Management LLC

$1.1B in tracked AUM across 853 positions as of Q1 2026.

TC
CIK 0001483824 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
853
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

TD Capital Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$191M1.3M17.2%02
VTI
VANGUARD INDEX FDS
$83M258K7.4%03
BSV
VANGUARD BD INDEX FDS
$54M695K4.9%04
IVV
ISHARES TR
$53M80K4.7%05
LDUR
PIMCO ETF TR
$42M436K3.8%06
VIG
VANGUARD SPECIALIZED FUNDS
$40M187K3.6%07
BND
VANGUARD BD INDEX FDS
$39M528K3.5%08
QUAL
ISHARES TR
$38M196K3.4%09
VUG
VANGUARD INDEX FDS
$34M77K3.0%10
VTV
VANGUARD INDEX FDS
$27M138K2.4%

Filing history

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 positionsLocked2023Q2Jun 30
$837M▲ 3.7%
411 positionsLocked
Showing 12 of 59