DOSSIER · 13F-HR · Q1 2026
TD PRIVATE CLIENT WEALTH LLC
TD PRIVATE CLIENT WEALTH's hedge fund based in Omaha, NE — $4.8B in tracked AUM across 1,649 positions as of Q1 2026.
TP
TD PRIVATE CLIENT WEALTH·Omaha, NE·Hedge Fund
CIK 0001551017 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
TD Private Client Wealth LLC manages a substantial diversified portfolio valued at approximately $4.44 billion as of September 30, 2025. This represents a robust growth of 9.1% from the previous quarter's value of $4.07B. The portfolio is highly diversified, encompassing 1,535 individual holdings. The investment strategy is characterized by a "core-satellite" approach heavily reliant on Exchange Traded Funds (ETFs). Approximately 58.5% of the total portfolio value ($2.60B...
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.
Filing history
Filing history loading…