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

TD PRIVATE CLIENT WEALTH LLC

$5.4B in tracked AUM across 1,698 positions as of Q2 2026.

TP
CIK 0001551017 · last filed Jun 30, 2026
Total AUM
$5.4B
as of Q2 2026
Holdings
1,698
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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...

Key Holdings

The top holdings reveal a distinct preference for passive market exposure and high-quality fixed income. The largest position is the SPDR Portfolio S&P 500 ETF (SPYM), accounting for 8.04% of the portfolio ($356.83M). This is complemented by the iShares Core MSCI EAFE ETF (IEFA) at 5.62% ($249.29M) and the SPDR S&P 500 ETF (SPY) at 4.84% ($214.68M). Notably, the firm holds both SPYM and SPY, likely serving different functions within client portfolios (e.g., SPYM is often used as a lower-cost share class alternative).

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

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
SPYM
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF
$484M5.5M8.9%02
IEFA
ISHARES TR CORE MSCI EAFE ETF
$358M3.7M6.6%03
VMBS
VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF
$267M5.7M4.9%04
SPY
STATE STR SPDR S&P 500 ETF TR TR UNIT
$218M292K4.0%05
GOVT
ISHARES TR U S TREAS BD ETF
$202M8.9M3.7%06
VXF
VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF
$156M632K2.9%07
DGRO
ISHARES TR CORE DIVID GROWTH ETF
$154M2.0M2.8%08
IGIB
ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF
$153M2.9M2.8%09
VOOG
VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS
$142M1.7M2.6%10
VGSH
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD
$128M2.2M2.4%

Filing history

2026Q2Jun 30
$5.4B▲ 12.9%
1,698 positionsView →2026Q1Mar 31
$4.8B▲ 2.7%
1,649 positionsView →2025Q4Dec 31
$4.7B▲ 5.7%
1,632 positionsView →2025Q3Sep 30
$4.4B▲ 9.1%
1,535 positionsView →2025Q2Jun 30
$4.1B▲ 12.1%
1,404 positionsLocked2025Q1Mar 31
$3.6B▲ 1.5%
1,415 positionsLocked2024Q4Dec 31
$3.6B▲ 2.8%
1,313 positionsLocked2024Q3Sep 30
$3.5B▲ 9.5%
1,281 positionsLocked2024Q2Jun 30
$3.2B▲ 4.2%
1,216 positionsLocked2024Q1Mar 31
$3.0B▲ 10.2%
1,215 positionsLocked2023Q4Dec 31
$2.8B▲ 19.8%
1,217 positionsLocked2023Q3Sep 30
$2.3B▼ 0.2%
1,212 positionsLocked
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