Q3 2026 13F · SEC CIK 1551017

Td Private Client Wealth LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.5B
Reported positions: 1,768
Holdings vs S&P 500, 3 yrs: —
Assets under management: $8.6B

Td Private Client Wealth LLC is a wealth manager that reported 1,768 positions worth $5.5B in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Spdr Series Trust (SPLG, 9.4%), Ishares Tr (IEFA, 6.9%), Vanguard Scottsdale Fds (VMBS, 4.8%).

Td Private Client Wealth LLC holdings largest 50 of 1,768 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Td Private Client Wealth LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	9.4%	8.9%	5,817,130	+5.6%	$522.1M
IEFAIshares Tr	6.9%	6.6%	3,962,541	+6.9%	$383.9M
VMBSVanguard Scottsdale Fds	4.8%	4.9%	5,992,091	+5.2%	$266.1M
SPYState Str Spdr S&p 500 ETF T	3.9%	4.0%	281,955	-3.3%	$215.0M
GOVTIshares Tr	3.7%	3.7%	9,385,923	+5.9%	$205.3M
IGIBIshares Tr	3.0%	2.8%	3,251,440	+12.8%	$163.7M
DGROIshares Tr	2.9%	2.8%	2,168,271	+6.5%	$163.5M
VXFVanguard Index Fds	2.8%	2.9%	681,804	+7.8%	$157.9M
VOOGVanguard Admiral Fds Inc	2.8%	2.6%	1,829,134	+6.6%	$156.4M
VGSHVanguard Scottsdale Fds	2.4%	2.4%	2,313,854	+5.1%	$133.2M
IEMGIshares Inc	1.9%	1.8%	1,332,158	+10.9%	$108.1M
VIGVanguard Specialized Funds	1.8%	1.9%	432,533	-2.9%	$100.9M
AGGIshares Tr	1.2%	0.9%	726,153	+41.3%	$68.7M
TLTIshares Tr	1.2%	1.3%	854,819	+5.1%	$66.5M
SHYIshares Tr	1.2%	1.2%	803,505	-1.8%	$65.2M
EFAIshares Tr	1.2%	1.2%	619,673	+1.4%	$64.4M
NVDANvidia Corporation	1.2%	1.0%	281,678	-0.1%	$64.3M
MSFTMicrosoft Corp	1.1%	0.7%	115,392	+7.6%	$59.2M
IGSBIshares Tr	1.1%	1.0%	1,146,158	+8.5%	$58.7M
IVVIshares Tr	1.1%	1.0%	76,166	+4.3%	$58.3M
SPMOInvesco Exch Traded Fd Tr II	1.0%	1.0%	382,186	+9.7%	$57.9M
VCSHVanguard Scottsdale Fds	1.0%	1.0%	692,852	-1.5%	$53.5M
IWFIshares Tr	0.9%	0.9%	419,636	+8.4%	$52.6M
AAPLApple Inc	0.9%	0.9%	157,258	-6.6%	$52.4M
VOOVanguard Index Fds	0.9%	1.0%	71,858	-5.9%	$50.4M
IEIIshares Tr	0.8%	0.9%	374,707	-5.0%	$42.5M
VONGVanguard Scottsdale Fds	0.7%	0.7%	315,935	+4.3%	$40.7M
VTVVanguard Index Fds	0.7%	0.8%	186,428	-1.3%	$40.3M
VOVanguard Index Fds	0.7%	0.7%	494,945	+7.2%	$38.8M
GOOGLAlphabet Inc	0.7%	0.6%	107,369	+9.0%	$36.9M
AMZNAmazon Com Inc	0.7%	0.7%	145,772	-7.9%	$36.3M
VUGVanguard Index Fds	0.7%	0.6%	400,017	+1.8%	$36.0M
SCHGSchwab Strategic Tr	0.6%	0.6%	906,587	+1.6%	$32.6M
VCITVanguard Scottsdale Fds	0.6%	0.6%	412,952	+3.0%	$32.3M
EFVIshares Tr	0.6%	0.5%	402,770	+8.9%	$31.9M
SCHDSchwab Strategic Tr	0.5%	0.5%	919,259	+16.1%	$29.9M
IVWIshares Tr	0.5%	0.5%	208,712	+0.2%	$29.7M
MUBIshares Tr	0.5%	—	285,990	—	$28.9M
IWMIshares Tr	0.5%	0.5%	97,153	+17.4%	$27.0M
IWDIshares Tr	0.5%	0.4%	105,219	+13.8%	$26.1M
LQDIshares Tr	0.5%	0.5%	254,376	+6.7%	$26.0M
HYSPimco 0-5 Year High Yield Corporate Bond	0.4%	0.4%	260,802	+7.0%	$23.6M
IJHIshares Tr	0.4%	0.5%	326,978	+0.3%	$23.5M
JPMJpmorgan Chase & Co	0.4%	0.4%	68,281	-2.8%	$22.6M
AVGOBroadcom Inc	0.4%	0.4%	64,113	+2.2%	$22.5M
IWBIshares Tr	0.4%	—	53,945	—	$22.4M
IDVIshares Tr	0.4%	0.4%	514,930	+2.6%	$21.7M
HYLBDbx ETF Tr	0.4%	0.4%	593,474	+13.0%	$20.9M
GLDSpdr Gold Tr	0.4%	0.3%	53,276	+3.5%	$20.3M
METAMeta Platforms Inc	0.4%	—	27,283	—	$19.8M

What Td Private Client Wealth LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

AGG Ishares Tr+41.3% shares
IWM Ishares Tr+17.4% shares
SCHD Schwab Strategic Tr+16.1% shares
IWD Ishares Tr+13.8% shares
HYLB Dbx ETF Tr+13.0% shares
IGIB Ishares Tr+12.8% shares
IEMG Ishares Inc+10.9% shares
SPMO Invesco Exch Traded Fd Tr II+9.7% shares

Reduced

AMZN Amazon Com Inc-7.9% shares
AAPL Apple Inc-6.6% shares
VOO Vanguard Index Fds-5.9% shares
IEI Ishares Tr-5.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +2.8% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$5.5B	1,768
Q2 2026	$5.4B	1,698
Q1 2026	$4.8B	1,649
Q4 2025	$4.7B	1,632
Q3 2025	$4.4B	1,535
Q2 2025	$4.1B	1,404
Q1 2025	$3.6B	1,415
Q4 2024	$3.6B	1,313
Q3 2024	$3.5B	1,280
Q2 2024	$3.2B	1,216
Q1 2024	$3.0B	1,215

Questions about Td Private Client Wealth LLC's portfolio

What stocks does Td Private Client Wealth LLC own?

Td Private Client Wealth LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 1,768 positions worth $5.5B. The largest are Spdr Series Trust (SPLG) at 9.4%, Ishares Tr (IEFA) at 6.9%, Vanguard Scottsdale Fds (VMBS) at 4.8%, State Str Spdr S&p 500 ETF T (SPY) at 3.9% and Ishares Tr (GOVT) at 3.7%.

What did Td Private Client Wealth LLC buy last quarter?

In Q3 2026, Td Private Client Wealth LLC added Ishares Tr (AGG) (+41.3% shares), Ishares Tr (IWM) (+17.4% shares) and Schwab Strategic Tr (SCHD) (+16.1% shares), compared with its Q2 2026 filing.

What did Td Private Client Wealth LLC sell last quarter?

In Q3 2026, Td Private Client Wealth LLC cut from its top 50 Invesco Qqq Tr (QQQ), cut from its top 50 Ishares Tr (IVE), cut from its top 50 Vanguard Index Fds (VB), Amazon Com Inc (AMZN) (-7.9% shares), Apple Inc (AAPL) (-6.6% shares) and Vanguard Index Fds (VOO) (-5.9% shares), compared with its Q2 2026 filing.

When is Td Private Client Wealth LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Td Private Client Wealth LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Td Private Client Wealth LLC manage?

Td Private Client Wealth LLC reported $8.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.5B.