Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TD Capital Management LLC (CIK 1483824) reported $1.11B across 845 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($190.8M, 17.17%), VTI ($82.7M, 7.44%), BSV ($54.5M, 4.90%), IVV ($52.5M, 4.73%), LDUR ($41.8M, 3.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $190.8M | 17.17% | 1.3M | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $82.7M | 7.44% | 257,701 | Added |
| 3 | BSV | VANGUARD BD INDEX FDS | $54.5M | 4.90% | 694,812 | Trimmed |
| 4 | IVV | ISHARES TR | $52.5M | 4.73% | 80,430 | Added |
| 5 | LDUR | PIMCO ETF TR | $41.8M | 3.76% | 436,032 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $40.2M | 3.62% | 187,074 | Trimmed |
| 7 | BND | VANGUARD BD INDEX FDS | $38.9M | 3.50% | 527,933 | Added |
| 8 | QUAL | ISHARES TR | $37.7M | 3.39% | 196,375 | Trimmed |
| 9 | VUG | VANGUARD INDEX FDS | $33.5M | 3.01% | 76,716 | Trimmed |
| 10 | VTV | VANGUARD INDEX FDS | $27.0M | 2.43% | 137,633 | Trimmed |
| 11 | VV | VANGUARD INDEX FDS | $26.3M | 2.37% | 88,071 | Trimmed |
| 12 | AGG | ISHARES TR | $26.0M | 2.34% | 261,814 | Trimmed |
| 13 | MINT | PIMCO ETF TR | $25.0M | 2.25% | 248,898 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $24.9M | 2.24% | 41,738 | Added |
| 15 | SMMU | PIMCO ETF TR | $20.3M | 1.83% | 402,850 | Added |
| 16 | JCPB | J P MORGAN EXCHANGE TRADED F | $19.4M | 1.74% | 411,891 | Added |
| 17 | AZO | AUTOZONE INC | $16.9M | 1.52% | 5,016 | Hold |
| 18 | LMBS | FIRST TR EXCHANGE-TRADED FD | $15.7M | 1.41% | 314,942 | Added |
| 19 | JSCP | J P MORGAN EXCHANGE TRADED F | $15.2M | 1.37% | 321,942 | Added |
| 20 | IXUS | ISHARES TR | $13.9M | 1.25% | 160,034 | Trimmed |
| 21 | JPLD | J P MORGAN EXCHANGE TRADED F | $13.8M | 1.24% | 263,719 | Added |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $13.6M | 1.22% | 268,412 | Added |
| 23 | USMV | ISHARES TR | $12.2M | 1.10% | 131,500 | Trimmed |
| 24 | SPHQ | INVESCO EXCHANGE TRADED FD T | $12.2M | 1.10% | 162,354 | Trimmed |
| 25 | DGRW | WISDOMTREE TR | $11.8M | 1.06% | 133,853 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31