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 PRIVATE CLIENT WEALTH LLC (CIK 1551017) reported $4.82B across 1,635 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($399.4M, 8.28%), IEFA ($307.3M, 6.37%), VMBS ($248.3M, 5.15%), SPY ($197.6M, 4.10%), GOVT ($187.2M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $399.4M | 8.28% | 5.2M | Added |
| 2 | IEFA | ISHARES TR | $307.3M | 6.37% | 3.4M | Added |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS | $248.3M | 5.15% | 5.3M | Added |
| 4 | SPY | SPDR S&P 500 ETF TR | $197.6M | 4.10% | 303,803 | Trimmed |
| 5 | GOVT | ISHARES TR | $187.2M | 3.88% | 8.2M | Added |
| 6 | DGRO | ISHARES TR | $131.3M | 2.72% | 1.9M | Added |
| 7 | IGIB | ISHARES TR | $125.4M | 2.60% | 2.4M | Added |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | $121.2M | 2.51% | 2.1M | Added |
| 9 | VXF | VANGUARD INDEX FDS | $120.1M | 2.49% | 583,386 | Added |
| 10 | VOOG | VANGUARD ADMIRAL FDS INC | $108.8M | 2.26% | 266,977 | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $100.6M | 2.09% | 467,630 | Trimmed |
| 12 | IEMG | ISHARES INC | $74.0M | 1.53% | 1.1M | Added |
| 13 | SHY | ISHARES TR | $68.6M | 1.42% | 831,189 | Trimmed |
| 14 | TLT | ISHARES TR | $64.0M | 1.33% | 738,417 | Added |
| 15 | EFA | ISHARES TR | $56.5M | 1.17% | 581,266 | Added |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $55.1M | 1.14% | 694,996 | Added |
| 17 | IGSB | ISHARES TR | $51.9M | 1.08% | 987,732 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $50.1M | 1.04% | 287,014 | Added |
| 19 | AGG | ISHARES TR | $49.1M | 1.02% | 494,966 | Added |
| 20 | IEI | ISHARES TR | $48.7M | 1.01% | 410,840 | Trimmed |
| 21 | IVV | ISHARES TR | $47.4M | 0.98% | 72,567 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $46.3M | 0.96% | 77,408 | Added |
| 23 | MSFT | MICROSOFT CORP | $43.7M | 0.91% | 118,075 | Trimmed |
| 24 | IWF | ISHARES TR | $42.8M | 0.89% | 100,267 | Added |
| 25 | QQQ | INVESCO QQQ TR | $41.8M | 0.87% | 72,338 | Added |
Source: SEC Form 13F filings · as of 2026-03-31