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 $5.44B across 1,696 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($484.1M, 8.90%), IEFA ($357.9M, 6.58%), VMBS ($266.5M, 4.90%), SPY ($217.8M, 4.00%), GOVT ($201.9M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | $484.1M | 8.90% | 5.5M | Added |
| 2 | IEFA | ISHARES TR CORE MSCI EAFE ETF | $357.9M | 6.58% | 3.7M | Added |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF | $266.5M | 4.90% | 5.7M | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | $217.8M | 4.00% | 291,642 | Trimmed |
| 5 | GOVT | ISHARES TR U S TREAS BD ETF | $201.9M | 3.71% | 8.9M | Added |
| 6 | VXF | VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | $155.7M | 2.86% | 632,279 | Added |
| 7 | DGRO | ISHARES TR CORE DIVID GROWTH ETF | $154.3M | 2.84% | 2.0M | Added |
| 8 | IGIB | ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF | $153.3M | 2.82% | 2.9M | Added |
| 9 | VOOG | VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS | $141.7M | 2.60% | 1.7M | Added |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD | $128.1M | 2.35% | 2.2M | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS | $105.4M | 1.94% | 445,642 | Trimmed |
| 12 | IEMG | ISHARES INC CORE MSCI EMERGING MKTS ETF | $99.5M | 1.83% | 1.2M | Added |
| 13 | TLT | ISHARES TR 20 plus YR TREAS BD ETF | $70.3M | 1.29% | 813,576 | Added |
| 14 | SHY | ISHARES TR 1-3 YR TREAS BD ETF | $67.2M | 1.23% | 818,344 | Trimmed |
| 15 | EFA | ISHARES TR MSCI EAFE ETF | $63.5M | 1.17% | 611,249 | Added |
| 16 | NVDA | NVIDIA CORP COM | $56.4M | 1.04% | 281,942 | Trimmed |
| 17 | SPMO | INVESCO EXCHANGE-TRADED FD TR II S&P 500 MOMENTUM ETF | $56.3M | 1.03% | 348,450 | Added |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD | $55.6M | 1.02% | 703,186 | Added |
| 19 | IGSB | ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF | $55.4M | 1.02% | 1.1M | Added |
| 20 | IVV | ISHARES TR CORE S&P 500 ETF | $54.7M | 1.00% | 73,012 | Added |
| 21 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | $52.4M | 0.96% | 76,354 | Trimmed |
| 22 | QQQ | INVESCO QQQ TR UNIT SER 1 | $51.0M | 0.94% | 69,212 | Trimmed |
| 23 | AGG | ISHARES TR CORE U S AGGREGATE BD ETF | $50.9M | 0.93% | 513,842 | Added |
| 24 | AAPL | APPLE INC COM | $48.7M | 0.90% | 168,450 | Added |
| 25 | IWF | ISHARES TR RUSSELL 1000 GROWTH ETF | $48.1M | 0.88% | 387,276 | Added |
Source: SEC Form 13F filings · as of 2026-06-30