EdgeMarket › What Td Private Client Wealth Llc reported owning
What Td Private Client Wealth Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.8BPositions
1,649Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPYM State Street SPDR Portfolio S&P 500 ETF | 399.4M | 8.3% | 5.2M | 90.13 | +20.1% |
| IEFA iShares Core MSCI EAFE ETF | 307.3M | 6.4% | 3.4M | 100.85 | +16.8% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 248.3M | 5.2% | 5.3M | 46.15 | -0.4% |
| SPY SPDR S&P 500 ETF TRUST | 197.6M | 4.1% | 303.8K | 765.72 | +20.0% |
| GOVT iShares U.S. Treasury Bond ETF | 187.2M | 3.9% | 8.2M | 22.45 | -2.0% |
| DGRO iShares Core Dividend Growth ETF | 131.3M | 2.7% | 1.9M | 79.61 | +20.0% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 125.4M | 2.6% | 2.4M | 52.14 | -2.5% |
| VGSH Vanguard Short-Term Treasury ETF | 121.2M | 2.5% | 2.1M | 58.13 | -0.9% |
| VXF Vanguard Extended Market ETF | 120.1M | 2.5% | 583.4K | 245.53 | +23.5% |
| VOOG Vanguard S&P 500 Growth ETF | 108.8M | 2.3% | 267.0K | 83.46 | +22.2% |
| VIG Vanguard Div Appreciation ETF | 100.6M | 2.1% | 467.6K | 243.91 | +16.2% |
| IEMG iShares Core MSCI Emerging Markets ETF | 74.0M | 1.5% | 1.1M | 81.57 | +31.9% |
| SHY iShares 1-3 Year Treasury Bond ETF | 68.6M | 1.4% | 831.2K | 82.00 | -0.9% |
| TLT iShares 20 Year Treasury Bond ETF | 64.0M | 1.3% | 738.4K | 82.05 | -5.5% |
| EFA iShares MSCI EAFE ETF | 56.5M | 1.2% | 581.3K | 108.24 | +17.1% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 55.1M | 1.1% | 695.0K | 78.59 | -1.3% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 51.9M | 1.1% | 987.7K | 52.11 | -1.4% |
| NVDA NVIDIA CORP | 50.1M | 1.0% | 287.0K | 214.72 | +22.4% |
| AGG iShares Core U.S. Aggregate Bond ETF | 49.1M | 1.0% | 495.0K | 97.35 | -1.7% |
| IEI iShares 3-7 Year Treasury Bond ETF | 48.7M | 1.0% | 410.8K | 116.41 | -2.1% |
| IVV iShares Core S&P 500 ETF | 47.4M | 1.0% | 72.6K | 769.31 | +20.0% |
| VOO Vanguard S&P 500 ETF | 46.3M | 1.0% | 77.4K | 703.71 | +20.0% |
| MSFT MICROSOFT CORP | 43.7M | 0.9% | 118.1K | 483.24 | -4.4% |
| IWF iShares Russell 1000 Growth Fund | 42.8M | 0.9% | 100.3K | 122.39 | +11.2% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 41.8M | 0.9% | 72.3K | 713.44 | +26.1% |
| AAPL Apple Inc. | 41.3M | 0.9% | 162.8K | 309.35 | +36.9% |
| VTV Vanguard Morningstar Value ETF | 36.3M | 0.8% | 184.9K | 226.40 | +24.6% |
| VONG Vanguard Russell 1000 Growth ETF | 31.8M | 0.7% | 290.3K | 125.99 | +11.3% |
| SPMO Invesco S&P 500 Momentum ETF | 31.8M | 0.7% | 284.0K | 148.73 | +28.7% |
| AMZN AMAZON COM INC | 31.4M | 0.7% | 150.8K | 258.63 | +15.6% |
| VO Vanguard Morningstar Mid-Cap ETF | 30.4M | 0.6% | 105.8K | 82.97 | +15.9% |
| VUG Vanguard Morningstar Growth ETF | 29.5M | 0.6% | 67.5K | 87.50 | +15.9% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 28.1M | 0.6% | 339.8K | 81.05 | -2.5% |
| EFV iShares MSCI EAFE Value ETF | 27.1M | 0.6% | 364.7K | 82.23 | +21.4% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 26.5M | 0.5% | 910.1K | 35.32 | +17.3% |
| GOOGL Alphabet Inc. | 26.2M | 0.5% | 91.1K | 344.82 | +73.0% |
| IVW iShares S&P 500 Growth ETF | 25.5M | 0.5% | 225.2K | 138.83 | +22.2% |
| IWM iShares Russell 2000 ETF | 24.0M | 0.5% | 96.9K | 299.96 | +33.1% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 23.3M | 0.5% | 214.1K | 105.92 | -3.5% |
| SCHD Schwab US Dividend Equity ETF | 22.7M | 0.5% | 739.9K | 35.11 | +27.6% |
| IJH iShares Core S&P Mid-Cap ETF | 22.3M | 0.5% | 330.7K | 76.77 | +20.8% |
| JPM JPMORGAN CHASE & CO | 21.9M | 0.5% | 74.5K | 351.58 | +20.3% |
| HYS PIMCO 0-5 Year High Yield Corporat Bond Index | 21.2M | 0.4% | 227.4K | 92.82 | -2.1% |
| AVGO Broadcom Inc. | 20.3M | 0.4% | 65.7K | 368.45 | +26.5% |
| IDV iShares International Select Dividend ETF | 20.2M | 0.4% | 473.9K | 45.09 | +22.4% |
| IWD iShares Russell 1000 Value ETF | 19.4M | 0.4% | 90.8K | 257.29 | +29.2% |
| CVX CHEVRON CORP | 19.2M | 0.4% | 92.8K | 205.27 | +34.0% |
| META Meta Platforms, Inc. | 19.1M | 0.4% | 33.4K | 549.90 | -26.5% |
| IWB iShares Russell 1000 ETF | 18.1M | 0.4% | 50.7K | 419.69 | +19.8% |
| GLD SPDR GOLD TRUST | 17.7M | 0.4% | 41.2K | 423.36 | +37.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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