Td Private Client Wealth Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.82B
Q ending 2026-03-31
Prior quarter
$4.69B
Q ending 2025-12-31
Change
+2.7% QoQ · +32.8% YoY
Positions
1,649
reported holdings
Largest positions
Top 100 of 1,649 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $399.4M | 5.2M |
| Ishares Tr | IEFA | Shares | $307.3M | 3.4M |
| Vanguard Scottsdale Fds | VMBS | Shares | $248.3M | 5.3M |
| Spdr S&P 500 Etf Tr | SPY | Shares | $197.6M | 304K |
| Ishares Tr | GOVT | Shares | $187.2M | 8.2M |
| Ishares Tr | DGRO | Shares | $131.3M | 1.9M |
| Ishares Tr | IGIB | Shares | $125.4M | 2.4M |
| Vanguard Scottsdale Fds | VGSH | Shares | $121.2M | 2.1M |
| Vanguard Index Fds | VXF | Shares | $120.1M | 583K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $108.8M | 267K |
| Vanguard Specialized Funds | VIG | Shares | $100.6M | 468K |
| Ishares Inc | IEMG | Shares | $74.0M | 1.1M |
| Ishares Tr | SHY | Shares | $68.6M | 831K |
| Ishares Tr | TLT | Shares | $64.0M | 738K |
| Ishares Tr | EFA | Shares | $56.5M | 581K |
| Vanguard Scottsdale Fds | VCSH | Shares | $55.1M | 695K |
| Ishares Tr | IGSB | Shares | $51.9M | 988K |
| Nvidia Corporation | NVDA | Shares | $50.1M | 287K |
| Ishares Tr | AGG | Shares | $49.1M | 495K |
| Ishares Tr | IEI | Shares | $48.7M | 411K |
| Ishares Tr | IVV | Shares | $47.4M | 73K |
| Vanguard Index Fds | VOO | Shares | $46.3M | 77K |
| Microsoft Corp | MSFT | Shares | $43.7M | 118K |
| Ishares Tr | IWF | Shares | $42.8M | 100K |
| Invesco Qqq Tr | QQQ | Shares | $41.8M | 72K |
| Apple Inc | AAPL | Shares | $41.3M | 163K |
| Vanguard Index Fds | VTV | Shares | $36.3M | 185K |
| Vanguard Scottsdale Fds | VONG | Shares | $31.8M | 290K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $31.8M | 284K |
| Amazon Com Inc | AMZN | Shares | $31.4M | 151K |
| Vanguard Index Fds | VO | Shares | $30.4M | 106K |
| Vanguard Index Fds | VUG | Shares | $29.5M | 68K |
| Vanguard Scottsdale Fds | VCIT | Shares | $28.1M | 340K |
| Ishares Tr | EFV | Shares | $27.1M | 365K |
| Schwab Strategic Tr | SCHG | Shares | $26.5M | 910K |
| Alphabet Inc | GOOGL | Shares | $26.2M | 91K |
| Ishares Tr | IVW | Shares | $25.5M | 225K |
| Ishares Tr | IWM | Shares | $24.0M | 97K |
| Ishares Tr | LQD | Shares | $23.3M | 214K |
| Schwab Strategic Tr | SCHD | Shares | $22.7M | 740K |
| Ishares Tr | IJH | Shares | $22.3M | 331K |
| Jpmorgan Chase & Co. | JPM | Shares | $21.9M | 74K |
| Pimco Etf Tr | HYS | Shares | $21.2M | 227K |
| Broadcom Inc | AVGO | Shares | $20.3M | 66K |
| Ishares Tr | IDV | Shares | $20.2M | 474K |
| Ishares Tr | IWD | Shares | $19.4M | 91K |
| Chevron Corp New | CVX | Shares | $19.2M | 93K |
| Meta Platforms Inc | META | Shares | $19.1M | 33K |
| Ishares Tr | IWB | Shares | $18.1M | 51K |
| Spdr Gold Tr | GLD | Shares | $17.7M | 41K |
| Ishares Tr | IVE | Shares | $17.4M | 82K |
| Vanguard Bd Index Fds | BSV | Shares | $16.3M | 208K |
| Dbx Etf Tr | HYLB | Shares | $16.1M | 446K |
| Ishares Tr | SUB | Shares | $15.9M | 150K |
| Vanguard Index Fds | VB | Shares | $14.8M | 56K |
| Spdr Series Trust | TFI | Shares | $14.5M | 320K |
| Abbvie Inc | ABBV | Shares | $14.4M | 66K |
| Ishares Tr | IEF | Shares | $13.9M | 146K |
| Ishares Tr | IJR | Shares | $12.8M | 103K |
| Vanguard Bd Index Fds | BIV | Shares | $12.6M | 163K |
| Alphabet Inc | GOOG | Shares | $12.5M | 43K |
| Philip Morris Intl Inc | PM | Shares | $12.1M | 73K |
| Vanguard Bd Index Fds | BLV | Shares | $11.9M | 173K |
| Spdr Series Trust | SDY | Shares | $11.7M | 80K |
| Vanguard Bd Index Fds | BND | Shares | $11.3M | 153K |
| Medtronic Plc | Shares | $10.9M | 126K | |
| Prologis Inc. | PLD | Shares | $10.8M | 82K |
| Spdr Series Trust | SHM | Shares | $10.4M | 216K |
| Vanguard Whitehall Fds | VWOB | Shares | $9.9M | 151K |
| Verizon Communications Inc | VZ | Shares | $9.8M | 196K |
| Gilead Sciences Inc | GILD | Shares | $9.7M | 70K |
| Ishares Tr | IUSG | Shares | $9.7M | 62K |
| Ishares Tr | IUSV | Shares | $9.6M | 93K |
| Vanguard World Fd | VGT | Shares | $9.4M | 14K |
| Ishares Tr | DVY | Shares | $9.4M | 62K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $9.1M | 27K |
| Vanguard Scottsdale Fds | VONV | Shares | $8.9M | 95K |
| Mastercard Incorporated | MA | Shares | $8.9M | 18K |
| Wells Fargo Co New | WFC | Shares | $8.5M | 107K |
| Vanguard Mun Bd Fds | VTEB | Shares | $8.3M | 166K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $8.1M | 17K |
| Vanguard Index Fds | VV | Shares | $8.1M | 27K |
| Wisdomtree Tr | DEM | Shares | $8.0M | 161K |
| Ishares Tr | IWR | Shares | $8.0M | 82K |
| Johnson & Johnson | JNJ | Shares | $7.9M | 32K |
| Totalenergies Se | Shares | $7.9M | 85K | |
| British Amern Tob Plc | BTI | Shares | $7.8M | 133K |
| Cvs Health Corp | CVS | Shares | $7.7M | 107K |
| Exxon Mobil Corp | XOM | Shares | $7.5M | 44K |
| Ishares Tr | MUB | Shares | $7.4M | 70K |
| Spdr Series Trust | SPSB | Shares | $7.3M | 243K |
| Cme Group Inc | CME | Shares | $7.3M | 25K |
| Nextera Energy Inc | NEE | Shares | $7.1M | 77K |
| Merck & Co Inc | MRK | Shares | $7.1M | 59K |
| Bank America Corp | BAC | Shares | $7.1M | 146K |
| Cisco Sys Inc | CSCO | Shares | $7.1M | 92K |
| Paychex Inc | PAYX | Shares | $6.9M | 75K |
| At&T Inc | T | Shares | $6.9M | 238K |
| Rtx Corporation | RTX | Shares | $6.9M | 36K |
| Us Bancorp Del | USB | Shares | $6.8M | 130K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.