Funds › TD Private Client Wealth LLC
TD Private Client Wealth LLC
13F for Q3 2026, filed Oct 28, 2026. 1,766 positions worth $5.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 28, 2026
Reported value
$5.5B
+$107.8M (2.0%) vs Q2 2026
Positions
1,766
1,696 in Q2 2026
Top 10 share
42.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust St Str P500ETF | 5.82M | $522.1M | 9.4% | +5.6% | 13F ↗ |
| 2 | iShares Tr Core Msci Eafe | 3.96M | $383.9M | 6.9% | +6.9% | 13F ↗ |
| 3 | Vanguard Scottsdale Fds MTG-BKD Secs Etf | 5.99M | $266.1M | 4.8% | +5.2% | 13F ↗ |
| 4 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 281,955 | $215.0M | 3.9% | -3.3% | 13F ↗ |
| 5 | iShares Tr Us Treas Bd Etf | 9.39M | $205.3M | 3.7% | +5.9% | 13F ↗ |
| 6 | iShares Tr Ishs 5-10YR Invt | 3.25M | $163.7M | 2.9% | +12.8% | 13F ↗ |
| 7 | iShares Tr Core Div Grwth | 2.17M | $163.5M | 2.9% | +6.5% | 13F ↗ |
| 8 | Vanguard Index Fds Extend Mkt Etf | 681,804 | $157.9M | 2.8% | +7.8% | 13F ↗ |
| 9 | Vanguard Admiral Fds Inc 500 Grth Idx F | 1.83M | $156.4M | 2.8% | +6.6% | 13F ↗ |
| 10 | Vanguard Scottsdale Fds Short Term Treas | 2.31M | $133.2M | 2.4% | +5.1% | 13F ↗ |
| 11 | iShares Inc Core Msci Emkt | 1.33M | $108.1M | 1.9% | +10.9% | 13F ↗ |
| 12 | Vanguard Specialized Funds Div App Etf | 432,533 | $100.9M | 1.8% | -2.9% | 13F ↗ |
| 13 | iShares Tr Core Us Aggbd Et | 726,153 | $68.7M | 1.2% | +41.3% | 13F ↗ |
| 14 | iShares Tr Etf | 854,819 | $66.5M | 1.2% | +5.1% | 13F ↗ |
| 15 | iShares Tr Etf | 803,505 | $65.2M | 1.2% | -1.8% | 13F ↗ |
| 16 | iShares Tr Msci Eafe Etf | 619,673 | $64.4M | 1.2% | +1.4% | 13F ↗ |
| 17 | NVDA NVIDIA Corporation | 281,678 | $64.3M | 1.2% | -0.1% | 13F ↗ |
| 18 | MSFT Microsoft Corporation | 115,392 | $59.2M | 1.1% | +7.6% | 13F ↗ |
| 19 | iShares Tr Ishs 1-5YR Invs | 1.15M | $58.7M | 1.1% | +8.5% | 13F ↗ |
| 20 | iShares Tr Core S&P500 Etf | 76,166 | $58.3M | 1.1% | +4.3% | 13F ↗ |
| 21 | Invesco Exch Traded Fd Tr II S&P 500 Momntm | 382,186 | $57.9M | 1.0% | +9.7% | 13F ↗ |
| 22 | Vanguard Scottsdale Fds Shrt Trm Corp Bd | 692,852 | $53.5M | 1.0% | -1.5% | 13F ↗ |
| 23 | iShares Tr Rus 1000 Grw Etf | 419,636 | $52.6M | 0.9% | +8.4% | 13F ↗ |
| 24 | AAPL Apple Inc. | 157,258 | $52.4M | 0.9% | -6.6% | 13F ↗ |
| 25 | Vanguard Index Fds S&P 500 Etf Shs | 71,858 | $50.4M | 0.9% | -5.9% | 13F ↗ |
| 26 | iShares Tr 3 7 Yr Treas Bd | 374,707 | $42.5M | 0.8% | -5.0% | 13F ↗ |
| 27 | Vanguard Scottsdale Fds Vng RUS1000GRW | 315,935 | $40.7M | 0.7% | +4.3% | 13F ↗ |
| 28 | Vanguard Index Fds Mrngstr Val Etf | 186,428 | $40.3M | 0.7% | -1.3% | 13F ↗ |
| 29 | Vanguard Index Fds Mrngstr Mid Cap | 494,945 | $38.8M | 0.7% | +7.2% | 13F ↗ |
| 30 | GOOGL Alphabet Inc. Class A | 107,369 | $36.9M | 0.7% | +9.0% | 13F ↗ |
| 31 | AMZN Amazon.com, Inc. | 145,772 | $36.3M | 0.7% | -7.9% | 13F ↗ |
| 32 | Vanguard Index Fds Mrngstr Grwt Etf | 400,017 | $36.0M | 0.6% | +1.8% | 13F ↗ |
| 33 | Schwab Strategic Tr Us Lcap Gr Etf | 906,587 | $32.6M | 0.6% | +1.6% | 13F ↗ |
| 34 | Vanguard Scottsdale Fds INT-TERM Corp | 412,952 | $32.3M | 0.6% | +3.0% | 13F ↗ |
| 35 | iShares Tr Eafe Value Etf | 402,770 | $31.9M | 0.6% | +8.9% | 13F ↗ |
| 36 | Schwab Strategic Tr Us Dividend Eq | 919,259 | $29.9M | 0.5% | +16.1% | 13F ↗ |
| 37 | iShares Tr S&P 500 Grwt Etf | 208,712 | $29.7M | 0.5% | +0.2% | 13F ↗ |
| 38 | iShares Tr National Mun Etf | 285,990 | $28.9M | 0.5% | +349% | 13F ↗ |
| 39 | iShares Tr Etf | 97,153 | $27.0M | 0.5% | +17.4% | 13F ↗ |
| 40 | iShares Tr Rus 1000 Val Etf | 105,219 | $26.1M | 0.5% | +13.8% | 13F ↗ |
| 41 | iShares Tr Etf | 254,376 | $26.0M | 0.5% | +6.7% | 13F ↗ |
| 42 | Pimco ETF Tr 0-5 High Yield | 260,802 | $23.6M | 0.4% | +7.0% | 13F ↗ |
| 43 | iShares Tr Core S&P Mcp Etf | 326,978 | $23.5M | 0.4% | +0.3% | 13F ↗ |
| 44 | JPM JPMorgan Chase & Co. | 68,281 | $22.6M | 0.4% | -2.8% | 13F ↗ |
| 45 | AVGO Broadcom Inc. | 64,113 | $22.5M | 0.4% | +2.2% | 13F ↗ |
| 46 | iShares Tr Rus 1000 Etf | 53,945 | $22.4M | 0.4% | +45.9% | 13F ↗ |
| 47 | iShares Tr Intl Sel Div Etf | 514,930 | $21.7M | 0.4% | +2.6% | 13F ↗ |
| 48 | Dbx ETF Tr Xtrack Usd High | 593,474 | $20.9M | 0.4% | +13.0% | 13F ↗ |
| 49 | GLD SPDR Gold Shares · Gold Shs | 53,276 | $20.3M | 0.4% | +3.5% | 13F ↗ |
| 50 | META Meta Platforms, Inc. | 27,283 | $19.8M | 0.4% | +6.1% | 13F ↗ |
Showing the top 50 of 1,766 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
170 new, 620 added to, 643 trimmed, 100 exited, 351 unchanged. By estimated dollars.
New positions (170)
| XOM ExxonMobil Holdings Corporation | 30,167 | New | $4.9M |
| Vanguard World Fd Esg Us Stk Etf | 13,593 | New | $1.8M |
| OKE ONEOK, Inc. | 20,357 | New | $1.7M |
| GMED Globus Medical, Inc. | 9,794 | New | $733.6K |
| TPG TPG Inc. | 15,052 | New | $664.2K |
| Wisdomtree Tr Etf | 22,495 | New | $507.0K |
| SKHY SK hynix Inc. · American Deposit | 1,899 | New | $349.7K |
| John Hancock Exchange Traded Etf | 8,814 | New | $275.4K |
| Abrdn Etfs Bbrg All Commdy | 6,082 | New | $234.0K |
| Wisdomtree Tr | 5,206 | New | $170.8K |
Added to (620)
| Spdr Series Trust St Str P500ETF | 5.82M | +5.6% | $27.7M |
| iShares Tr Core Msci Eafe | 3.96M | +6.9% | $24.9M |
| iShares Tr National Mun Etf | 285,990 | +349% | $22.5M |
| iShares Tr Core Us Aggbd Et | 726,153 | +41.3% | $20.1M |
| iShares Tr Ishs 5-10YR Invt | 3.25M | +12.8% | $18.5M |
| Vanguard Scottsdale Fds MTG-BKD Secs Etf | 5.99M | +5.2% | $13.3M |
| Vanguard Index Fds Extend Mkt Etf | 681,804 | +7.8% | $11.5M |
| iShares Tr Us Treas Bd Etf | 9.39M | +5.9% | $11.4M |
| iShares Inc Core Msci Emkt | 1.33M | +10.9% | $10.6M |
| iShares Tr Core Div Grwth | 2.17M | +6.5% | $10.0M |
Trimmed (643)
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 281,955 | -3.3% | -$7.4M |
| Vanguard Mun Bd Fds Tax Exempt Bd | 55,925 | -68.6% | -$5.8M |
| Vanguard Scottsdale Fds LG-TERM Cor Bd | 6,174 | -90.7% | -$4.1M |
| Vanguard Bd Index Fds Long Term Bond | 102,962 | -38.7% | -$4.1M |
| AAPL Apple Inc. | 157,258 | -6.6% | -$3.7M |
| Vanguard Index Fds S&P 500 Etf Shs | 71,858 | -5.9% | -$3.2M |
| AMZN Amazon.com, Inc. | 145,772 | -7.9% | -$3.1M |
| AMGN Amgen Inc. | 10,201 | -41.6% | -$3.1M |
| Vanguard Specialized Funds Div App Etf | 432,533 | -2.9% | -$3.1M |
| ABBV AbbVie Inc. | 56,858 | -16.5% | -$2.9M |
Exited (100)
| Invesco Qqq Tr | 69,212 | Exited | -$51.0M |
| RTX RTX Corporation | 30,783 | Exited | -$5.8M |
| Exxon Mobil Corp | 35,172 | Exited | -$4.8M |
| iShares Inc Etf | 61,718 | Exited | -$2.4M |
| TRV The Travelers Companies, Inc. | 7,130 | Exited | -$2.4M |
| COR Cencora, Inc. | 4,098 | Exited | -$1.2M |
| Avalonbay Communities Inc Reit | 4,243 | Exited | -$800.6K |
| PWR Quanta Services, Inc. | 1,052 | Exited | -$757.5K |
| FTNT Fortinet, Inc. | 4,098 | Exited | -$629.6K |
| TGT Target Corporation | 3,999 | Exited | -$522.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 28, 2026 | 13F-HR | 1,784 | $5.5B | Current | SEC ↗ |
| Q2 2026 | Aug 4, 2026 | 13F-HR | 1,698 | $5.4B | Current | SEC ↗ |
| Q1 2026 | Apr 27, 2026 | 13F-HR | 1,649 | $4.8B | Current | SEC ↗ |
| Q4 2025 | Feb 5, 2026 | 13F-HR | 1,632 | $4.7B | Current | SEC ↗ |
| Q3 2025 | Oct 27, 2025 | 13F-HR | 1,535 | $4.4B | Current | SEC ↗ |
| Q2 2025 | Jul 15, 2025 | 13F-HR | 1,404 | $4.1B | Current | SEC ↗ |
| Q1 2025 | Apr 29, 2025 | 13F-HR | 1,415 | $3.6B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer