TD PRIVATE CLIENT WEALTH LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
1,535
Total value ($000)
$4,439,530
Net value change ($000)
+368,777 (9.1%)
New positions
171
Sold out positions
42
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/15/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 43,374 13.8%
SPMO 29,964 503.4%
IEFA 28,119 12.7%
VOOG 19,192 23.5%
IGIB 18,861 24.4%
DGRO 18,733 22.4%
VMBS 18,033 9.4%
VXF 13,439 16.6%
NVDA 12,204 31.3%
VGSH 12,051 14.5%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -4,835 -18.2%
KVUE -4,832 -85.1%
CRM -4,374 -65.0%
IUSV -3,402 -22.5%
ACN -3,397 -78.8%
LAZ -3,203 -85.8%
PM -3,088 -16.5%
MRK -2,945 -58.9%
KO -2,854 -43.2%
SPOT -2,829 -35.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type