TD PRIVATE CLIENT WEALTH LLC

Q3 2025 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 7/15/2025 Next filing: 2/5/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 TORONTO DOMINION BANK 028-11527