TD PRIVATE CLIENT WEALTH LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
1,632
Total value ($000)
$4,694,157
Net value change ($000)
+254,627 (5.7%)
New positions
203
Sold out positions
104
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 37,645 10.5%
IEFA 30,956 12.4%
VMBS 23,553 11.2%
DGRO 17,303 16.9%
GOVT 17,085 11.0%
IGIB 15,652 16.3%
VXF 13,755 14.6%
VOOG 13,161 13.0%
IWD 11,084 51.1%
VGSH 10,192 10.7%
Top Reduces (Value $000, Stocks/ETFs)
META -7,346 -24.4%
TTE -5,707 -100.0%
NFLX -5,579 -63.1%
MSFT -4,333 -6.9%
SPY -4,265 -2.0%
VZ -3,675 -37.8%
QQQ -2,875 -6.2%
VCSH -2,614 -4.9%
ABBV -2,482 -13.8%
ETN -2,179 -53.0%
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