TD PRIVATE CLIENT WEALTH LLC

Q4 2025 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 10/27/2025 Next filing: — 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 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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 TORONTO DOMINION BANK 028-11527