TD PRIVATE CLIENT WEALTH LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
1,649
Total value ($000)
$4,821,838
Net value change ($000)
+127,681 (2.7%)
New positions
128
Sold out positions
109
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEFA 27,046 9.7%
EFV 20,053 283.9%
IEMG 17,231 30.4%
VGSH 15,913 15.1%
GOVT 15,094 8.8%
VMBS 14,830 6.4%
IGIB 13,660 12.2%
VXF 11,867 11.0%
DGRO 11,696 9.8%
IGSB 8,803 20.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -14,843 -25.4%
IWD -13,384 -40.8%
SPY -12,836 -6.1%
SPMO -8,737 -21.5%
SHY -6,609 -8.8%
XLF -5,623 -88.3%
VOOG -5,231 -4.6%
JPM -4,995 -18.6%
AMZN -4,632 -12.9%
IWF -4,576 -9.7%
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