TD PRIVATE CLIENT WEALTH LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
1,698
Total value ($000)
$5,441,742
Net value change ($000)
+619,904 (12.9%)
New positions
138
Sold out positions
89
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: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 84,677 21.2%
IEFA 50,624 16.5%
VXF 35,612 29.7%
VOOG 32,857 30.2%
IGIB 27,906 22.3%
IEMG 25,485 34.4%
SPMO 24,453 76.8%
DGRO 23,046 17.6%
SPY 20,215 10.2%
VMBS 18,196 7.3%
Top Reduces (Value $000, Stocks/ETFs)
HON -6,505 -100.0%
CVX -5,722 -29.8%
META -4,649 -24.3%
BIL -4,457 -67.4%
NEE -3,733 -52.2%
MSFT -3,700 -8.5%
IWB -2,944 -16.3%
NTR -2,851 -86.8%
ADSK -2,836 -95.8%
XOM -2,665 -35.7%
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