TD PRIVATE CLIENT WEALTH LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
1,784
Total value ($000)
$5,549,503
Net value change ($000)
+107,761 (2.0%)
New positions
183
Sold out positions
99
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 38,027 7.9%
IEFA 25,979 7.3%
MUB 22,052 321.4%
MSFT 19,177 47.9%
AGG 17,790 35.0%
VOOG 14,653 10.3%
IGIB 10,403 6.8%
DGRO 9,146 5.9%
IEMG 8,631 8.7%
NVDA 7,916 14.0%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -50,968 -100.0%
VTEB -6,373 -70.6%
RTX -5,840 -100.0%
BLV -5,118 -44.2%
XOM -4,809 -100.0%
VCLT -4,567 -91.5%
VIG -4,534 -4.3%
KLAC -4,110 -48.4%
IEI -3,841 -8.3%
TLT -3,821 -5.4%
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