TD Capital Management LLC Q4 2025 Filing

Filed February 26, 2026

Portfolio Value

$1.1T

Holdings

818

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (818 positions)

#StockSharesValue% PortfolioType
1
ITOTISHARES TR
1,356,067$201.6B17.89%
2
VTIVANGUARD INDEX FDS
257,515$86.3B7.66%
3
BSVVANGUARD BD INDEX FDS
707,934$55.8B4.95%
4
IVVISHARES TR
78,621$53.9B4.78%
5
LDURPIMCO ETF TR
431,360$41.4B3.67%
6
VIGVANGUARD SPECIALIZED FUNDS
188,120$41.3B3.67%
7
QUALISHARES TR
198,756$39.5B3.50%
8
BNDVANGUARD BD INDEX FDS
523,900$38.8B3.44%
9
VUGVANGUARD INDEX FDS
77,079$37.6B3.34%
10
VVVANGUARD INDEX FDS
88,430$27.8B2.47%
11
AGGISHARES TR
263,950$26.4B2.34%
12
VTVVANGUARD INDEX FDS
137,735$26.3B2.33%
13
MINTPIMCO ETF TR
255,770$25.7B2.28%
14
VOOVANGUARD INDEX FDS
38,292$24.0B2.13%
15
SMMUPIMCO ETF TR
382,953$19.3B1.71%
16
JCPBJ P MORGAN EXCHANGE TRADED F
395,905$18.7B1.66%
17
AZOAUTOZONE INC
5,016$17.0B1.51%
18
LMBSFIRST TR EXCHANGE-TRADED FD
307,367$15.4B1.36%
19
IXUSISHARES TR
163,634$13.9B1.23%
20
JPSTJ P MORGAN EXCHANGE TRADED F
266,755$13.5B1.20%
21
JSCPJ P MORGAN EXCHANGE TRADED F
280,323$13.3B1.18%
22
JPLDJ P MORGAN EXCHANGE TRADED F
250,959$13.1B1.17%
23
USMVISHARES TR
135,654$12.8B1.13%
24
SPHQINVESCO EXCHANGE TRADED FD T
163,145$12.2B1.09%
25
DGRWWISDOMTREE TR
134,539$12.0B1.07%
26
SUBISHARES TR
110,417$11.8B1.05%
27
JMSTJ P MORGAN EXCHANGE TRADED F
230,340$11.7B1.04%
28
SPTMSPDR SERIES TRUST
140,357$11.6B1.03%
29
BONDPIMCO ETF TR
116,230$10.8B0.96%
30
VBVANGUARD INDEX FDS
41,080$10.6B0.94%
31
VOVANGUARD INDEX FDS
33,345$9.7B0.86%
32
ACWIISHARES TR
60,002$8.5B0.75%
33
VXFVANGUARD INDEX FDS
40,444$8.5B0.75%
34
FTCSFIRST TR EXCHANGE-TRADED FD
88,920$8.2B0.73%
35
PULSPGIM ETF TR
165,338$8.2B0.73%
36
FBNDFIDELITY MERRIMACK STR TR
175,766$8.1B0.72%
37
FTSMFIRST TR EXCHANGE-TRADED FD
133,418$8.0B0.71%
38
MUNIPIMCO ETF TR
138,728$7.3B0.65%
39
USFRWISDOMTREE TR
143,049$7.2B0.64%
40
AAPLAPPLE INC
21,186$5.8B0.51%
41
VXUSVANGUARD STAR FDS
66,952$5.1B0.45%
42
JMUBJ P MORGAN EXCHANGE TRADED F
89,723$4.5B0.40%
43
VTEBVANGUARD MUN BD FDS
89,946$4.5B0.40%
44
MSFTMICROSOFT CORP
8,871$4.3B0.38%
45
MUBISHARES TR
38,161$4.1B0.36%
46
JQUAJ P MORGAN EXCHANGE TRADED F
56,723$3.6B0.32%
47
TSCOTRACTOR SUPPLY CO
55,733$2.8B0.25%
48
QQQMINVESCO EXCH TRADED FD TR II
10,933$2.8B0.25%
49
QGRWWISDOMTREE TR
45,957$2.7B0.24%
50
NVDANVIDIA CORPORATION
12,812$2.4B0.21%
51
ISTBISHARES TR
47,781$2.3B0.21%
52
DGROISHARES TR
32,894$2.3B0.20%
53
VUSBVANGUARD BD INDEX FDS
44,312$2.2B0.20%
54
RDVYFIRST TR EXCHANGE TRADED FD
30,852$2.1B0.19%
55
VCRBVANGUARD MALVERN FDS
24,851$1.9B0.17%
56
WMTWALMART INC
17,102$1.9B0.17%
57
KOCOCA COLA CO
25,785$1.8B0.16%
58
KLMNINVESCO EXCH TRADED FD TR II
13,487$1.6B0.14%
59
AMZNAMAZON COM INC
6,234$1.4B0.13%
60
SPYMSPDR SERIES TRUST
16,952$1.4B0.12%
61
CIBRFIRST TR EXCHANGE TRADED FD
17,544$1.3B0.11%
62
FDXFEDEX CORP
4,327$1.2B0.11%
63
SPSMSPDR SERIES TRUST
23,590$1.1B0.10%
64
IJRISHARES TR
9,035$1.1B0.10%
65
XMHQINVESCO EXCHANGE TRADED FD T
9,917$1.0B0.09%
66
SCHDSCHWAB STRATEGIC TR
36,438$999.5M0.09%
67
GSLCGOLDMAN SACHS ETF TR
6,689$885.4M0.08%
68
AQLTISHARES TR
9,397$840.6M0.07%
69
XOMEXXON MOBIL CORP
6,949$836.2M0.07%
70
SPYSPDR S&P 500 ETF TR
1,102$751.7M0.07%
71
TSLATESLA INC
1,556$699.8M0.06%
72
METAMETA PLATFORMS INC
1,014$669.6M0.06%
73
NFLXNETFLIX INC
6,910$647.9M0.06%
74
GSSTGOLDMAN SACHS ETF TR
11,690$590.0M0.05%
75
PYLDPIMCO ETF TR
20,765$554.0M0.05%
76
WDFCWD 40 CO
2,795$550.4M0.05%
77
SFNCSIMMONS 1ST NATL CORP
28,300$533.5M0.05%
78
IWBISHARES TR
1,369$511.1M0.05%
79
BIVVANGUARD BD INDEX FDS
6,280$489.1M0.04%
80
RSPINVESCO EXCHANGE TRADED FD T
2,517$482.1M0.04%
81
BCATBLACKROCK CAP ALLOCATION TER
33,812$478.8M0.04%
82
GOOGALPHABET INC
1,511$474.0M0.04%
83
AVGOBROADCOM INC
1,351$467.5M0.04%
84
UNMUNUM GROUP
5,657$438.4M0.04%
85
GOOGLALPHABET INC
1,384$433.3M0.04%
86
GEGE AEROSPACE
1,266$389.9M0.03%
87
CVXCHEVRON CORP NEW
2,533$386.1M0.03%
88
EFGISHARES TR
3,301$376.0M0.03%
89
DNLWISDOMTREE TR
8,857$365.1M0.03%
90
XLRESELECT SECTOR SPDR TR
9,019$363.9M0.03%
91
VEUVANGUARD INTL EQUITY INDEX F
4,886$359.4M0.03%
92
PFFISHARES TR
11,574$358.3M0.03%
93
VNQVANGUARD INDEX FDS
3,914$346.4M0.03%
94
BRK/BBERKSHIRE HATHAWAY INC DEL
685$344.3M0.03%
95
VCITVANGUARD SCOTTSDALE FDS
4,100$343.4M0.03%
96
IWFISHARES TR
717$339.6M0.03%
97
AEMAGNICO EAGLE MINES LTD
2,000$339.1M0.03%
98
MRKMERCK & CO INC
3,160$332.7M0.03%
99
IJHISHARES TR
4,963$327.5M0.03%
100
BKBANK NEW YORK MELLON CORP
2,799$325.0M0.03%
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