TD PRIVATE CLIENT WEALTH LLC
CIK: 1551017SEC EDGAR →
Portfolio Value
$2.7T
Holdings
1,649
As of
Q1 2026
New Positions
1,635
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 5,218,730 | $399.4B | 14.55% |
| 2 | ISHARES TR | 3,394,321 | $307.3B | 11.20% |
| 3 | VANGUARD SCOTTSDALE FDS | 5,289,178 | $248.3B | 9.05% |
| 4 | ISHARES TR | 8,169,778 | $187.2B | 6.82% |
| 5 | ISHARES TR | 1,870,534 | $131.3B | 4.78% |
| 6 | ISHARES TR | 2,356,271 | $125.4B | 4.57% |
| 7 | VANGUARD SCOTTSDALE FDS | 2,070,258 | $121.2B | 4.42% |
| 8 | ISHARES INC | 1,060,953 | $74.0B | 2.70% |
| 9 | ISHARES TR | 831,189 | $68.6B | 2.50% |
| 10 | ISHARES TR | 738,417 | $64.0B | 2.33% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 436 | $1.9T | 71.0% |
| Unknown | 109 | $533.5B | 19.4% |
| Healthcare | 145 | $41.4B | 1.5% |
| Technology | 225 | $35.4B | 1.3% |
| Consumer Defensive | 68 | $31.9B | 1.2% |
| Utilities | 46 | $30.7B | 1.1% |
| Energy | 63 | $30.7B | 1.1% |
| Industrials | 195 | $27.5B | 1.0% |
| Consumer Cyclical | 167 | $24.6B | 0.9% |
| Communication Services | 58 | $20.0B | 0.7% |
| Real Estate | 74 | $10.9B | 0.4% |
| Basic Materials | 63 | $9.8B | 0.4% |