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TD PRIVATE CLIENT WEALTH LLC

hedge fundUpdated 8 days ago

Managed by Td Private Client Wealth Llc • Latest filing Q3 2026

Portfolio value
$5.5B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
25.0%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$4.7B
Q1 2026$4.8B
Q2 2026$5.4B
Q3 2026$5.5B

Top holdings

1,784 positions as of Q3 2026

View filing
S
1.STT-PGHistory →

SPDR SER TR STATE STR SPDR PORT S&P 500 ETF

+5.6%
Value
$522.1M
Shares
5.82M
% Port
9.41%
E
2.ETHAHistory →

ISHARES TR CORE MSCI EAFE ETF

+6.9%
Value
$383.9M
Shares
3.96M
% Port
6.92%
V
3.VGESHistory →

VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF

+5.2%
Value
$266.1M
Shares
5.99M
% Port
4.80%
S
4.SPYHistory →

STATE STR SPDR S&P 500 ETF TR TR UNIT

-3.3%
Value
$215M
Shares
282.0K
% Port
3.87%
E
5.ETHAHistory →

ISHARES TR U S TREAS BD ETF

+5.9%
Value
$205.3M
Shares
9.39M
% Port
3.70%
E
6.ETHAHistory →

ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF

+12.8%
Value
$163.7M
Shares
3.25M
% Port
2.95%
E
7.ETHAHistory →

ISHARES TR CORE DIVID GROWTH ETF

+6.5%
Value
$163.5M
Shares
2.17M
% Port
2.95%
V
8.VGESHistory →

VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF

+7.8%
Value
$157.9M
Shares
681.8K
% Port
2.85%
V
9.VGESHistory →

VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS

+6.7%
Value
$156.4M
Shares
1.83M
% Port
2.82%
V
10.VGESHistory →

VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD

+5.2%
Value
$133.2M
Shares
2.31M
% Port
2.40%
E
11.ETHAHistory →

ISHARES INC CORE MSCI EMERGING MKTS ETF

+10.9%
Value
$108.1M
Shares
1.33M
% Port
1.95%
B
12.BXHistory →

VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS

-2.9%
Value
$100.9M
Shares
432.5K
% Port
1.82%
E
13.ETHAHistory →

ISHARES TR CORE U S AGGREGATE BD ETF

+41.3%
Value
$68.7M
Shares
726.2K
% Port
1.24%
E
14.ETHAHistory →

ISHARES TR 20 Plus YR TREAS BD ETF

+5.1%
Value
$66.5M
Shares
854.8K
% Port
1.20%
B
15.BLKHistory →

ISHARES TR 1-3 YR TREAS BD ETF

-1.8%
Value
$65.2M
Shares
803.5K
% Port
1.18%
E
16.ETHAHistory →

ISHARES TR MSCI EAFE ETF

+1.4%
Value
$64.4M
Shares
619.7K
% Port
1.16%
N
17.NVDAHistory →

NVIDIA CORP COM

-0.1%
Value
$64.3M
Shares
281.7K
% Port
1.16%
M
18.MSFTHistory →

MICROSOFT CORP COM

+7.6%
Value
$59.2M
Shares
115.4K
% Port
1.07%
E
19.ETHAHistory →

ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF

+8.4%
Value
$58.7M
Shares
1.15M
% Port
1.06%
E
20.ETHAHistory →

ISHARES TR CORE S&P 500 ETF

+4.3%
Value
$58.3M
Shares
76.2K
% Port
1.05%
View full portfolio (1,784 holdings) →

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