TD PRIVATE CLIENT WEALTH LLC

CIK

1551017

Location

NEW YORK, NY

Portfolio Value

Mid $1,435,986,540

Diversification

Diversified

Filing Date

Global Rank

#1,439 / 8,623 ▲ 9 · as of Mar 2026

Top Industry

Semiconductors 9.1%

3Y Alpha vs SPY

-1.1%

Period ended 4 months ago

Filed Apr 27, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+60.6%

SPY

+65.3%

Annualised alpha

-1.1%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

1,375 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.8%

−0.5 pts

Top 5

26.1%

−1.1 pts

Top 10

34.4%

−2.1 pts

HHI

264

Diversified−21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.1%	$288,633,797	228
Unclassified	18.5%	$265,515,557	8
Financial Services	12.2%	$174,688,918	208
Healthcare	9.3%	$133,326,327	157
Industrials	8.8%	$126,685,011	206
Consumer Cyclical	6.5%	$94,000,884	176
Communication Services	5.9%	$85,025,479	57
Consumer Defensive	5.3%	$76,365,819	73
Energy	4.9%	$70,779,680	66
Utilities	4.3%	$61,767,314	50
Real Estate	2.4%	$33,881,125	82
Basic Materials	1.8%	$25,316,629	64

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KIM	Kimco Realty Corp	+106,366	108,954	$2,448,196
T	At&T Inc.	+51,706	238,098	$6,902,461
VZ	Verizon Communications Inc	+47,366	195,986	$9,838,497
MDLZ	Mondelez International, Inc.	+44,773	92,854	$5,352,104
MDLN	Medline Inc.	+40,995	41,174	$1,832,243
AAPL	Apple Inc.	+37,043	162,789	$41,314,220
PAYX	Paychex Inc	+32,331	75,338	$6,940,136
RTO	Rentokil Initial PLC /Fi	+30,899	30,922	$973,424
SNY	Sanofi	+29,240	130,249	$6,275,396
UL	Unilever PLC	+23,987	59,564	$3,393,361
BAX	Baxter International Inc	+23,303	97,378	$1,635,950
PFE	Pfizer Inc	+21,821	206,096	$5,787,175
AMT	American Tower Corp /Ma/	+21,353	24,900	$4,297,242
MRK	Merck & Co., Inc.	+20,402	59,416	$7,147,150
BTI	British American Tobacco p.l.c.	+19,933	133,493	$7,805,335
WEC	Wec Energy Group, Inc.	+19,850	50,986	$5,902,649
FE	Firstenergy Corp	+19,792	111,242	$5,635,519
VICI	Vici Properties Inc.	+18,626	118,772	$3,244,851
MDT	Medtronic plc	+17,594	125,761	$10,897,190
EQT	EQT Corp	+14,921	18,503	$1,177,530
PFG	Principal Financial Group Inc	+14,892	15,238	$1,373,096
TAK	Takeda Pharmaceutical Co Ltd	+14,101	23,925	$443,091
QXO	QXO, Inc.	+13,517	41,265	$801,366
ABNB	Airbnb, Inc.	+13,346	18,946	$2,392,500
CVX	Chevron Corp	+12,797	92,800	$19,200,320
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GSK	GSK plc	−58,077	12,710	$701,464
HPQ	Hp Inc	−41,919	3,284	$63,085
KHC	Kraft Heinz Co	−40,170	911	$20,488
PCG	PG&E Corp	−31,028	1,449	$25,458
KVUE	Kenvue Inc.	−26,700	3,059	$52,737
ASX	ASE Technology Holding Co., Ltd.	−26,356	27,930	$605,522
SEE	SEALED AIR CORP/DE	−26,104	141	$5,929
SHEL	Shell plc	−25,954	12,287	$1,142,691
APH	Amphenol Corp /De/	−24,374	31,938	$4,035,366
NGG	National Grid PLC	−22,086	54,346	$4,597,671
JNJ	Johnson & Johnson	−21,690	32,478	$7,938,922
TECK	Teck Resources Ltd	−21,188	8,355	$432,371
XOM	ExxonMobil Holdings Corp	−20,678	44,054	$7,474,201
CPB	CAMPBELL'S Co	−19,863	608	$13,540
AEP	American Electric Power Co Inc	−19,122	39,727	$5,207,415
BSX	Boston Scientific Corp	−18,062	13,616	$854,404
O	Realty Income Corp	−17,977	37,777	$2,311,196
PM	Philip Morris International Inc.	−17,384	72,904	$12,053,947
LYG	Lloyds Banking Group plc	−17,013	62,937	$316,573
SSNC	SS&C Technologies Holdings Inc	−16,659	13,366	$903,140
EXC	Exelon Corp	−16,612	10,395	$509,562
OWL	Blue Owl Capital Inc.	−15,786	1,467	$13,393
XEL	Xcel Energy Inc	−14,693	34,220	$2,718,436
DT	Dynatrace, Inc.	−14,623	1,985	$73,405
CSCO	Cisco Systems, Inc.	−13,416	91,548	$7,103,209
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AMCR	Amcor plc	90,924	$3,614,229
AZN	Astrazeneca PLC	9,006	$1,776,163
SMG	Scotts Miracle-Gro Co	4,578	$278,388
NNN	Nnn REIT, Inc.	6,605	$277,608
LRN	Stride, Inc.	1,146	$101,042
EDU	New Oriental Education & Technology Group Inc.	1,732	$98,083
MOG-A	Moog Inc.	328	$95,985
INDV	Indivior Pharmaceuticals, Inc.	2,657	$80,985
NMIH	NMI Holdings, Inc.	1,879	$70,481
ST	Sensata Technologies Holding plc	1,512	$53,252
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	3,151	$50,636
GBCI	Glacier Bancorp, Inc.	1,007	$44,982
ZIM	ZIM Integrated Shipping Services Ltd.	739	$19,472
SUNB	Sunbelt Rentals Holdings, Inc.	196	$12,757
OII	Oceaneering International Inc	256	$9,080
BLDR	Builders FirstSource, Inc.	110	$9,056
VSNT	Versant Media Group, Inc.	176	$6,515
RYN	Rayonier Inc	227	$4,680
UTL	Unitil Corp	85	$4,440
MFA	Mfa Financial, Inc.	418	$4,004
SFBS	ServisFirst Bancshares, Inc.	49	$3,568
NSSC	Napco Security Technologies, Inc	80	$3,151
TPB	Turning Point Brands, Inc.	32	$2,777
DEI	Douglas Emmett Inc	284	$2,675
EE	Excelerate Energy, Inc.	76	$2,539
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TBBK	Bancorp, Inc.	3,441	$232,336
BZ	Kanzhun Ltd	4,998	$101,859
CVLT	Commvault Systems Inc	612	$76,720
DIAX	Nuveen Dow 30sm Dynamic Overwrite Fund	3,540	$54,020
ACM	Aecom	555	$52,908
ZD	Ziff Davis, Inc.	1,484	$52,162
TNC	Tennant Co	527	$38,839
TCOM	Trip.com Group Ltd	433	$31,137
HMY	Harmony Gold Mining Co Ltd	1,324	$26,347
HIW	Highwoods Properties, Inc.	1,015	$26,207
FUTU	Futu Holdings Ltd	152	$24,959
LPX	Louisiana-Pacific Corp	198	$15,990
TIMB	Tim S.A.	631	$12,272
ACHR	Archer Aviation Inc.	1,292	$9,715
BOW	Bowhead Specialty Holdings Inc.	117	$3,339
CLS	Celestica Inc	11	$3,251
BBNX	Beta Bionics, Inc.	66	$2,011
EXAS	EXACT SCIENCES CORP	16	$1,624
PAC	Pacific Airport Group	6	$1,581
CCOI	Cogent Communications Holdings, Inc.	70	$1,509
JACK	Jack In The Box Inc	72	$1,364
EFC	Ellington Financial Inc.	93	$1,262
WBS	Webster Financial Corp	20	$1,258
GNTX	Gentex Corp	54	$1,256
CYH	Community Health Systems Inc	350	$1,092
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,375 tracked positions · $1,435,986,540 total · filing declares 1,649 positions · $4,821,838,255 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,375 positions by value · page 1 of 28

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	303,803	-4,754	$197,575,243	−6.1%	13.76%
NVDA	Nvidia Corp Technology	Added	287,014	+2,997	$50,055,241	−5.5%	3.49%
MSFT	Microsoft Corp Technology	Reduced	118,075	-2,992	$43,707,822	−25.4%	3.04%
QQQ	Invesco Qqq Trust, Series 1	Added	72,338	+1,898	$41,752,046	−3.5%	2.91%
AAPL	Apple Inc. Technology	Added	162,789	+37,043	$41,314,220	+20.9%	2.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	150,797	-5,336	$31,406,491	−12.9%	2.19%
GOOGL	Alphabet Inc. Communication Services	Reduced	91,125	-5,641	$26,203,905	−13.5%	1.82%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	74,494	-9,015	$21,913,155	−18.6%	1.53%
AVGO	Broadcom Inc. Technology	Added	65,718	+791	$20,340,378	−9.5%	1.42%
CVX	Chevron Corp Energy	Added	92,800	+12,797	$19,200,320	+57.5%	1.34%
META	Meta Platforms, Inc. Communication Services	Reduced	33,435	-1,122	$19,129,166	−16.1%	1.33%
GLD	Spdr Gold Trust	Reduced	41,190	-4,908	$17,723,645	−3.0%	1.23%
ABBV	AbbVie Inc. Healthcare	Reduced	66,201	-1,872	$14,398,055	−7.4%	1.00%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	72,904	-17,384	$12,053,947	−16.8%	0.84%
MDT	Medtronic plc Healthcare	Added	125,761	+17,594	$10,897,190	+4.9%	0.76%
PLD	Prologis, Inc. Real Estate	Reduced	81,617	-5,491	$10,788,135	−3.0%	0.75%
VZ	Verizon Communications Inc Communication Services	Added	195,986	+47,366	$9,838,497	+62.5%	0.69%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	69,921	-13,279	$9,744,889	−4.6%	0.68%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	26,987	-1,621	$9,120,256	+4.9%	0.64%
MA	Mastercard Inc Financial Services	Reduced	17,795	-2,862	$8,891,449	−24.6%	0.62%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	107,349	-3,362	$8,546,053	−17.2%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,859	+539	$8,078,832	−1.5%	0.56%
JNJ	Johnson & Johnson Healthcare	Reduced	32,478	-21,690	$7,938,922	−29.2%	0.55%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	133,493	+19,933	$7,805,335	+21.4%	0.54%
TTE	TotalEnergies SE Energy	Reduced	84,673	-4,257	$7,703,549	+32.4%	0.54%
CVS	CVS HEALTH Corp Healthcare	Reduced	107,206	-4,133	$7,699,534	−12.9%	0.54%
XOM	ExxonMobil Holdings Corp Energy	Reduced	44,054	-20,678	$7,474,201	−4.1%	0.52%
CME	Cme Group Inc. Financial Services	Added	24,718	+3,490	$7,300,461	+25.9%	0.51%
NEE	Nextera Energy Inc Utilities	Reduced	76,979	-4,670	$7,149,809	+9.1%	0.50%
MRK	Merck & Co., Inc. Healthcare	Added	59,416	+20,402	$7,147,150	+74.0%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	145,848	-10,764	$7,110,090	−17.5%	0.50%
CSCO	Cisco Systems, Inc. Technology	Reduced	91,548	-13,416	$7,103,209	−12.1%	0.49%
PAYX	Paychex Inc Technology	Added	75,338	+32,331	$6,940,136	+43.9%	0.48%
T	At&T Inc. Communication Services	Added	238,098	+51,706	$6,902,461	+49.1%	0.48%
RTX	RTX Corp Industrials	Reduced	35,678	-5,637	$6,882,286	−9.2%	0.48%
USB	US Bancorp De Financial Services	Reduced	130,192	-2,452	$6,771,285	−4.3%	0.47%
DUK	Duke Energy CORP Utilities	Reduced	51,235	-354	$6,708,710	+10.9%	0.47%
ADI	Analog Devices Inc Technology	Reduced	20,610	-1,026	$6,556,865	+11.7%	0.46%
HON	Honeywell International Inc Industrials	Added	28,779	+250	$6,504,918	+16.9%	0.45%
HD	Home Depot, Inc. Consumer Cyclical	Added	19,619	+5,031	$6,452,492	+28.5%	0.45%
AMGN	Amgen Inc Healthcare	Reduced	18,033	-4,826	$6,344,911	−15.2%	0.44%
SNY	Sanofi Healthcare	Added	130,249	+29,240	$6,275,396	+28.2%	0.44%
ETR	Entergy Corp /De/ Utilities	Reduced	55,282	-3,354	$6,211,485	+14.6%	0.43%
PEP	Pepsico Inc Consumer Defensive	Added	39,573	+5,102	$6,145,291	+24.2%	0.43%
WMT	Walmart Inc. Consumer Defensive	Reduced	49,272	-11,713	$6,123,524	−9.9%	0.43%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,152	+722	$6,004,506	−13.5%	0.42%
ENB	Enbridge Inc Energy	Reduced	109,357	-6,950	$5,920,587	+6.4%	0.41%
WEC	Wec Energy Group, Inc. Utilities	Added	50,986	+19,850	$5,902,649	+79.8%	0.41%
PFE	Pfizer Inc Healthcare	Added	206,096	+21,821	$5,787,175	+26.1%	0.40%
V	Visa Inc. Financial Services	Added	18,646	+1,288	$5,635,567	−7.4%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.