TD PRIVATE CLIENT WEALTH LLC

CIK

1551017

Location

NEW YORK, NY

Portfolio Value

Mid $1,881,576,316

Diversification

Diversified

Reports for

TORONTO DOMINION BANK

Filing Date

Global Rank

#1,380 / 8,700 ▼ 533

Top Industry

Semiconductors 11.0%

Period ended 3 months ago

Filed Aug 4, 2026 · 41d

26 quarters · since Mar 2020

Portfolio Concentration

1,444 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.6%

−22.0 pts

Top 5

31.2%

−29.5 pts

Top 10

41.8%

−27.3 pts

HHI

292

Diversified−1,085

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.5%	$611,016,069	23
Technology	18.9%	$354,893,192	223
Financial Services	9.6%	$179,985,206	211
Healthcare	7.4%	$139,558,595	165
Industrials	7.1%	$134,258,769	216
Consumer Cyclical	5.6%	$106,277,312	173
Communication Services	5.2%	$98,487,422	61
Consumer Defensive	4.1%	$77,360,226	79
Utilities	3.2%	$61,047,645	55
Energy	3.1%	$58,075,663	83
Real Estate	1.8%	$33,579,168	88
Basic Materials	1.4%	$27,037,049	67

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RF	Regions Financial Corp	+95,537	110,972	$3,351,354
NI	Nisource Inc.	+61,778	68,079	$3,237,156
SMG	Scotts Miracle-Gro Co	+56,852	61,430	$4,183,997
—		+48,893	632,279	$155,673,412
UNM	Unum Group	+38,463	38,735	$3,462,909
KLAC	Kla Corp	+26,015	28,122	$8,484,688
BKR	Baker Hughes Co	+25,055	27,170	$1,507,935
WMB	Williams Companies, Inc.	+24,526	27,231	$2,024,352
HST	Host Hotels & Resorts, Inc.	+23,729	26,286	$623,241
QSR	Restaurant Brands International Inc.	+18,738	26,210	$1,900,487
VZ	Verizon Communications Inc	+15,851	211,837	$8,969,178
KEY	Keycorp /New/	+12,095	16,597	$382,560
VIK	Viking Holdings Ltd	+11,417	11,689	$1,223,487
LYG	Lloyds Banking Group plc	+11,380	74,317	$433,268
ADP	Automatic Data Processing Inc	+11,345	15,133	$3,389,035
—		+11,333	12,383	$2,355,122
PFE	Pfizer Inc	+11,206	217,302	$5,232,632
COLB	Columbia Banking System, Inc.	+10,799	149,708	$4,798,141
GLD	Spdr Gold Trust	+10,270	51,460	$18,956,834
KDP	Keurig Dr Pepper Inc.	+9,904	49,511	$1,620,495
NXST	Nexstar Media Group, Inc.	+9,871	13,338	$2,382,033
DRI	Darden Restaurants Inc	+9,157	10,852	$2,235,620
ING	Ing Groep NV	+9,016	13,080	$410,450
CUBE	CubeSmart	+8,152	10,476	$416,630
PCAR	Paccar Inc	+8,116	9,560	$1,148,347
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−870,010	23,512	$2,154,639
BIV	Vanguard Intermediate-Term Bond ETF	−537,430	160,087	$12,278,672
VB	Vanguard Morningstar Small-Cap ETF	−501,290	58,458	$17,719,788
VIGI	Vanguard International Dividend Appreciation ETF	−187,023	1	$93
VEU	Vanguard FTSE All-World Ex-US ETF	−119,362	48,476	$4,059,865
HBAN	Huntington Bancshares Inc /Md/	−86,704	48,830	$865,755
IVZ	Invesco Ltd.	−76,028	3,281	$86,585
BAC	Bank Of America Corp /De/	−63,598	82,250	$4,686,605
VIG	Vanguard Dividend Appreciation ETF	−44,021	445,642	$105,447,810
TFC	Truist Financial Corp	−41,872	52,597	$2,620,382
NEE	Nextera Energy Inc	−38,046	38,933	$3,417,149
NTR	Nutrien Ltd.	−36,751	6,895	$434,040
CNH	CNH Industrial N.V.	−32,464	333	$3,739
FIS	Fidelity National Information Services, Inc.	−28,983	344	$13,374
SLV	iShares Silver Trust	−26,124	13,398	$716,391
D	Dominion Energy, Inc	−21,604	2,066	$141,087
KO	Coca Cola Co	−19,301	32,297	$2,624,777
TTE	TotalEnergies SE	−16,104	68,569	$5,331,925
ASX	ASE Technology Holding Co., Ltd.	−15,321	12,609	$568,918
STT	State Street Corp	−15,089	1,559	$264,406
KKR	KKR & Co. Inc.	−14,931	8,692	$797,751
T	At&T Inc.	−14,294	223,804	$4,632,742
CWI	State Street SPDR MSCI ACWI ex-US ETF	−14,062	136,630	$5,556,742
HON	Honeywell International Inc	−13,200	15,579	$3,488,138
FTV	Fortive Corp	−13,105	896	$54,736
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	15,440	$3,413,475
SPCX	Space Exploration Technologies Corp	10,973	$1,874,846
HR	Healthcare Realty Trust Inc	28,042	$565,607
MYRG	Myr Group Inc.	465	$232,686
CATY	Cathay General Bancorp	2,832	$175,555
FDXF	FedEx Freight Holding Company, Inc.	346	$52,246
ARMK	Aramark	450	$25,605
SFL	SFL Corp Ltd.	2,073	$21,144
TEN	Tsakos Energy Navigation Ltd	554	$19,594
WSE	Wise Group plc	1,351	$16,090
FLNG	Flex LNG Ltd.	543	$15,236
TRMD	TORM plc	502	$13,082
GGB	Gerdau S.A.	3,135	$12,665
ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	499	$11,746
FER	Ferrovial N.V.	121	$8,301
AXSM	Axsome Therapeutics, Inc.	31	$7,587
CLS	Celestica Inc	20	$7,296
NBIS	Nebius Group N.V.	24	$6,628
ACA	Arcosa, Inc.	44	$6,392
EEFT	Euronet Worldwide, Inc.	71	$5,196
IPAR	Interparfums Inc	45	$5,033
BURL	Burlington Stores, Inc.	15	$4,752
SEIC	Sei Investments Co	52	$4,560
TIGO	Millicom International Cellular SA	42	$3,811
ONTO	Onto Innovation Inc.	10	$3,784
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	24,182,903	$1,544,461,393
BNDW	Vanguard Total World Bond ETF	8,859,530	$498,959,877
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	5,669,408	$424,125,183
FNDA	Schwab Fundamental U.S. Small Company ETF	2,213,173	$64,237,226
BILZ	PIMCO Ultra Short Government Active ETF	247,973	$22,542,788
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	287,510	$21,502,911
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	446,202	$16,134,664
AFK	VanEck Africa Index ETF	80,957	$11,713,853
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	183,974	$9,979,995
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	118,190	$9,117,513
VCRM	Vanguard Core Tax-Exempt Bond ETF	166,045	$8,283,985
FBCG	Fidelity Blue Chip Growth ETF	162,734	$6,113,426
EDV	Vanguard World Funds Extended Duration ETF	36,192	$4,161,136
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	75,145	$3,753,492
BAB	Invesco Taxable Municipal Bond ETF	159,389	$3,617,865
—		22,219	$3,054,527
AGNG	Global X Funds Global X Aging Population ETF	98,381	$2,993,214
—		37,220	$2,781,078
BNDC	FlexShares Core Select Bond Fund	27,954	$1,541,942
ABI	VictoryShares Pioneer Asset-Based Income ETF	9,436	$1,368,408
CAAA	First Trust AAA CMBS ETF	29,573	$1,324,870
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	22,788	$1,230,392
HFXI	NYLI FTSE International Equity Currency Neutral ETF	28,892	$696,441
PRIM	Primoris Services Corp	3,965	$567,153
—		8,465	$448,687
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,444 tracked positions · $1,881,576,316 total · filing declares 1,698 positions · $5,441,741,501 · as of Jun 30, 2026

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

Showing 1–50 of 1,444 positions by value · page 1 of 29

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	291,642	-12,161	$217,789,496	+10.2%	11.57%
		Added	632,279	+48,893	$155,673,412	+29.7%	8.27%
VIG	Vanguard Dividend Appreciation ETF	Reduced	445,642	-44,021	$105,447,810	+2.9%	5.60%
NVDA	Nvidia Corp Technology	Reduced	281,942	-5,072	$56,413,774	+12.7%	3.00%
QQQ	Invesco Qqq Trust, Series 1	Reduced	69,212	-3,126	$50,967,716	+22.1%	2.71%
GOOGL	Alphabet Inc. Communication Services	Added	138,852	+4,229	$49,458,496	+27.9%	2.63%
AAPL	Apple Inc. Technology	Added	168,450	+5,661	$48,742,692	+18.0%	2.59%
MSFT	Microsoft Corp Technology	Reduced	107,255	-10,820	$40,008,260	−8.5%	2.13%
AMZN	Amazon Com Inc Consumer Cyclical	Added	158,196	+7,399	$37,704,434	+20.1%	2.00%
AVGO	Broadcom Inc. Technology	Reduced	62,712	-3,006	$23,689,458	+16.5%	1.26%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	70,249	-4,245	$22,994,605	+4.9%	1.22%
GLD	Spdr Gold Trust	Added	51,460	+10,270	$18,956,834	+7.0%	1.01%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	58,458	-501,290	$17,719,788	−86.2%	0.94%
ABBV	AbbVie Inc. Healthcare	Added	68,085	+1,884	$17,132,909	+19.0%	0.91%
META	Meta Platforms, Inc. Communication Services	Reduced	25,707	-7,728	$14,480,496	−24.3%	0.77%
MU	Micron Technology Inc Technology	Reduced	12,122	-3,248	$13,992,303	+169.5%	0.74%
CVX	Chevron Corp Energy	Reduced	81,313	-11,487	$13,478,442	−29.8%	0.72%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	68,760	-4,144	$12,439,371	+3.2%	0.66%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	160,087	-537,430	$12,278,672	−76.4%	0.65%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	25,157	-1,830	$12,014,228	+31.7%	0.64%
CVS	CVS HEALTH Corp Healthcare	Added	111,151	+3,945	$11,498,570	+49.3%	0.61%
PLD	Prologis, Inc. Real Estate	Reduced	78,575	-3,042	$10,644,555	−1.3%	0.57%
MDT	Medtronic plc Healthcare	Added	133,648	+7,887	$10,455,283	−4.1%	0.56%
JNJ	Johnson & Johnson Healthcare	Added	40,175	+7,697	$10,203,244	+28.5%	0.54%
CSCO	Cisco Systems, Inc. Technology	Reduced	84,442	-7,106	$9,918,557	+39.6%	0.53%
APH	Amphenol Corp /De/ Technology	Reduced	25,883	-6,055	$9,127,381	+13.1%	0.49%
VZ	Verizon Communications Inc Communication Services	Added	211,837	+15,851	$8,969,178	−8.8%	0.48%
MA	Mastercard Inc Financial Services	Reduced	17,005	-790	$8,733,768	−1.8%	0.46%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	105,248	-2,101	$8,697,694	+1.8%	0.46%
KLAC	Kla Corp Technology	Added	28,122	+26,015	$8,484,688	+173.5%	0.45%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	65,996	-3,925	$8,337,934	−14.4%	0.44%
BTI	British American Tobacco p.l.c. Consumer Defensive	Reduced	133,095	-398	$8,219,947	+5.3%	0.44%
MRK	Merck & Co., Inc. Healthcare	Added	63,772	+4,356	$8,194,702	+14.7%	0.44%
USB	US Bancorp De Financial Services	Added	132,350	+2,158	$7,993,940	+18.1%	0.42%
AMAT	Applied Materials Inc /De Technology	Reduced	10,911	-1,999	$7,888,653	+78.8%	0.42%
ADI	Analog Devices Inc Technology	Reduced	18,963	-1,647	$7,531,534	+14.9%	0.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	14,981	-1,878	$7,496,342	−7.2%	0.40%
TSLA	Tesla, Inc. Consumer Cyclical	Added	17,067	+915	$7,178,380	+19.5%	0.38%
PAYX	Paychex Inc Technology	Reduced	72,725	-2,613	$7,151,049	+3.0%	0.38%
VEA	Vanguard FTSE Developed Markets ETF	Added	98,071	+4,008	$6,987,558	+15.9%	0.37%
LLY	ELI LILLY & Co Healthcare	Reduced	5,646	-208	$6,771,982	+25.8%	0.36%
V	Visa Inc. Financial Services	Added	19,732	+1,086	$6,769,851	+20.1%	0.36%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	18,898	-721	$6,664,946	+3.3%	0.35%
WEC	Wec Energy Group, Inc. Utilities	Added	56,354	+5,368	$6,580,456	+11.5%	0.35%
LIN	Linde PLC Basic Materials	Added	12,679	+2,922	$6,579,640	+36.0%	0.35%
GS	Goldman Sachs Group Inc Financial Services	Reduced	6,467	-136	$6,540,529	+17.1%	0.35%
ASML	Asml Holding NV Technology	Added	3,251	+601	$6,467,669	+84.8%	0.34%
DUK	Duke Energy CORP Utilities	Reduced	50,890	-345	$6,441,656	−4.0%	0.34%
AMGN	Amgen Inc Healthcare	Reduced	17,457	-576	$6,321,528	−0.4%	0.34%
MCHP	Microchip Technology Inc Technology	Added	67,025	+4,811	$6,112,505	+52.1%	0.32%

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.