TD PRIVATE CLIENT WEALTH LLC

Registered adviser

CIK

1551017

Location

NEW YORK, NY

Portfolio Value

Mid $5,165,381,711

Diversification

Diversified

Reports for

TORONTO DOMINION BANK

Filing Date

Global Rank

#828 / 8,827 — · as of Jun 2026

Top Industry

Semiconductors 11.6%

Period ended 37 days ago

Filed Oct 28, 2026 · 9d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 164484

Roster of Nov 1, 2026

Regulatory AUM

$8,574,585,303

Main clients

Individuals and high net worth (80% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Jun 2026 to Nov 2026	$8,574,585,303	Individuals and high net worth (80%)
Feb 2026 to May 2026	$8,255,945,350	Individuals and high net worth (83%)
Feb 2025 to Jan 2026	$6,450,375,507	Individuals and high net worth (82%)
Oct 2024 to Jan 2025	$4,823,987,047	Individuals and high net worth (86%)
Feb 2024 to Sep 2024	$12,264,854,463	Individuals and high net worth (57%)
May 2023 to Jan 2024	$4,662,280,213	Individuals and high net worth (74%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 69.6% of the book (60%+)

Turnover

Low turnover

15.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.7 quarters (12+), a floor since 61.9% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 68.4%; sector active share 62.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,771 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

34.7%

+2.1 pts

Top 5

64.1%

+4.4 pts

Top 10

73.1%

+3.6 pts

HHI

1,486

Diversified+175

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.2%	$3,938,595,820	262
Technology	7.0%	$363,738,705	240
Financial Services	3.3%	$170,921,015	242
Healthcare	2.7%	$137,822,323	169
Industrials	2.0%	$103,333,126	219
Communication Services	2.0%	$102,460,675	71
Consumer Cyclical	1.8%	$95,132,814	177
Consumer Defensive	1.5%	$76,250,641	86
Energy	1.3%	$64,733,522	89
Utilities	1.1%	$55,882,199	57
Real Estate	0.6%	$31,751,444	85
Basic Materials	0.5%	$24,759,427	74

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOVT	iShares U.S. Treasury Bond ETF	+522,250	9,385,923	$205,270,136
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+368,103	3,251,440	$163,710,004
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+308,268	5,817,130	$522,145,588
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+298,363	5,992,091	$266,108,761
IEFA	iShares Core MSCI EAFE ETF	+256,681	3,962,541	$383,890,972
MUB	iShares National Muni Bond ETF	+222,226	285,990	$28,913,589
AGG	iShares Core U.S. Aggregate Bond ETF	+212,311	726,153	$68,650,504
BKLN	Invesco Ltd.	+191,278	253,866	$0
DGRO	iShares Core Dividend Growth ETF	+132,114	2,168,271	$163,465,950
IEMG	iShares Trust	+131,205	1,332,158	$0
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+130,308	401,157	$11,870,235
SCHD	Schwab U.S. Dividend Equity ETF	+127,718	919,259	$29,903,495
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+114,047	1,829,134	$156,354,374
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+113,283	2,313,854	$133,185,436
FMDE	Fidelity Enhanced Mid Cap Core ETF	+107,299	200,237	$8,085,570
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+89,305	1,146,158	$58,717,674
RF	Regions Financial Corp	+75,350	186,322	$5,008,335
CUBE	CubeSmart	+73,274	83,750	$3,147,325
HYLB	Xtrackers USD High Yield Corporate Bond ETF	+68,090	593,474	$20,902,154
FESM	Fidelity Enhanced Small Cap Core ETF	+67,724	243,174	$10,930,671
SCHF	Schwab International Equity ETF	+58,328	61,429	$1,687,454
PZA	Invesco National AMT-Free Municipal Bond ETF	+56,377	139,324	$2,980,140
—		+49,525	681,804	$0
CWI	Spdr Index Shares Funds	+43,195	179,825	$7,266,728
SCHZ	Schwab U.S. Aggregate Bond ETF	+42,440	61,759	$1,364,873
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−122,453	55,925	$2,648,608
VICI	Vici Properties Inc.	−87,184	28,895	$663,718
BLV	VANGUARD LONG-TERM BOND INDEX FUND	−64,996	102,962	$6,458,806
—		−60,132	6,174	$0
—		−58,391	291,820	$0
—		−52,240	308,131	$0
HBAN	Huntington Bancshares Inc	−28,302	20,528	$313,257
ORLY	O Reilly Automotive Inc	−26,918	2,879	$245,895
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−21,677	84,771	$10,653,171
XCEM	Columbia EM Core ex-China ETF	−21,098	5,825	$299,463
BSY	Bentley Systems Inc	−20,874	542	$17,316
BP	Bp PLC	−20,376	32,008	$1,408,031
IEI	iShares 3-7 Year Treasury Bond ETF	−19,915	374,707	$42,506,762
HPE	Hewlett Packard Enterprise Co	−18,597	56,338	$3,599,434
MRK	Merck & Co., Inc.	−18,373	45,399	$6,596,928
BIV	Vanguard Bond Index Funds	−17,974	142,113	$10,354,353
CMCSA	Comcast Corp	−17,825	94,303	$2,052,033
ERIC	Ericsson Lm Telephone Co	−17,600	18,427	$168,607
BAX	Baxter International Inc	−15,382	82,542	$1,981,008
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	−15,271	19,086	$466,270
FNF	Fidelity National Financial, Inc.	−15,147	402	$15,537
SHY	iShares 1-3 Year Treasury Bond ETF	−14,839	803,505	$65,244,606
T	At&T Inc.	−13,467	210,337	$5,132,222
TAK	Takeda Pharmaceutical Co Ltd	−13,290	8,760	$159,344
VIG	Vanguard Specialized Funds	−13,109	432,533	$100,914,274
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ESGV	VANGUARD ESG U.S. STOCK ETF	13,593	$1,842,259
GMED	Globus Medical Inc	9,794	$733,570
TPG	TPG Inc.	15,052	$664,244
AGZD	WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund	22,495	$507,037
SKHY	SK hynix Inc.	1,899	$349,700
JDVL	John Hancock Disciplined Value Select ETF	8,814	$275,437
BCD	abrdn ETFs	6,082	$233,974
WTPI	WisdomTree Equity Premium Income Fund	5,206	$170,808
UGP	Ultrapar Holdings Inc	17,152	$125,552
OCGN	Ocugen, Inc.	98,390	$101,341
RNG	RingCentral, Inc.	1,294	$96,661
FRO	Frontline plc	1,195	$58,877
ROCY	JPMorgan Equity Premium Yield ETF	1,057	$58,166
NAT	NORDIC AMERICAN TANKERS Ltd	7,056	$55,742
AGCO	Agco Corp	426	$48,661
HAFN	Hafnia Ltd	3,839	$38,159
IGLB	iShares 10+ Year Investment Grade Corporate Bond ETF	711	$32,464
MBGL	Mobility Global Inc.	1,847	$31,676
VVX	V2X, Inc.	326	$23,071
SITM	SITIME Corp	27	$17,604
BIP	Brookfield Infrastructure Partners L.P.	490	$17,419
BEP	Brookfield Renewable Partners L.P.	599	$16,855
VTWV	VANGUARD RUSSELL 2000 VALUE INDEX FUND	75	$13,854
SMWB	Similarweb Ltd.	1,775	$13,774
TU	Telus Corp	1,598	$13,407
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	69,212	$50,967,716
RTX	RTX Corp	30,783	$5,840,458
BKF	iShares, Inc.	61,718	$2,390,338
TRV	Travelers Companies, Inc.	7,130	$2,353,755
COR	Cencora, Inc.	4,098	$1,159,652
—		4,243	$800,611
PWR	Quanta Services, Inc.	1,052	$757,482
FTNT	Fortinet, Inc.	4,098	$629,534
TGT	Target Corp	3,999	$522,309
—		4,474	$320,965
BCS	Barclays PLC	11,624	$312,220
MYRG	Myr Group Inc.	465	$232,686
EW	Edwards Lifesciences Corp	2,320	$209,867
CGW	Invesco Ltd.	1,715	$112,726
MAT	Mattel Inc	7,930	$110,068
LRN	Stride, Inc.	1,241	$107,023
—		1,824	$105,190
BBWI	Bath & Body Works, Inc.	4,359	$100,823
COLL	Collegium Pharmaceutical, Inc	2,491	$90,174
TSEM	Tower Semiconductor Ltd	288	$75,064
—		364	$74,634
EUFN	iShares MSCI Europe Financials ETF	1,440	$56,145
VRSN	Verisign Inc	217	$54,588
GL	Globe Life Inc.	163	$29,124
EPRT	Essential Properties Realty Trust, Inc.	755	$22,536
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,771 tracked positions · $5,165,381,711 total · filing declares 1,784 positions · $5,549,502,883 · as of Sep 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 1,771 positions by value · page 1 of 36

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	5,817,130	+308,268	$522,145,588	+7.9%	10.11%
IEFA	iShares Core MSCI EAFE ETF	Added	3,962,541	+256,681	$383,890,972	+7.3%	7.43%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	5,992,091	+298,363	$266,108,761	−0.2%	5.15%
SPY	Spdr S&P 500 ETF Trust	Reduced	281,955	-9,687	$215,027,341	−1.3%	4.16%
GOVT	iShares U.S. Treasury Bond ETF	Added	9,385,923	+522,250	$205,270,136	+1.7%	3.97%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	Added	3,251,440	+368,103	$163,710,004	+6.8%	3.17%
DGRO	iShares Core Dividend Growth ETF	Added	2,168,271	+132,114	$163,465,950	+5.9%	3.16%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Added	1,829,134	+114,047	$156,354,374	+10.3%	3.03%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	2,313,854	+113,283	$133,185,436	+4.0%	2.58%
VIG	Vanguard Specialized Funds	Reduced	432,533	-13,109	$100,914,274	−4.3%	1.95%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	726,153	+212,311	$68,650,504	+35.0%	1.33%
TLT	iShares 20+ Year Treasury Bond ETF	Added	854,819	+41,243	$66,487,821	−5.4%	1.29%
SHY	iShares 1-3 Year Treasury Bond ETF	Reduced	803,505	-14,839	$65,244,606	−2.9%	1.26%
EFA	iShares MSCI EAFE ETF	Added	619,673	+8,424	$64,377,827	+1.4%	1.25%
NVDA	Nvidia Corp Technology	Reduced	281,678	-264	$64,329,621	+14.0%	1.25%
MSFT	Microsoft Corp Technology	Added	115,392	+8,137	$59,184,556	+47.9%	1.15%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	1,146,158	+89,305	$58,717,674	+6.0%	1.14%
IVV	iShares Core S&P 500 ETF	Added	76,166	+3,154	$58,331,731	+6.7%	1.13%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	692,852	-10,334	$53,522,817	−3.7%	1.04%
IWF	iShares Russell 1000 Growth ETF	Added	419,636	+32,360	$52,563,605	+9.3%	1.02%
AAPL	Apple Inc. Technology	Reduced	157,258	-11,192	$52,370,059	+7.4%	1.01%
VOO	VANGUARD 500 INDEX FUND	Reduced	71,858	-4,496	$50,362,397	−4.0%	0.97%
IEI	iShares 3-7 Year Treasury Bond ETF	Reduced	374,707	-19,915	$42,506,762	−8.3%	0.82%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	315,935	+13,066	$40,733,499	+5.2%	0.79%
VTV	VANGUARD VALUE INDEX FUND	Reduced	186,428	-2,525	$40,283,362	−2.2%	0.78%
VO	VANGUARD MID-CAP INDEX FUND	Added	494,945	+33,132	$38,813,586	+4.3%	0.75%
GOOGL	Alphabet Inc. Communication Services	Added	107,369	+8,874	$36,943,525	+5.0%	0.72%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	145,772	-12,424	$36,319,093	−3.7%	0.70%
VUG	VANGUARD GROWTH INDEX FUND	Added	400,017	+7,113	$36,045,531	+6.5%	0.70%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	906,587	+14,136	$32,573,670	+7.9%	0.63%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	412,952	+11,976	$32,338,271	−2.4%	0.63%
EFV	iShares MSCI EAFE Value ETF	Added	402,770	+32,756	$31,875,217	+12.5%	0.62%
SCHD	Schwab U.S. Dividend Equity ETF	Added	919,259	+127,718	$29,903,495	+19.1%	0.58%
IVW	iShares S&P 500 Growth ETF	Added	208,712	+394	$29,691,369	+3.6%	0.57%
MUB	iShares National Muni Bond ETF	Added	285,990	+222,226	$28,913,589	+321.3%	0.56%
IWM	iShares Russell 2000 ETF	Added	97,153	+14,418	$26,997,847	+8.6%	0.52%
IWD	iShares Russell 1000 Value ETF	Added	105,219	+12,723	$26,086,946	+16.3%	0.51%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Added	254,376	+16,027	$25,992,139	−0.0%	0.50%
HYS	PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	Added	260,802	+17,076	$23,597,364	+3.5%	0.46%
IJH	iShares Core S&P Mid-Cap ETF	Added	326,978	+1,081	$23,526,067	−6.4%	0.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	68,281	-1,968	$22,589,403	−1.8%	0.44%
AVGO	Broadcom Inc. Technology	Added	64,113	+1,401	$22,515,844	−5.0%	0.44%
IWB	iShares Russell 1000 ETF	Added	53,945	+16,967	$22,448,132	+48.2%	0.43%
IDV	iShares International Select Dividend ETF	Added	514,930	+12,813	$21,724,896	+4.4%	0.42%
HYLB	Xtrackers USD High Yield Corporate Bond ETF	Added	593,474	+68,090	$20,902,154	+8.9%	0.40%
GLD	Spdr Gold Trust	Added	53,276	+1,816	$20,289,631	+7.0%	0.39%
META	Meta Platforms, Inc. Communication Services	Added	27,283	+1,576	$19,785,085	+36.6%	0.38%
SUB	iShares Short-Term National Muni Bond ETF	Added	185,805	+25,864	$19,424,054	+14.1%	0.38%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	238,537	+21,815	$18,224,226	+7.9%	0.35%
IVE	iShares S&P 500 Value ETF	Reduced	77,143	-3,980	$17,610,204	−4.4%	0.34%

Showing the top 50 of 1,771 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.