StockDriftsStockDriftsTop 50 Td Private Client Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 8.9% | 5.51M | $484.1M | +5.56%(+290.13K) | $62.67(+45.61%) | 2026-06-30 | |
| IEFA | ISHARES TR CORE MSCI EAFE ETF | 6.58% | 3.71M | $357.9M | +9.18%(+311.54K) | $76.19(+32.98%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF | 4.9% | 5.69M | $266.5M | +7.65%(+404.55K) | $46.01(+0.20%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 4% | 291.6K | $217.8M | -4.00%(-12.16K) | $316.27(+145.15%) | 2026-06-30 | |
| GOVT | ISHARES TR U S TREAS BD ETF | 3.71% | 8.86M | $201.9M | +8.49%(+693.89K) | $22.78(-1.39%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | 2.86% | 632.3K | $155.7M | +8.38%(+48.89K) | $173.97(+42.47%) | 2026-06-30 | |
| DGRO | ISHARES TR CORE DIVID GROWTH ETF | 2.84% | 2.04M | $154.3M | +8.85%(+165.62K) | $61.41(+29.59%) | 2026-06-30 | |
| IGIB | ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF | 2.82% | 2.88M | $153.3M | +22.37%(+527.07K) | $52.57(-0.90%) | 2026-06-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS | 2.6% | 1.72M | $141.7M | +7.07%(+113.22K) | $54.68(+53.81%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD | 2.35% | 2.20M | $128.1M | +6.29%(+130.31K) | $58.40(-0.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.19% | +37.48% | +5.65% | +31.62% |
| Top 20 Holdings Unweighted | +10.80% | +36.04% | +4.93% | +27.21% |
Td Private Client Wealth LLC reports $5.44B in US-listed equity holdings across 1,698 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (8.9%), IEFA (6.6%) and VMBS (4.9%). The top 20 holdings account for 54.13% of reported assets. Its disclosed equity book has returned +37.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Td Private Client Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1551017). View Td Private Client Wealth LLC’s 13F filings on SEC