TD PRIVATE CLIENT WEALTH LLC: 13F holdings

CIK 15510172026Q2

Positions1,698
Reported value$5.4bn
Filed2026-08-04

Change since last quarter

Positions1,698 (+49 vs prior quarter)
Reported value$5.4bn (+12.9%)

Top 10 holdings

SecuritySharesValueWeight
SPYM SPDR SER TR STATE STR SPDR PORT S&P 500 ETF5,508,862$484.1m8.9%
IEFA ISHARES TR CORE MSCI EAFE ETF3,705,860$357.9m6.6%
VMBS VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF5,693,728$266.5m4.9%
SPY STATE STR SPDR S&P 500 ETF TR TR UNIT291,642$217.8m4.0%
GOVT ISHARES TR U S TREAS BD ETF8,863,673$201.9m3.7%
VXF VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF632,279$155.7m2.9%
DGRO ISHARES TR CORE DIVID GROWTH ETF2,036,157$154.3m2.8%
IGIB ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF2,883,337$153.3m2.8%
VOOG VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS1,715,087$141.7m2.6%
VGSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD2,200,571$128.1m2.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1551017")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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