TD PRIVATE CLIENT WEALTH LLC Portfolio Holdings - 13F Filings | 13F Fund Database
TD PRIVATE CLIENT WEALTH LLC 13F Holdings
CIK 0001551017 · NEW YORK, NY
As of Sep 30, 2025, TD PRIVATE CLIENT WEALTH LLC reported
1,535 positions worth $4.0B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 4,554,909 | $356.8M | 8.93% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 2,855,180 | $249.3M | 6.24% |
| SPDR S&P 500 ETF TRUST | SPY | — | 322,250 | $214.7M | 5.37% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 4,470,696 | $209.9M | 5.25% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 6,703,746 |
|
55.0M3.88% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 1,502,276 |
02.3M | 2.56% |
| VANGUARD S&P 500 GROWTH INDEX FUND | VOOG | — | 231,740 |
00.9M | 2.52% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 463,216 |
00.0M | 2.50% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 1,776,456 | $96.1M | 2.40% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 1,615,766 | $95.1M | 2.38% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 451,129 | $94.4M | 2.36% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 930,109 | $77.2M | 1.93% |
| MICROSOFT CORP | MSFT | Technology | 121,410 | $62.9M | 1.57% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 633,358 | $56.6M | 1.42% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 664,443 | $53.1M | 1.33% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 784,549 | $51.7M | 1.29% |
| NVIDIA CORP | NVDA | Technology | 274,334 | $51.2M | 1.28% |
| ISHARES MSCI EAFE ETF | EFA | — | 537,320 | $50.2M | 1.26% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 409,944 | $49.0M | 1.23% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 473,087 | $47.4M | 1.19% |
| VANGUARD 500 INDEX FUND | VOO | — | 75,978 | $46.5M | 1.16% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 76,864 | $46.1M | 1.15% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 96,637 | $45.3M | 1.13% |
| ISHARES CORE S&P 500 ETF | IVV | — | 62,615 | $41.9M | 1.05% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 717,937 | $38.1M | 0.95% |