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Portfolio (Quarterly) Guide ↗

TD PRIVATE CLIENT WEALTH LLC

· CIK 0001551017
13F Portfolio $5.4B AUM 1,698 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1698 New
Page 23 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IWN ISHARES TR RUSSELL 2000 VALUE ETF 3,041.0 $673K 0.01% NEW $221.22 +1.6%
442 MLI MUELLER INDS INC COM Industrials 5,454.0 $670K 0.01% NEW $122.93 -47.7%
443 STAG STAG INDL INC COM Real Estate 17,526.0 $667K 0.01% NEW $38.06 -2.7%
444 ROST ROSS STORES INC COM Consumer Cyclical 3,129.0 $666K 0.01% NEW $212.85 +8.5%
445 MPWR MONOLITHIC PWR SYS INC COM Technology 480.0 $664K 0.01% NEW $1382.36 -6.5%
446 VLO VALERO ENERGY CORP NEW COM Energy 2,539.0 $661K 0.01% NEW $260.42 +33.5%
447 ROK ROCKWELL AUTOMATION INC COM Industrials 1,310.0 $649K 0.01% NEW $495.08 -12.6%
448 KGC KINROSS GOLD CORP COM NO PAR ISIN#CA4969024047 Basic Materials 27,266.0 $644K 0.01% NEW $23.62 +37.4%
449 BSY BENTLEY SYS INC CL B Technology 21,416.0 $640K 0.01% NEW $29.89 +25.3%
450 Q QNITY ELECTRONICS INC COM Technology 3,858.0 $630K 0.01% NEW $163.31 -22.8%
451 FORTINET INC COM 4,098.0 $630K 0.01% NEW $153.63
452 HLNE HAMILTON LANE INC CL A Financial Services 7,966.0 $628K 0.01% NEW $78.83 +35.2%
453 HST HOST HOTELS & RESORTS INC COM Real Estate 26,286.0 $623K 0.01% NEW $23.71 -5.2%
454 SITE SITEONE LANDSCAPE SUPPLY INC COM Industrials 5,435.0 $622K 0.01% NEW $114.41 -16.8%
455 EAGG ISHARES TR ESG AWARE U S AGGREGATE BD ETF 12,987.0 $616K 0.01% NEW $47.41 -1.2%
456 RIO RIO TINTO PLC SPONSORED ADR ISIN#US7672041008 Basic Materials 6,486.0 $616K 0.01% NEW $94.92 +10.4%
457 KMI KINDER MORGAN INC DEL COM Energy 19,242.0 $615K 0.01% NEW $31.97 -1.0%
458 CHE CHEMED CORP NEW COM Healthcare 1,309.0 $610K 0.01% NEW $465.74 +12.4%
459 ACN ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 Technology 4,859.0 $605K 0.01% NEW $124.44 +51.1%
460 JLL JONES LANG LASALLE INC COM Real Estate 1,949.0 $604K 0.01% NEW $309.95 +23.0%
Page 23 of 85  ·  1,698 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.0%
Technology 22.6%
Healthcare 9.1%
Industrials 8.6%
Consumer Cyclical 6.7%
Communication Services 5.6%
Consumer Defensive 4.9%
Utilities 4.1%
Energy 3.5%
Real Estate 2.2%