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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 5 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHM SPDR SER TR STATE STREET SPDR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF 201,593.0 $9.7M 0.18% NEW $47.97 -0.4%
82 IUSV ISHARES TR CORE S&P U S VALUE ETF 86,730.0 $9.6M 0.18% NEW $110.15 +4.3%
83 VTEB VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF 178,378.0 $9.0M 0.17% NEW $50.58 -2.0%
84 SJNK SPDR SER TR STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BD ETF 360,371.0 $9.0M 0.17% NEW $25.03 -0.5%
85 VZ VERIZON COMMUNICATIONS INC COM Communication Services 211,837.0 $9.0M 0.17% NEW $42.34 +18.5%
86 DEM WISDOMTREE TR EMERGING MKTS HIGH DIVID FD 164,313.0 $8.8M 0.16% NEW $53.79 +3.0%
87 MA MASTERCARD INC CL A Financial Services 17,005.0 $8.7M 0.16% NEW $513.59 +16.5%
88 WFC WELLS FARGO & CO NEW COM Financial Services 105,248.0 $8.7M 0.16% NEW $82.64 +2.0%
89 KLAC KLA CORP COM Technology 28,122.0 $8.5M 0.16% NEW $301.71 -39.5%
90 FESM FIDELITY COVINGTON TR ENHANCED SMALL CAP CORE ETF 175,450.0 $8.5M 0.16% NEW $48.29 -1.3%
91 GILD GILEAD SCIENCES INC COM Healthcare 65,996.0 $8.3M 0.15% NEW $126.34 +17.3%
92 BTI BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072 Consumer Defensive 133,095.0 $8.2M 0.15% NEW $61.76 -8.7%
93 MRK MERCK & CO INC NEW COM Healthcare 63,772.0 $8.2M 0.15% NEW $128.50 +21.1%
94 SPSB SPDR SER TR STATE STR SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF 270,849.0 $8.1M 0.15% NEW $30.01 -0.1%
95 USB US BANCORP DEL COM NEW Financial Services 132,350.0 $8.0M 0.15% NEW $60.40 +3.1%
96 AMAT APPLIED MATLS INC COM Technology 10,911.0 $7.9M 0.14% NEW $723.00 -33.9%
97 ADI ANALOG DEVICES INC COM Technology 18,963.0 $7.5M 0.14% NEW $397.17 -5.8%
98 BERKSHIRE HATHAWAY INC DEL CL B NEW 14,981.0 $7.5M 0.14% NEW $500.38
99 TSLA TESLA INC COM Consumer Cyclical 17,067.0 $7.2M 0.13% NEW $420.61 -16.1%
100 PAYX PAYCHEX INC COM Industrials 72,725.0 $7.2M 0.13% NEW $98.33 +26.9%
Page 5 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%