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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 16 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 LPLA LPL FINL HLDGS INC COM Financial Services 5,967.0 $1.7M 0.03% NEW $281.68 +28.5%
302 AJG GALLAGHER ARTHUR J & CO COM Financial Services 7,254.0 $1.7M 0.03% NEW $229.57 +17.0%
303 ALLE ALLEGION PUB LTD CO ORD SHS ISIN#IE00BFRT3W74 Industrials 11,677.0 $1.6M 0.03% NEW $140.49 +14.2%
304 GD GENERAL DYNAMICS CORP COM Industrials 4,590.0 $1.6M 0.03% NEW $354.24 +6.3%
305 KDP KEURIG DR PEPPER INC COM Consumer Defensive 49,511.0 $1.6M 0.03% NEW $32.73 -2.7%
306 FCNCA FIRST CTZNS BANCSHARES INC CL A Financial Services 776.0 $1.6M 0.03% NEW $2080.79 +3.8%
307 EFX EQUIFAX INC COM Industrials 10,140.0 $1.6M 0.03% NEW $158.72 +20.9%
308 YLDE LEGG MASON ETF INVT TR FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF 28,833.0 $1.6M 0.03% NEW $55.62 +4.0%
309 PGR PROGRESSIVE CORP OH COM Financial Services 7,294.0 $1.6M 0.03% NEW $218.46 +1.7%
310 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 18,197.0 $1.6M 0.03% NEW $87.22 +8.2%
311 MDLN MEDLINE INC CL A Healthcare 39,492.0 $1.6M 0.03% NEW $39.44 -9.6%
312 SMMD ISHARES TR RUSSELL 2500 ETF 16,759.0 $1.5M 0.03% NEW $91.63 -0.0%
313 BKR BAKER HUGHES CO CL A Energy 27,170.0 $1.5M 0.03% NEW $55.50 +11.4%
314 CRH PLC SHS ISIN#IE0001827041 13,729.0 $1.5M 0.03% NEW $107.00
315 MCK MCKESSON CORP COM Healthcare 1,942.0 $1.5M 0.03% NEW $755.60 +19.8%
316 MPC MARATHON PETE CORP COM Energy 5,736.0 $1.5M 0.03% NEW $255.67 +38.8%
317 TOTL SSGA ACTIVE ETF TR STATE STREET DOBLELINE TOTAL RETURN TACTICAL ETF 37,131.0 $1.5M 0.03% NEW $39.47 -1.3%
318 CW CURTISS WRIGHT CORP COM Industrials 1,909.0 $1.4M 0.03% NEW $757.76 -19.5%
319 IJK ISHARES TR S&P MIDCAP 400 GROWTH ETF 12,198.0 $1.4M 0.03% NEW $117.50 -2.6%
320 RS RELIANCE INC COM Basic Materials 3,831.0 $1.4M 0.03% NEW $373.60 +2.7%
Page 16 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%