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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 20 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HCA HCA HEALTHCARE INC COM Healthcare 2,398.0 $935K 0.02% NEW $389.89 +9.6%
382 NXPI NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784 Technology 3,318.0 $932K 0.02% NEW $281.03 -20.6%
383 RTO RENTOKIL INITIAL PLC SPONS ADR ISIN#US7601251041 Industrials 32,201.0 $921K 0.02% NEW $28.61 -18.1%
384 SLB SLB LIMITED COM ISIN#AN8068571086 Energy 19,795.0 $920K 0.02% NEW $46.49 +15.3%
385 NOBL PROSHARES TR S&P 500 DIVID ARISTOCRATS ETF 16,295.0 $915K 0.02% NEW $56.16 +4.7%
386 BK BANK NEW YORK MELLON CORP COM Financial Services 6,305.0 $912K 0.02% NEW $144.61 -1.9%
387 DAL DELTA AIR LINES INC DEL COM NEW Industrials 9,702.0 $909K 0.02% NEW $93.66 -11.3%
388 UAL UNITED AIRLS HLDGS INC COM Industrials 6,559.0 $892K 0.02% NEW $135.99 -15.6%
389 NEM NEWMONT CORP COM Basic Materials 9,511.0 $888K 0.02% NEW $93.40 +40.8%
390 NDAQ NASDAQ INC COM Financial Services 11,151.0 $879K 0.02% NEW $78.82 +26.2%
391 MSM MSC INDL DIRECT INC CL A Industrials 7,382.0 $878K 0.02% NEW $118.95 +3.0%
392 JKHY HENRY JACK & ASSOC INC COM Technology 6,304.0 $868K 0.02% NEW $137.74 +25.1%
393 WELL WELLTOWER INC COM Real Estate 3,823.0 $868K 0.02% NEW $226.97 +6.4%
394 XLI SELECT SECTOR SPDR TR STATE STREET INDL SELECT SECTOR SPDR ETF 4,675.0 $866K 0.02% NEW $185.24 -2.6%
395 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 48,830.0 $866K 0.02% NEW $17.73 -3.9%
396 SUSB ISHARES TR ESG AWARE 1-5 YR USD CORPORATE BD ETF 34,357.0 $859K 0.02% NEW $24.99 -0.4%
397 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 7,736.0 $853K 0.02% NEW $110.27 -0.4%
398 QXO QXO INC COM PAR VALUE $0 00001 NEW Industrials 49,285.0 $852K 0.02% NEW $17.28 -18.8%
399 VNQI VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD ETF SHS 18,860.0 $846K 0.02% NEW $44.85 +1.8%
400 HIG HARTFORD INS GROUP INC COM Financial Services 6,248.0 $828K 0.01% NEW $132.52 +5.5%
Page 20 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%