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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 27 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FIX COMFORT SYS USA INC COM Industrials 227.0 $450K 0.01% NEW $1981.95 -18.8%
522 BDX BECTON DICKINSON & CO COM Healthcare 2,959.0 $448K 0.01% NEW $151.33 +25.5%
523 SCHZ SCHWAB STRATEGIC TR US AGGREGATE BD ETF 19,319.0 $447K 0.01% NEW $23.13 -1.1%
524 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 767.0 $442K 0.01% NEW $576.70 -8.5%
525 EHC ENCOMPASS HEALTH CORP COM Healthcare 4,355.0 $440K 0.01% NEW $101.08 +17.8%
526 SPYG SPDR SER TR STATE STR SPDR PORTFOLIO S&P 500 GROWTH ETF 3,689.0 $439K 0.01% NEW $118.99 +2.2%
527 OMC OMNICOM GROUP INC COM Communication Services 6,027.0 $439K 0.01% NEW $72.83 +21.7%
528 CVE CENOVUS ENERGY INC US REMOTE ISIN#CA15135U1093 Energy 17,644.0 $438K 0.01% NEW $24.81 +26.8%
529 EQIX EQUINIX INC COM PAR $0 001 Real Estate 418.0 $436K 0.01% NEW $1042.39 +3.1%
530 AEE AMEREN CORP COM Utilities 3,854.0 $436K 0.01% NEW $113.04 -5.9%
531 OXY OCCIDENTAL PETE CORP COM Energy 8,956.0 $435K 0.01% NEW $48.57 +21.0%
532 NTR NUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086 Basic Materials 6,895.0 $434K 0.01% NEW $62.98 +15.2%
533 LYG LLOYDS BANKING GROUP PLC SPONS ADR ISIN#US5394391099 Financial Services 74,317.0 $433K 0.01% NEW $5.83 +1.6%
534 AXON AXON ENTERPRISE INC COM Industrials 771.0 $432K 0.01% NEW $560.61 +8.8%
535 VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 2,733.0 $432K 0.01% NEW $158.03 +4.1%
536 STLD STEEL DYNAMICS INC COM Basic Materials 1,873.0 $430K 0.01% NEW $229.46 +2.3%
537 DLR DIGITAL RLTY TR INC COM Real Estate 2,391.0 $429K 0.01% NEW $179.58 +7.2%
538 VIS VANGUARD WORLD FDS VANGUARD INDLS ETF 1,183.0 $426K 0.01% NEW $360.38 -4.8%
539 AIZ ASSURANT INC COM Financial Services 1,581.0 $425K 0.01% NEW $268.53 +6.8%
540 HII HUNTINGTON INGALLS INDS INC COM Industrials 1,514.0 $424K 0.01% NEW $279.89 +6.1%
Page 27 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%