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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 30 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 BLOCK INC CL A 4,258.0 $324K 0.01% NEW $76.00
582 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 2,017.0 $324K 0.01% NEW $160.42 +9.4%
583 DINO HF SINCLAIR CORP COM Energy 4,642.0 $323K 0.01% NEW $69.65 +39.3%
584 FMX FOMENTO ECONOMICO MEX S A B DE C V NEW ISIN#US3444191064 SPON ADR REP UNIT1 SER B SH & 2 SER D B SHS & 2 SER D L SHS Consumer Defensive 2,523.0 $323K 0.01% NEW $127.90 -5.9%
585 SYF SYNCHRONY FINL COM Financial Services 4,239.0 $322K 0.01% NEW $76.05 +5.1%
586 VOT VANGUARD INDEX FDS MID-CAP GROWTH ETF 1,051.0 $322K 0.01% NEW $306.30 +0.2%
587 TMHC TAYLOR MORRISON HOME CORP COM STK Consumer Cyclical 4,474.0 $321K 0.01% NEW $71.74 +1.0%
588 AMLP ALPS ETF TR ALERIAN MLP ETF NEW 6,114.0 $317K 0.01% NEW $51.85 +6.7%
589 ILTB ISHARES TR CORE 10 PLUS YR USD BD ETF 6,414.0 $316K 0.01% NEW $49.25 -3.3%
590 TXT TEXTRON INC COM Industrials 3,438.0 $315K 0.01% NEW $91.73 -10.2%
591 RJF RAYMOND JAMES FINL INC COM Financial Services 2,057.0 $313K 0.01% NEW $152.03 +15.8%
592 IUSB ISHARES TR CORE UNIVERSAL USD BD ETF 6,774.0 $313K 0.01% NEW $46.15 -1.1%
593 BCS BARCLAYS PLC ADR ISIN#US06738E2046 Financial Services 11,624.0 $312K 0.01% NEW $26.86 +0.0%
594 SPTS SPDR SER TR STATE STREET SPDR BLOOMBERG BARCLAYS 1-3 YR U S TREAS INDEX 10,743.0 $312K 0.01% NEW $29.01 -0.1%
595 ICF ISHARES TR SELECT U S REIT ETF 4,558.0 $308K 0.01% NEW $67.63 +0.7%
596 ACWX ISHARES TR MSCI ACWI EX US ETF 4,027.0 $306K 0.01% NEW $76.11 +2.4%
597 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 11,438.0 $305K 0.01% NEW $26.66 +8.3%
598 NNN NNN REIT INC COM Real Estate 6,482.0 $302K 0.01% NEW $46.53 -2.6%
599 KR KROGER CO COM Consumer Defensive 5,408.0 $300K 0.01% NEW $55.53 +2.5%
600 BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA ISIN#US05946K1016 APONSORED ADR Financial Services 11,942.0 $299K 0.01% NEW $25.06 +14.5%
Page 30 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%