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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 39 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SWK STANLEY BLACK & DECKER INC COM Industrials 1,129.0 $106K 0.00% NEW $94.12 +5.4%
762 SCHE SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF 2,913.0 $106K 0.00% NEW $36.26 +2.8%
763 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 757.0 $105K 0.00% NEW $139.18 -5.6%
764 SPSM SPDR SER TR STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 1,824.0 $105K 0.00% NEW $57.67 -1.1%
765 MTD METTLER-TOLEDO INTL INC COM Healthcare 82.0 $105K 0.00% NEW $1277.51 +10.2%
766 ES EVERSOURCE ENERGY COM Utilities 1,447.0 $105K 0.00% NEW $72.28 -1.9%
767 CMS CMS ENERGY CORP COM Utilities 1,363.0 $104K 0.00% NEW $76.50 -10.7%
768 GNRC GENERAC HLDGS INC COM Industrials 353.0 $103K 0.00% NEW $292.81 -32.6%
769 RBLX ROBLOX CORP COM CL A Technology 1,895.0 $103K 0.00% NEW $54.38 -29.8%
770 BHP BHP GROUP LTD SPONSORED ADR ISIN#US0886061086 Basic Materials 1,233.0 $103K 0.00% NEW $83.31 +15.7%
771 ISCG ISHARES TR MORNINGSTAR SMALL-CAP GROWTH ETF 1,560.0 $102K 0.00% NEW $65.54 -0.6%
772 ZTO ZTO EXPRESSCAYMAN INC SPONS ADR Industrials 4,516.0 $101K 0.00% NEW $22.38 -5.3%
773 BBWI BATH & BODY WKS INC COM Consumer Cyclical 4,359.0 $101K 0.00% NEW $23.13 -19.4%
774 DORM DORMAN PRODS INC COM Consumer Cyclical 732.0 $100K 0.00% NEW $136.45 -6.0%
775 RALLIANT CORP COM 1,352.0 $100K 0.00% NEW $73.63
776 ACWI ISHARES TR MSCI ACWI ETF 633.0 $99K 0.00% NEW $156.97 +2.9%
777 KTB KONTOOR BRANDS INC COM Consumer Cyclical 1,191.0 $99K 0.00% NEW $83.34 -8.2%
778 AXTA AXALTA COATING SYSTEMS LTD SHS ISIN#BMG0750C1082 Basic Materials 2,873.0 $98K 0.00% NEW $34.22 +7.2%
779 INDV INDIVIOR PHARMACEUTICALS INC COM Healthcare 2,358.0 $97K 0.00% NEW $41.03 -14.0%
780 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 3,273.0 $96K 0.00% NEW $29.33 +31.1%
Page 39 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%