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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 46 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 VTRS VIATRIS INC COM Healthcare 2,988.0 $47K 0.00% NEW $15.88 +6.4%
902 HDUS LATTICE STRATEGIES TR HARTFORD DISCIPLINED US EQUITY ETF 666.0 $47K 0.00% NEW $71.11 +4.7%
903 LKFN LAKELAND FINL CORP COM Financial Services 765.0 $47K 0.00% NEW $61.72 -4.1%
904 SMFG SUMITOMO MITSUI FINL GROUP INC SPONS ADR ISIN#US86562M2098 Financial Services 2,001.0 $47K 0.00% NEW $23.58 +7.8%
905 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 244.0 $47K 0.00% NEW $193.23 +3.6%
906 CRTO CRITEO SA SPONS ADR ISIN#US2267181046 Communication Services 2,575.0 $47K 0.00% NEW $18.28 -5.7%
907 WAFD WAFD INC COM Financial Services 1,219.0 $47K 0.00% NEW $38.37 -5.7%
908 LNT ALLIANT ENERGY CORP COM Utilities 611.0 $47K 0.00% NEW $76.29 -10.6%
909 EL LAUDER ESTEE COS INC CL A Consumer Defensive 589.0 $47K 0.00% NEW $78.95 +34.5%
910 BLBD BLUE BIRD CORP COM Consumer Cyclical 588.0 $46K 0.00% NEW $78.96 -24.1%
911 GBCI GLACIER BANCORP INC NEW COM Financial Services 900.0 $46K 0.00% NEW $51.58 -8.4%
912 DHT DHT HOLDINGS INC SHS NEW ISIN#MHY2065G1219 Energy 2,798.0 $46K 0.00% NEW $16.53 +17.1%
913 CAVA CAVA GROUP INC COM Consumer Cyclical 581.0 $46K 0.00% NEW $78.48 -14.7%
914 AES AES CORP COM Utilities 3,055.0 $45K 0.00% NEW $14.66 +0.6%
915 VSH VISHAY INTERTECHNOLOGY INC COM Technology 832.0 $45K 0.00% NEW $53.78 -41.0%
916 BANF BANCFIRST CORP COM Financial Services 401.0 $45K 0.00% NEW $111.13 -0.7%
917 FUL FULLER H B CO COM Basic Materials 758.0 $44K 0.00% NEW $58.29 -2.2%
918 FHN FIRST HORIZON CORP COM Financial Services 1,711.0 $44K 0.00% NEW $25.64 -4.8%
919 SCHH SCHWAB STRATEGIC TR US REIT ETF 1,850.0 $44K 0.00% NEW $23.68 +0.7%
920 HEI HEICO CORP NEW COM Industrials 122.0 $43K 0.00% NEW $356.19 -5.4%
Page 46 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%