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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 60 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 SCHI SCHWAB STRATEGIC TR 5 -10 YR CORPORATE BD ETF 298.0 $7K NEW $22.64 -1.5%
1182 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 172.0 $7K NEW $38.96 +8.0%
1183 MTZ MASTEC INC COM Industrials 16.0 $7K NEW $416.06 -40.2%
1184 LENNAR CORP CL B 75.0 $7K NEW $88.71
1185 NEBIUS GROUP NV SHS CL A ISIN#NL0009805522 24.0 $7K NEW $276.17
1186 NEXXEN INTL LTD SHS NEW ISIN#IL0012165630 711.0 $6K NEW $9.03
1187 ACA ARCOSA INC COM Industrials 44.0 $6K NEW $145.30 -0.0%
1188 ALLY ALLY FINL INC COM Financial Services 135.0 $6K NEW $45.95 -7.4%
1189 BROWN FORMAN CORP CL B 232.0 $6K NEW $26.65
1190 ALC ALCON SA ACT NOM ISIN#CH0432492467 Healthcare 92.0 $6K NEW $67.10 +8.3%
1191 USFR WISDOMTREE TR WISDOMTREE FLTG RATE TREAS FD NEW 122.0 $6K NEW $50.35 -0.0%
1192 ZM ZOOM COMMUNICATIONS INC CL A Technology 71.0 $6K NEW $86.31 +8.7%
1193 ERIE ERIE INDTY CO CL A Financial Services 25.0 $6K NEW $239.76 +7.3%
1194 CRDO CREDO TECHNOLOGY GROUP HOLDING LIMITED REGISTERED SHS ISIN#KYG254571055 Technology 22.0 $6K NEW $271.95 -16.7%
1195 WWD WOODWARD INC COM Industrials 14.0 $6K NEW $425.43 -18.7%
1196 BABA ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 Consumer Cyclical 62.0 $6K NEW $95.98 +24.8%
1197 KMPR KEMPER CORP DEL COM Financial Services 219.0 $6K NEW $26.96 +5.4%
1198 PHIN PHINIA INC COM Consumer Cyclical 71.0 $6K NEW $82.37 -15.0%
1199 KWR QUAKER CHEM CORP COM Basic Materials 36.0 $6K NEW $158.86 +3.7%
1200 PEN PENUMBRA INC COM Healthcare 18.0 $6K NEW $315.78 +2.3%
Page 60 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%