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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 61 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 EQH EQUITABLE HLDGS INC COM Financial Services 129.0 $6K NEW $43.88 +13.6%
1202 LIBERTY MEDIA CORP DEL COM LIBERTY FORMULA ONE SER C 57.0 $5K NEW $95.14
1203 EWJ ISHARES INC MSCI JAPAN ETF NEW 58.0 $5K NEW $93.28 +2.3%
1204 TRNO TERRENO RLTY CORP COM Real Estate 82.0 $5K NEW $64.77 +4.3%
1205 ESLT ELBIT SYSTEMS LTD ISIN#IL0010811243 Industrials 7.0 $5K NEW $758.71 -4.8%
1206 AAL AMERICAN AIRLS GROUP INC COM Industrials 289.0 $5K NEW $18.07 -23.4%
1207 FNV FRANCO NEV CORP COM ISIN#CA3518581051 Basic Materials 25.0 $5K NEW $208.44 +28.3%
1208 EEFT EURONET WORLDWIDE INC COM Technology 71.0 $5K NEW $73.18 -3.6%
1209 SCI SERVICE CORP INTL COM Consumer Cyclical 68.0 $5K NEW $75.96 +12.4%
1210 GFL GFL ENVIRONMENTAL INC REGISTERED SHS SUBORDINATE VOTING WHEN ISSUED ISIN#CA36168Q1046 Industrials 140.0 $5K NEW $36.79 +12.3%
1211 AMTM AMENTUM HLDGS INC COM Industrials 248.0 $5K NEW $20.67 -0.3%
1212 HXL HEXCEL CORP NEW COM Industrials 51.0 $5K NEW $100.06 -5.4%
1213 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 89.0 $5K NEW $57.22 +14.7%
1214 IPAR INTERPARFUMS INC COM Consumer Defensive 45.0 $5K NEW $111.87 +4.3%
1215 EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 136.0 $5K NEW $36.76
1216 ARWR ARROWHEAD PHARMACEUTICALS INC COM Healthcare 61.0 $5K NEW $81.51 +9.3%
1217 VSNT VERSANT MEDIA GROUP INC CL A Industrials 138.0 $5K NEW $36.01 +9.1%
1218 TXNM ENERGY INC COM 87.0 $5K NEW $56.78
1219 CRS CARPENTER TECHNOLOGY CORP COM Industrials 8.0 $5K NEW $616.88 -21.6%
1220 BWXT BWX TECHNOLOGIES INC COM Industrials 25.0 $5K NEW $194.64 -21.3%
Page 61 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%