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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 71 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 CVLT COMMVAULT SYS INC COM Technology 11.0 $2K NEW $141.73 -6.4%
1402 LNTH LANTHEUS HLDGS INC COM Healthcare 14.0 $2K NEW $110.93 -9.0%
1403 LQDA LIQUIDIA CORPORATION COM Healthcare 19.0 $2K NEW $79.74 -10.4%
1404 NJR NEW JERSEY RES CORP COM Utilities 27.0 $2K NEW $56.04 -3.3%
1405 VIOO VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS 11.0 $2K NEW $137.55 -1.2%
1406 AHR AMERICAN HEALTHCARE REIT INC COM Real Estate 29.0 $2K NEW $52.14 +9.7%
1407 AWR AMERICAN STS WTR CO COM Utilities 18.0 $1K NEW $82.61 +8.5%
1408 UHS UNIVERSAL HEALTH SVCS INC CL B Healthcare 10.0 $1K NEW $148.70 +19.9%
1409 WULF TERAWULF INC COM Financial Services 60.0 $1K NEW $24.70 -34.9%
1410 AUR AURORA INNOVATION INC CL A Technology 217.0 $1K NEW $6.82 -15.9%
1411 MSTR STRATEGY INC CL A NEW Technology 17.0 $1K NEW $86.94 +40.6%
1412 GRFS GRIFOLS S A SPONSORED ADR REPSTG 1/2 CL B NON VTG NEW ISIN#US3984384087 Healthcare 208.0 $1K NEW $7.08 +12.8%
1413 CNK CINEMARK HLDGS INC COM Communication Services 46.0 $1K NEW $31.74 +18.7%
1414 MHK MOHAWK INDS INC COM Consumer Cyclical 12.0 $1K NEW $121.33 +10.0%
1415 CPRI CAPRI HLDGS LTD SHS ISIN#VGG1890L1076 Consumer Cyclical 78.0 $1K NEW $18.56 -27.7%
1416 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 36.0 $1K NEW $39.56 +4.6%
1417 UNIT UNITI GROUP INC NEW COM Real Estate 124.0 $1K NEW $11.47 -11.0%
1418 NTLA INTELLIA THERAPEUTICS INC COM Healthcare 84.0 $1K NEW $16.92 -22.2%
1419 DJT TRUMP MEDIA & TECHNOLOGY GROUP CORP COM Communication Services 182.0 $1K NEW $7.74 +20.7%
1420 APG API GROUP CORP COM Industrials 33.0 $1K NEW $42.36 -3.5%
Page 71 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%