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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 8 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 10,103.0 $5.1M 0.09% NEW $501.36 +25.3%
142 PG PROCTER & GAMBLE CO COM Consumer Defensive 34,027.0 $5.0M 0.09% NEW $146.64 -0.8%
143 VCLT VANGUARD SCOTTSDALE FDS VANGUARD LONG-TERM CORPORATE BOND INDEX FUND 66,306.0 $5.0M 0.09% NEW $75.25 -3.4%
144 UNH UNITEDHEALTH GROUP INC COM Healthcare 11,937.0 $5.0M 0.09% NEW $415.64 -4.6%
145 JEPI J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF 86,798.0 $4.9M 0.09% NEW $56.48 +2.9%
146 CMI CUMMINS INC COM Industrials 6,777.0 $4.8M 0.09% NEW $713.21 -19.7%
147 SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 130,818.0 $4.8M 0.09% NEW $36.87 -2.7%
148 XOM EXXON MOBIL CORP COM C/A EFF 07/02/26 1 NEW CU 30233Q108 EXXON MOBIL CORP FOR 1 OLD Energy 35,172.0 $4.8M 0.09% NEW $136.72 +17.5%
149 COLB COLUMBIA BKG SYS INC COM Financial Services 149,708.0 $4.8M 0.09% NEW $32.05 -4.7%
150 IMTM ISHARES TR MSCI INTL MOMENTUM FACTOR ETF 89,932.0 $4.8M 0.09% NEW $53.33 +1.5%
151 NGG NATIONAL GRID PLC SPON ADR NEW 2017 Utilities 57,639.0 $4.8M 0.09% NEW $82.87 -2.1%
152 ITOT ISHARES TR CORE S&P TOTAL U S STK MKT ETF 28,564.0 $4.7M 0.09% NEW $164.27 +2.2%
153 BAC BANK AMER CORP COM Financial Services 82,250.0 $4.7M 0.09% NEW $56.98 +9.6%
154 VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF 77,856.0 $4.6M 0.09% NEW $59.69 +1.6%
155 T AT&T INC COM Communication Services 223,804.0 $4.6M 0.09% NEW $20.70 +24.5%
156 APH AMPHENOL CORP NEW CL A Technology 25,883.0 $4.6M 0.08% NEW $176.32 -9.9%
157 HAS HASBRO INC COM Consumer Cyclical 54,439.0 $4.5M 0.08% NEW $82.59 +17.1%
158 VGIT VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD 74,948.0 $4.4M 0.08% NEW $58.98 -0.7%
159 EMR EMERSON ELEC CO COM Industrials 30,838.0 $4.4M 0.08% NEW $143.15 +8.3%
160 MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT Financial Services 6,209.0 $4.4M 0.08% NEW $703.34 -1.3%
Page 8 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%