Managers / Q1 2026
TD PRIVATE CLIENT WEALTH LLC
CIK 0001551017 · 1 VANDERBILT AVENUE, 23RD FLOOR, NEW YORK, NY, 10017 · (954) 205-4902
Reported Value
$4.8B
Q1 2026
Positions
1,649
Filings on Record
26
2019–present window
Filed
Apr 27, 2026
original filing
Summary
Td Private Client Wealth Llc reported $4.8B in U.S.-listed holdings across 1,649 positions for Q1 2026.
Its largest position, SPYM, represents 8.3% of the portfolio.
Compared with Q4 2025, the fund opened 129 new positions and exited 112.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $4.8B | 1,649 | Apr 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $4.7B | 1,632 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $4.4B | 1,535 | Oct 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $4.1B | 1,404 | Jul 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $3.6B | 1,415 | Apr 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $3.6B | 1,313 | Feb 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $3.5B | 1,281 | Nov 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $3.0B | 1,215 | Aug 16, 2024 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- TORONTO DOMINION BANK028-11527
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.