Managers / Q1 2025 · view latest →
TD PRIVATE CLIENT WEALTH LLC
CIK 0001551017 · 1 VANDERBILT AVENUE, 23RD FLOOR, NEW YORK, NY, 10017 · (954) 205-4902
Reported Value
$3.6B
Q1 2025
Positions
1,415
Filings on Record
26
2019–present window
Filed
Apr 29, 2025
original filing
Summary
Td Private Client Wealth Llc reported $3.6B in U.S.-listed holdings across 1,415 positions for Q1 2025.
Its largest position, SPYM, represents 7.3% of the portfolio.
Compared with Q4 2024, the fund opened 183 new positions and exited 81.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 70.2% · $2.5B
- Common Stock · 26.8% · $972M
- Other · 1.5% · $53M
- ADR · 0.9% · $33M
- REIT · 0.7% · $25M
- Other · 0.0% · $816,928
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
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 ↗.