Institutional Fund
Td Private Client Wealth LLC
New York, NYCIK 15510175 filings on record
Portfolio Value
$4.82B
Q1 2026
Holdings
1,647
Reported positions
New Buys
129
Opened this quarter
QoQ Change
+2.7%
from $4.69B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust8.3%
- Ishares Tr6.4%
- Vanguard Scottsdale Fds5.2%
- Spdr S&P 500 ETF Tr4.1%
- Ishares Tr3.9%
- Ishares Tr2.7%
- Other69.5%
Portfolio Holdings
1,647 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 5.22M | $399.44M | 8.3% | +301.3K | Added |
| 2 | Ishares Tr | 3.39M | $307.29M | 6.4% | +261.7K | Added |
| 3 | Vanguard Scottsdale Fds | 5.29M | $248.33M | 5.2% | +329.6K | Added |
| 4 | Spdr S&P 500 ETF Tr | 303.8K | $197.58M | 4.1% | −4.8K | Reduced |
| 5 | Ishares Tr | 8.17M | $187.17M | 3.9% | +696.3K | Added |
| 6 | Ishares Tr | 1.87M | $131.27M | 2.7% | +148.0K | Added |
| 7 | Ishares Tr | 2.36M | $125.40M | 2.6% | +282.4K | Added |
| 8 | Vanguard Scottsdale Fds | 2.07M | $121.19M | 2.5% | +277.6K | Added |
| 9 | Vanguard Index Fds | 583.4K | $120.06M | 2.5% | +66.0K | Added |
| 10 | Vanguard Admiral Fds Inc | 267.0K | $108.84M | 2.3% | +10.4K | Added |
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