account_balance
Investment manager · 13F filer · SEC CIK 1551017
TD Private Client Wealth LLC
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Reported value$5.55Bas of Sep 30, 2026
Positions1,784 182 new, 95 sold out
Top 10 weight42.7%SPYM alone is 9%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Ser Tr State STR SPDR Port S&P 500 ETF
9.4%Added +6%
IEFAiShares Tr Core MSCI EAFE ETF
6.9%Added +7%
VMBSVanguard Scottsdale FDS Vanguard MTG Backed Secs ETF
4.8%Added +5%
SPYSPDR S&P 500 ETF Trust
3.9%Trimmed −3%
GOVTiShares Tr U S Treas Bd ETF
3.7%Added +6%
IGIBiShares Tr 5-10 Yr Invt Grade Corporate Bd ETF
2.9%Added +13%
DGROiShares Tr Core Divid Growth ETF
2.9%Added +6%
VXFVanguard Index FDS Vanguard Extended MKT ETF
2.8%Added +8%
VOOGVanguard Admiral FDS Inc S&P 500 Growth Index Fd ETF SHS
2.8%Added +7%
VGSHVanguard Scottsdale FDS Vanguard Short-Term Treas Index Fd
2.4%Added +5%
IEMGiShares Inc Core MSCI Emerging MKTS ETF
1.9%Added +11%
VIGVanguard Specialized Funds Divid Appreciation ETF SHS
1.8%Trimmed −3%
SPYMSPDR Ser Tr State STR SPDR Port S&P 500 ETF
9.4%Added +6%
IEFAiShares Tr Core MSCI EAFE ETF
6.9%Added +7%
VMBSVanguard Scottsdale FDS Vanguard MTG Backed Secs ETF
4.8%Added +5%
SPYSPDR S&P 500 ETF Trust
3.9%−3%
GOVTiShares Tr U S Treas Bd ETF
3.7%+6%
IGIBiShares Tr 5-10 Yr Invt Grade Corporate Bd ETF
2.9%
DGROiShares Tr Core Divid Growth ETF
2.9%
VXFVanguard Index FDS Vanguard Extended MKT ETF
2.8%
VOOGVanguard Admiral FDS Inc S&P 500 Growth Index Fd ETF SHS
2.8%
VGSH2.4%
IEMG1.9%
VIG1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Ser Tr State STR SPDR Port S&P 500 ETF 9.4% Added +6%
IEFA iShares Tr Core MSCI EAFE ETF 6.9% Added +7%
VMBS Vanguard Scottsdale FDS Vanguard MTG Backed Secs ETF 4.8% Added +5%
SPY SPDR S&P 500 ETF Trust 3.9% Trimmed −3%GOVT iShares Tr U S Treas Bd ETF 3.7% Added +6%
IGIB iShares Tr 5-10 Yr Invt Grade Corporate Bd ETF 2.9% Added +13%
DGRO iShares Tr Core Divid Growth ETF 2.9% Added +6%
VXF Vanguard Index FDS Vanguard Extended MKT ETF 2.8% Added +8%
VOOG Vanguard Admiral FDS Inc S&P 500 Growth Index Fd ETF SHS 2.8% Added +7%
VGSH Vanguard Scottsdale FDS Vanguard Short-Term Treas Index Fd 2.4% Added +5%
IEMG iShares Inc Core MSCI Emerging MKTS ETF 1.9% Added +11%
VIG Vanguard Specialized Funds Divid Appreciation ETF SHS 1.8% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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