TD Private Client Wealth LLC

13F filer · CIK 0001551017

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$5.44BU.S. long equity reported on 13F

Positions1,457125 new · 77 closed

Net flow last quarter-$47.4MBuys minus sells

Top 10 positions weight10.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 20261,457 positions
SPYSPDR S&P 500 ETF Trust	$218M	4.00%	Not reported	-4.0%	Q4 2019
NVDANvidia Corp	$56.4M	1.04%	0.00%	-1.8%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$51M	0.94%	Not reported	-4.3%	Q4 2019
AAPLApple Inc.	$48.7M	0.90%	0.00%	+3.5%	Q4 2019
MSFTMicrosoft Corp	$40M	0.74%	0.00%	-9.2%	Q4 2019
AMZNAmazon Com Inc	$37.7M	0.69%	0.00%	+4.9%	Q4 2019
GOOGLAlphabet Inc.	$35.2M	0.65%	0.00%	+8.1%	Q4 2019
AVGOBroadcom Inc.	$23.7M	0.44%	0.00%	-4.6%	Q4 2019
JPMJPMorgan Chase & Co	$23M	0.42%	0.00%	-5.7%	Q4 2019
GLDSPDR Gold Trust	$19M	0.35%	0.01%	+24.9%	Q4 2019
ABBVAbbVie Inc.	$17.1M	0.31%	0.00%	+2.9%	Q4 2019
BSVNBank7 Corp.	$16.9M	0.31%	2.28%	+4.1%	Q4 2019
METAMeta Platforms, Inc.	$14.5M	0.27%	Not reported	-23.1%	Q4 2019
GOOGAlphabet Inc.	$14.3M	0.26%	Not reported	-7.2%	Q4 2019
MUMicron Technology Inc	$14M	0.26%	0.00%	-21.1%	Q4 2019
CVXChevron Corp	$13.5M	0.25%	0.00%	-12.4%	Q4 2019
PMPhilip Morris International Inc.	$12.4M	0.23%	0.00%	-5.7%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12M	0.22%	0.00%	-6.8%	Q4 2019
CVSCVS HEALTH Corp	$11.5M	0.21%	0.01%	+3.7%	Q4 2019
PLDPrologis, Inc.	$10.6M	0.20%	0.01%	-3.7%	Q4 2019
MDTMedtronic plc	$10.5M	0.19%	0.01%	+6.3%	Q4 2019
JNJJohnson & Johnson	$10.2M	0.19%	0.00%	+23.7%	Q4 2019
CSCOCisco Systems, Inc.	$9.92M	0.18%	0.00%	-7.8%	Q4 2019
VZVerizon Communications Inc	$8.97M	0.16%	0.01%	+8.1%	Q4 2019
MAMastercard Inc	$8.73M	0.16%	0.00%	-4.4%	Q4 2019
WFCWells Fargo & Company	$8.7M	0.16%	0.00%	-2.0%	Q4 2019
KLACKla Corp	$8.48M	0.16%	0.00%	+33.5%	Q4 2019
GILDGilead Sciences, Inc.	$8.34M	0.15%	0.01%	-5.6%	Q4 2019
BTIBritish American Tobacco p.l.c.	$8.22M	0.15%	0.01%	-0.3%	Q4 2019
MRKMerck & Co., Inc.	$8.19M	0.15%	0.00%	+7.3%	Q4 2019
USBUS Bancorp \de\	$7.99M	0.15%	0.01%	+1.7%	Q4 2019
AMATApplied Materials Inc	$7.89M	0.14%	0.00%	-15.5%	Q4 2019
ADIAnalog Devices Inc	$7.53M	0.14%	0.00%	-8.0%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.5M	0.14%	Not reported	-11.1%	Q4 2019
TSLATesla, Inc.	$7.18M	0.13%	0.00%	+5.7%	Q4 2019
PAYXPaychex Inc	$7.15M	0.13%	0.02%	-3.5%	Q4 2019
LLYELI LILLY & Co	$6.77M	0.12%	0.00%	-3.6%	Q4 2019
VVisa Inc.	$6.77M	0.12%	0.00%	+5.8%	Q4 2019
HDHome Depot, Inc.	$6.66M	0.12%	0.00%	-3.7%	Q4 2019
WECWec Energy Group, Inc.	$6.58M	0.12%	0.02%	+10.5%	Q4 2019
LINLinde PLC	$6.58M	0.12%	0.00%	+30.0%	Q1 2023
GSGoldman Sachs Group Inc	$6.54M	0.12%	0.00%	-2.1%	Q4 2019
ASMLAsml Holding NV	$6.47M	0.12%	0.00%	+22.7%	Q4 2019
DUKDuke Energy CORP	$6.44M	0.12%	0.01%	-0.7%	Q4 2019
AMGNAmgen Inc	$6.32M	0.12%	0.00%	-3.2%	Q4 2019
MCHPMicrochip Technology Inc	$6.11M	0.11%	0.01%	+7.7%	Q4 2019
AEPAmerican Electric Power Co Inc	$6.1M	0.11%	0.01%	+12.2%	Q4 2019
ENBEnbridge Inc	$6.03M	0.11%	0.01%	+1.7%	Q4 2019
GEVGE Vernova Inc.	$5.98M	0.11%	0.00%	-9.1%	Q2 2024
METMetlife Inc	$5.95M	0.11%	0.01%	-9.8%	Q4 2019

Q1 2026Reported Apr 27, 20261,407 positions
SPYSPDR S&P 500 ETF Trust	$198M	4.10%	Not reported	-1.5%	Q4 2019
NVDANvidia Corp	$50.1M	1.04%	0.00%	+1.1%	Q4 2019
MSFTMicrosoft Corp	$43.7M	0.91%	0.00%	-2.5%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$41.8M	0.87%	Not reported	+2.7%	Q4 2019
AAPLApple Inc.	$41.3M	0.86%	0.00%	+29.5%	Q4 2019
AMZNAmazon Com Inc	$31.4M	0.65%	0.00%	-3.4%	Q4 2019
GOOGLAlphabet Inc.	$26.2M	0.54%	0.00%	-5.8%	Q4 2019
JPMJPMorgan Chase & Co	$21.9M	0.45%	0.00%	-10.8%	Q4 2019
AVGOBroadcom Inc.	$20.3M	0.42%	0.00%	+1.2%	Q4 2019
CVXChevron Corp	$19.2M	0.40%	0.00%	+16.0%	Q4 2019
METAMeta Platforms, Inc.	$19.1M	0.40%	Not reported	-3.3%	Q4 2019
GLDSPDR Gold Trust	$17.7M	0.37%	0.01%	-10.7%	Q4 2019
BSVNBank7 Corp.	$16.3M	0.34%	2.19%	-3.9%	Q4 2019
ABBVAbbVie Inc.	$14.4M	0.30%	0.00%	-2.8%	Q4 2019
GOOGAlphabet Inc.	$12.5M	0.26%	Not reported	+24.6%	Q4 2019
PMPhilip Morris International Inc.	$12.1M	0.25%	0.00%	-19.3%	Q4 2019
MDTMedtronic plc	$10.9M	0.23%	0.01%	+16.3%	Q4 2019
PLDPrologis, Inc.	$10.8M	0.22%	0.01%	-6.3%	Q4 2019
VZVerizon Communications Inc	$9.84M	0.20%	0.00%	+31.9%	Q4 2019
GILDGilead Sciences, Inc.	$9.74M	0.20%	0.01%	-16.0%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.12M	0.19%	0.00%	-5.7%	Q4 2019
MAMastercard Inc	$8.89M	0.18%	0.00%	-13.9%	Q4 2019
WFCWells Fargo & Company	$8.55M	0.18%	0.00%	-3.0%	Q4 2019
BRK.BBerkshire Hathaway Inc	$8.08M	0.17%	Not reported	+3.3%	Q4 2019
JNJJohnson & Johnson	$7.94M	0.16%	0.00%	-40.0%	Q4 2019
TTETotalEnergies SE	$7.89M	0.16%	0.00%	-4.8%	Q4 2019
BTIBritish American Tobacco p.l.c.	$7.81M	0.16%	0.01%	+17.6%	Q4 2019
CVSCVS HEALTH Corp	$7.7M	0.16%	0.01%	-3.7%	Q4 2019
XOMExxonMobil Holdings Corp	$7.47M	0.16%	0.00%	-31.9%	Q4 2019
CMECme Group Inc.	$7.3M	0.15%	0.01%	+16.4%	Q4 2019
NEENextera Energy Inc	$7.15M	0.15%	0.00%	-5.7%	Q4 2019
MRKMerck & Co., Inc.	$7.15M	0.15%	0.00%	+52.3%	Q4 2019
BACBank of America Corp	$7.11M	0.15%	0.00%	-6.9%	Q4 2019
CSCOCisco Systems, Inc.	$7.1M	0.15%	0.00%	-12.8%	Q4 2019
PAYXPaychex Inc	$6.94M	0.14%	0.02%	+75.2%	Q4 2019
TAt&T Inc.	$6.9M	0.14%	0.00%	+27.7%	Q4 2019
RTXRTX Corp	$6.88M	0.14%	0.00%	-13.6%	Q2 2020
USBUS Bancorp \de\	$6.77M	0.14%	0.01%	-1.9%	Q4 2019
DUKDuke Energy CORP	$6.71M	0.14%	0.01%	-0.7%	Q4 2019
ADIAnalog Devices Inc	$6.56M	0.14%	0.00%	-4.7%	Q4 2019
HONHoneywell International Inc	$6.5M	0.13%	0.00%	+0.9%	Q4 2019
HDHome Depot, Inc.	$6.45M	0.13%	0.00%	+34.5%	Q4 2019
AMGNAmgen Inc	$6.35M	0.13%	0.00%	-21.1%	Q4 2019
SNYSanofi	$6.28M	0.13%	0.01%	+29.0%	Q4 2019
ETREntergy Corp	$6.21M	0.13%	0.01%	-5.7%	Q4 2019
PEPPepsico Inc	$6.15M	0.13%	0.00%	+14.8%	Q4 2019
WMTWalmart Inc.	$6.12M	0.13%	0.00%	-19.2%	Q4 2019
TSLATesla, Inc.	$6M	0.12%	0.00%	+4.7%	Q4 2019
ENBEnbridge Inc	$5.91M	0.12%	0.01%	-6.0%	Q4 2019
WECWec Energy Group, Inc.	$5.9M	0.12%	0.02%	+63.8%	Q4 2019

Q4 2025Reported Feb 5, 20261,395 positions
SPYSPDR S&P 500 ETF Trust	$210M	4.48%	Not reported	-4.3%	Q4 2019
MSFTMicrosoft Corp	$58.6M	1.25%	0.00%	-0.3%	Q4 2019
NVDANvidia Corp	$53M	1.13%	0.00%	+3.5%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$43.3M	0.92%	Not reported	-8.4%	Q4 2019
AMZNAmazon Com Inc	$36M	0.77%	0.00%	-0.6%	Q4 2019
AAPLApple Inc.	$34.2M	0.73%	0.00%	+6.8%	Q4 2019
GOOGLAlphabet Inc.	$30.3M	0.65%	0.00%	+3.1%	Q4 2019
JPMJPMorgan Chase & Co	$26.9M	0.57%	0.00%	-1.8%	Q4 2019
METAMeta Platforms, Inc.	$22.8M	0.49%	Not reported	-15.9%	Q4 2019
AVGOBroadcom Inc.	$22.5M	0.48%	0.00%	+16.5%	Q4 2019
GLDSPDR Gold Trust	$18.3M	0.39%	0.01%	-11.8%	Q4 2019
BSVNBank7 Corp.	$17.1M	0.36%	2.29%	+1.0%	Q4 2019
ABBVAbbVie Inc.	$15.6M	0.33%	0.00%	-12.6%	Q4 2019
PMPhilip Morris International Inc.	$14.5M	0.31%	0.01%	-6.4%	Q4 2019
CVXChevron Corp	$12.2M	0.26%	0.00%	-7.5%	Q4 2019
MAMastercard Inc	$11.8M	0.25%	0.00%	-1.1%	Q4 2019
JNJJohnson & Johnson	$11.2M	0.24%	0.00%	-18.9%	Q4 2019
PLDPrologis, Inc.	$11.1M	0.24%	0.01%	-5.5%	Q4 2019
GOOGAlphabet Inc.	$11M	0.23%	Not reported	-2.5%	Q4 2019
MDTMedtronic plc	$10.4M	0.22%	0.01%	+1.8%	Q4 2019
WFCWells Fargo & Company	$10.3M	0.22%	0.00%	-1.7%	Q4 2019
GILDGilead Sciences, Inc.	$10.2M	0.22%	0.01%	+27.5%	Q4 2019
CVSCVS HEALTH Corp	$8.84M	0.19%	0.01%	-4.6%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.69M	0.19%	0.00%	-0.4%	Q4 2019
BACBank of America Corp	$8.61M	0.18%	0.00%	-0.6%	Q4 2019
BRK.BBerkshire Hathaway Inc	$8.2M	0.17%	Not reported	+5.2%	Q4 2019
CSCOCisco Systems, Inc.	$8.09M	0.17%	0.00%	+5.2%	Q4 2019
XOMExxonMobil Holdings Corp	$7.79M	0.17%	0.00%	-5.4%	Q4 2019
APHAmphenol Corp	$7.61M	0.16%	0.00%	-16.6%	Q4 2019
RTXRTX Corp	$7.58M	0.16%	0.00%	-2.8%	Q2 2020
AMGNAmgen Inc	$7.48M	0.16%	0.00%	-13.0%	Q4 2019
USBUS Bancorp \de\	$7.08M	0.15%	0.01%	-6.4%	Q4 2019
TSLATesla, Inc.	$6.94M	0.15%	0.00%	+3.1%	Q4 2019
CMICummins Inc	$6.9M	0.15%	0.01%	+0.3%	Q4 2019
WMTWalmart Inc.	$6.79M	0.14%	0.00%	-5.7%	Q4 2019
AEPAmerican Electric Power Co Inc	$6.79M	0.14%	0.01%	-19.2%	Q4 2019
NEENextera Energy Inc	$6.55M	0.14%	0.00%	-3.2%	Q4 2019
BTIBritish American Tobacco p.l.c.	$6.43M	0.14%	0.00%	-4.9%	Q4 2019
VVisa Inc.	$6.09M	0.13%	0.00%	-24.6%	Q4 2019
VZVerizon Communications Inc	$6.05M	0.13%	0.00%	-32.9%	Q4 2019
DUKDuke Energy CORP	$6.05M	0.13%	0.01%	-6.8%	Q4 2019
LLYELI LILLY & Co	$5.98M	0.13%	0.00%	-5.6%	Q4 2019
NGGNational Grid PLC	$5.91M	0.13%	0.00%	-7.3%	Q4 2019
ADIAnalog Devices Inc	$5.87M	0.13%	0.00%	-1.7%	Q4 2019
TTETotalEnergies SE	$5.81M	0.12%	0.00%	-7.0%	Q4 2019
CMECme Group Inc.	$5.8M	0.12%	0.01%	+132.7%	Q4 2019
METMetlife Inc	$5.78M	0.12%	0.01%	-0.1%	Q4 2019
GSGoldman Sachs Group Inc	$5.68M	0.12%	0.00%	+85.9%	Q4 2019
ENBEnbridge Inc	$5.57M	0.12%	0.01%	-10.8%	Q4 2019
HONHoneywell International Inc	$5.57M	0.12%	0.00%	+2.0%	Q4 2019

Q3 2025Reported Oct 27, 20251,301 positions
SPYSPDR S&P 500 ETF Trust	$215M	4.84%	Not reported	-6.5%	Q4 2019
MSFTMicrosoft Corp	$62.9M	1.42%	0.00%	-0.9%	Q4 2019
NVDANvidia Corp	$51.2M	1.15%	0.00%	+11.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$46.1M	1.04%	Not reported	-1.3%	Q4 2019
AMZNAmazon Com Inc	$34.5M	0.78%	0.00%	-3.2%	Q4 2019
METAMeta Platforms, Inc.	$30.2M	0.68%	Not reported	+0.4%	Q4 2019
AAPLApple Inc.	$30M	0.68%	0.00%	-1.0%	Q4 2019
JPMJPMorgan Chase & Co	$26.8M	0.60%	0.00%	-12.4%	Q4 2019
GOOGLAlphabet Inc.	$22.8M	0.51%	0.00%	+11.0%	Q4 2019
GLDSPDR Gold Trust	$18.6M	0.42%	0.02%	+2.1%	Q4 2019
AVGOBroadcom Inc.	$18.4M	0.41%	0.00%	-20.2%	Q4 2019
ABBVAbbVie Inc.	$18M	0.41%	0.00%	-2.8%	Q4 2019
BSVNBank7 Corp.	$16.9M	0.38%	2.27%	+4.0%	Q4 2019
PMPhilip Morris International Inc.	$15.6M	0.35%	0.01%	-6.2%	Q4 2019
CVXChevron Corp	$13.4M	0.30%	0.00%	+9.0%	Q4 2019
JNJJohnson & Johnson	$12.4M	0.28%	0.00%	+3.1%	Q4 2019
MAMastercard Inc	$11.9M	0.27%	0.00%	+1.7%	Q4 2019
PLDPrologis, Inc.	$10.6M	0.24%	0.01%	+10.6%	Q4 2019
MDTMedtronic plc	$10.1M	0.23%	0.01%	-9.9%	Q4 2019
VZVerizon Communications Inc	$9.73M	0.22%	0.01%	-19.4%	Q4 2019
WFCWells Fargo & Company	$9.44M	0.21%	0.00%	+48.4%	Q4 2019
NFLXNetflix Inc	$8.84M	0.20%	0.00%	-6.8%	Q4 2019
CVSCVS HEALTH Corp	$8.8M	0.20%	0.01%	+17.1%	Q4 2019
GOOGAlphabet Inc.	$8.72M	0.20%	Not reported	+15.7%	Q4 2019
APHAmphenol Corp	$8.36M	0.19%	0.01%	-2.8%	Q4 2019
AEPAmerican Electric Power Co Inc	$8.2M	0.18%	0.01%	-7.2%	Q4 2019
BACBank of America Corp	$8.13M	0.18%	0.00%	+1.7%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.02M	0.18%	0.00%	+7.7%	Q4 2019
VVisa Inc.	$7.86M	0.18%	0.00%	-21.9%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.8M	0.18%	Not reported	-8.2%	Q4 2019
XOMExxonMobil Holdings Corp	$7.71M	0.17%	0.00%	+7.0%	Q4 2019
AMGNAmgen Inc	$7.42M	0.17%	0.00%	+2.6%	Q4 2019
GILDGilead Sciences, Inc.	$7.24M	0.16%	0.01%	+46.1%	Q4 2019
RTXRTX Corp	$7.11M	0.16%	0.00%	-11.7%	Q2 2020
USBUS Bancorp \de\	$6.85M	0.15%	0.01%	-29.5%	Q4 2019
DUKDuke Energy CORP	$6.85M	0.15%	0.01%	+7.5%	Q4 2019
CSCOCisco Systems, Inc.	$6.82M	0.15%	0.00%	-2.8%	Q4 2019
WMTWalmart Inc.	$6.67M	0.15%	0.00%	-27.5%	Q4 2019
TSLATesla, Inc.	$6.66M	0.15%	0.00%	+3.0%	Q4 2019
ENBEnbridge Inc	$6.58M	0.15%	0.01%	+13.6%	Q4 2019
HDHome Depot, Inc.	$6.42M	0.14%	0.00%	-7.3%	Q4 2019
NEENextera Energy Inc	$6.36M	0.14%	0.00%	-11.2%	Q4 2019
BTIBritish American Tobacco p.l.c.	$6.34M	0.14%	0.01%	+12.9%	Q4 2019
TAt&T Inc.	$6.31M	0.14%	0.00%	+35.1%	Q4 2019
METMetlife Inc	$6.03M	0.14%	0.01%	+7.3%	Q4 2019
NGGNational Grid PLC	$5.99M	0.13%	0.00%	+7.9%	Q4 2019
PFEPfizer Inc	$5.95M	0.13%	0.00%	+52.6%	Q4 2019
KKRKKR & Co. Inc.	$5.95M	0.13%	0.01%	-0.9%	Q4 2019
HONHoneywell International Inc	$5.89M	0.13%	0.00%	+67.7%	Q4 2019
TTETotalEnergies SE	$5.71M	0.13%	0.00%	+16.9%	Q4 2019

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