TD PRIVATE CLIENT WEALTH LLC
•CIK: 1551017•Filing: Q4 2025
TD Private Client Wealth LLC, with $4.7 billion in assets under management, is known for its active management style, focusing on a diversified portfolio with significant positions in SPDR S&P 500 ETF Trust (SPYM) and iShares 20+ Year Treasury Bond ETF (IEFA). Recently, the fund has made notable moves by adding Caterpillar Inc. (CAT) and Vonage Holdings Corp. (VONV) substantially, while exiting positions in Tenet Healthcare Corp. (TTEN) and Fitbit Inc. (FITBM), reflecting a strategic shift towards industrial and tech
Total AUM
$4.7B
QoQ Performance
+5.7%
Positions
1,630
Top 10 Concentration
43.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
IEFA
SPYM8.4%
IEFA6.0%
VMBS5.0%
SPY4.5%
GOVT3.7%
DGRO2.5%
VOOG2.4%
IGIB2.4%
📈 Biggest Buys
SPYM
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF
+8.0%
8.4% of portfolio
IEFA
ISHARES TR CORE MSCI EAFE ETF
+9.7%
6.0% of portfolio
VMBS
VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF
+10.9%
5.0% of portfolio
GOVT
ISHARES TR U S TREAS BD ETF
+11.5%
3.7% of portfolio
IGIB
ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF
+16.7%
2.4% of portfolio
📉 Biggest Sells
Sector Breakdown
Other78.8%
ETF7.2%
Technology5.9%
Financial2.4%
Healthcare2.1%
Consumer1.5%
Industrial0.7%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
+1328 more exited positions
Changes from Q3 2025
NEW1 new position
↑91 increased
↓108 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024