Td Private Client Wealth LLC

Investment Portfolio & 13F Holdings Analysis

About

TD PRIVATE CLIENT WEALTH LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1415 holdings worth $3.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 1,415
Total Value: 3630454336
Accession Number: 0001089355-25-000036
Form Type: 13F-HR
CIK: 0001551017
Manager Name: Td Private Client Wealth LLC

Data Enrichment

90% identified

1,270 identified145 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,415 positions • $3,630,454.336K total value

1,415 positions

Manager:

SEC FilingSEC DataHachi Filing

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78464A854

SPLG|78464A854

4023317(+11.3%)

Value:

$264.6B(+6.2%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

348814(+2.3%)

Value:

$195.1B(-2.3%)

46432F842

IEFA|46432F842

2494414(+12.3%)

Value:

$188.7B(+20.9%)

92206C771

3923459(+8.4%)

Value:

$181.7B(+10.8%)

46429B267

6104423(+7.3%)

Value:

$140.3B(+7.3%)

921908844

VIG|921908844

455868(+2.2%)

Value:

$88.4B(+1.2%)

92206C102

VGSH|92206C102

1346379(+6.9%)

Value:

$79.0B(+7.8%)

464287457

918698(-4.9%)

Value:

$76.0B(-4.0%)

46434V621

DGRO|46434V621

1122671(+15.1%)

Value:

$69.4B(+15.9%)

922908652

VXF|922908652

397338(+8.7%)

Value:

$68.4B(-1.4%)

464288638

1290398(+15.4%)

Value:

$67.8B(+17.7%)

921932505

VOOG|921932505

183036(+17.1%)

Value:

$61.2B(+7.0%)

464287432

531083(+7.6%)

Value:

$48.3B(+12.2%)

MICROSOFT CORP

MSFT|594918104

124650(+5.0%)

Value:

$46.8B(-6.5%)

92206C409

586168(-4.4%)

Value:

$46.3B(-3.3%)

464287614

IWF|464287614

128041(-2.8%)

Value:

$46.2B(-12.6%)

464288661

364598(-2.4%)

Value:

$43.1B(-0.2%)

46434G103

IEMG|46434G103

772819(+8.1%)

Value:

$41.7B(+11.7%)

464287226

400985(+5.9%)

Value:

$39.7B(+8.1%)

464287465

EFA|464287465

482566(+4.5%)

Value:

$39.4B(+13.0%)

Instrument	Shares		Other Manager	Value
(SPLGcusip78464A854)	4.0M	QoQ +11.32% (+409.4K) YoY +62.98% (+1.6M)	All Managers (Combined)	$264.6M	QoQ +6.19% (+$15.4M) YoY +74.19% (+$112.7M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	348.8K	QoQ +2.32% (-7.9K) YoY -6.08% (-22.6K)	All Managers (Combined)	$195.1M	QoQ -2.33% (-$4.7M) YoY +0.43% (-$849.3K)
(IEFAcusip46432F842)	2.5M	QoQ +12.32% (+273.8K) YoY +75.31% (+1.1M)	All Managers (Combined)	$188.7M	QoQ +20.91% (+$32.6M) YoY +78.68% (+$83.1M)
(cusip92206C771)✕	3.9M	QoQ +8.44% (+305.7K) YoY +62.35% (+1.5M)	All Managers (Combined)	$181.7M	QoQ +10.76% (+$17.7M) YoY +64.84% (+$71.5M)
(cusip46429B267)✕	6.1M	QoQ +7.27% (+413.9K) YoY +34.08% (+1.6M)	All Managers (Combined)	$140.3M	QoQ +7.29% (+$9.5M) YoY +35.35% (+$36.6M)
(VIGcusip921908844)	455.9K	QoQ +2.20% (+9.8K) YoY +15.72% (+61.9K)	All Managers (Combined)	$88.4M	QoQ +1.24% (+$1.1M) YoY +22.93% (+$16.5M)
(VGSHcusip92206C102)	1.3M	QoQ +6.87% (+86.6K) YoY +45.73% (+422.5K)	All Managers (Combined)	$79.0M	QoQ +7.81% (+$5.7M) YoY +47.29% (+$25.4M)
(cusip464287457)✕	918.7K	QoQ -4.87% (-47.0K) YoY -14.85% (-160.3K)	All Managers (Combined)	$76.0M	QoQ -4.00% (-$3.2M) YoY -13.86% (-$12.2M)
(DGROcusip46434V621)	1.1M	QoQ +15.05% (+146.9K) YoY +80.86% (+502.0K)	All Managers (Combined)	$69.4M	QoQ +15.87% (+$9.5M) YoY +92.45% (+$33.3M)
(VXFcusip922908652)	397.3K	QoQ +8.69% (-31.8K) YoY +56.07% (+142.8K)	All Managers (Combined)	$68.4M	QoQ -1.44% (-$1.0M) YoY +53.39% (+$23.8M)
(cusip464288638)✕	1.3M	QoQ +15.43% (+172.5K) YoY +95.73% (+631.1K)	All Managers (Combined)	$67.8M	QoQ +17.69% (+$10.2M) YoY +99.22% (+$33.8M)
(VOOGcusip921932505)	183.0K	QoQ +17.13% (+26.8K) YoY +68.47% (+74.4K)	All Managers (Combined)	$61.2M	QoQ +7.02% (+$4.0M) YoY +84.93% (+$28.1M)
(cusip464287432)✕	531.1K	QoQ +7.63% (+37.7K) YoY +2261.31% (+508.6K)	All Managers (Combined)	$48.3M	QoQ +12.19% (+$5.3M) YoY +2171.72% (+$46.2M)
Microsoft Corp(MSFTcusip594918104)	124.7K	QoQ +4.97% (-5.9K) YoY -0.52% (-664)	All Managers (Combined)	$46.8M	QoQ -6.50% (-$3.3M) YoY -11.46% (-$6.1M)
(cusip92206C409)✕	586.2K	QoQ -4.39% (-26.9K) YoY -13.96% (-95.2K)	All Managers (Combined)	$46.3M	QoQ -3.25% (-$1.6M) YoY -12.15% (-$6.4M)
(IWFcusip464287614)	128.0K	QoQ -2.77% (-3.7K) YoY -0.07% (-97)	All Managers (Combined)	$46.2M	QoQ -12.57% (-$6.7M) YoY +7.05% (-$3.0M)
(cusip464288661)✕	364.6K	QoQ -2.35% (-8.8K) YoY +16.34% (+51.2K)	All Managers (Combined)	$43.1M	QoQ -0.17% (-$74.1K) YoY +18.67% (+$6.8M)
(IEMGcusip46434G103)	772.8K	QoQ +8.08% (+57.8K) YoY +16.79% (+111.2K)	All Managers (Combined)	$41.7M	QoQ +11.70% (+$4.4M) YoY +22.15% (+$7.6M)
(cusip464287226)✕	401.0K	QoQ +5.91% (+22.4K) YoY +389.84% (+319.1K)	All Managers (Combined)	$39.7M	QoQ +8.11% (+$3.0M) YoY +394.74% (+$31.6M)
(EFAcusip464287465)	482.6K	QoQ +4.50% (+20.8K) YoY +27.44% (+103.9K)	All Managers (Combined)	$39.4M	QoQ +12.96% (+$4.5M) YoY +30.43% (+$9.2M)