TD Private Client Wealth
TD Private Client Wealth reported 1,784 stocks worth $5.5B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SPYM (9.4%), IEFA (6.9%) and VMBS (4.8%). Compared with Q2 2026, the fund added to SPYM, IEFA and VMBS, trimmed SPY, VIG and SHY and sold out of QQQ, RTX and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $522M | 9.4% | 5.8M | +308K (+6%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $384M | 6.9% | 4M | +257K (+7%) | 8 of 8 | |
| 3 |  VMBS Vanguard Scottsdale Fds | $266M | 4.8% | 6M | +298K (+5%) | 8 of 8 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $215M | 3.9% | 282K | −9,687 (−3%) | 8 of 8 | |
| 5 |  GOVT Ishares US Treasury Bond | $205M | 3.7% | 9.4M | +522K (+6%) | 8 of 8 | |
| 6 |  IGIB Ishares TR | $164M | 3.0% | 3.3M | +368K (+13%) | 8 of 8 | |
| 7 |  DGRO Ishares TR | $163M | 3.0% | 2.2M | +132K (+6%) | 8 of 8 | |
| 8 |  VXF Vanguard Index Fds | $158M | 2.9% | 682K | +50K (+8%) | 8 of 8 | |
| 9 |  VOOG Vanguard Admiral Fds Inc | $156M | 2.8% | 1.8M | +114K (+7%) | 8 of 8 | |
| 10 |  VGSH Vanguard Scottsdale Fds | $133M | 2.4% | 2.3M | +113K (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 QQQ Invesco Qqq TR | $51M | 69K |
 RTX Rtx Corp | $5.8M | 31K |
 XOM Exxon Mobil Corp | $4.8M | 35K |
 BKF Ishares Msci Bic ETF | $2.4M | 62K |
 TRV Travelers Cos Inc | $2.4M | 7,130 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →TD Private Client Wealth 13F FAQ
What does TD Private Client Wealth own?
TD Private Client Wealth reported 1,784 stocks worth $5.5B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SPYM (9.4%), IEFA (6.9%) and VMBS (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did TD Private Client Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 170 new positions, 620 added to, 634 trimmed and 100 sold out. It sold all of QQQ, RTX and XOM.
When will TD Private Client Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is TD Private Client Wealth's portfolio worth?
The Q3 2026 filing reports $5.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.