Universe · entity
TD PRIVATE CLIENT WEALTH LLC
Institutional manager (13F) · CIK 1551017
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $399M | 5,218,730 |
| 2 | ISHARES TR | $307M | 3,394,321 |
| 3 | VANGUARD SCOTTSDALE FDS | $248M | 5,289,178 |
| 4 | SPDR S&P 500 ETF TR | $198M | 303,803 |
| 5 | ISHARES TR | $187M | 8,169,778 |
| 6 | ISHARES TR | $131M | 1,870,534 |
| 7 | ISHARES TR | $125M | 2,356,271 |
| 8 | VANGUARD SCOTTSDALE FDS | $121M | 2,070,258 |
| 9 | VANGUARD INDEX FDS | $120M | 583,386 |
| 10 | VANGUARD ADMIRAL FDS INC | $109M | 266,977 |
| 11 | VANGUARD SPECIALIZED FUNDS | $101M | 467,630 |
| 12 | ISHARES INC | $74M | 1,060,953 |
| 13 | ISHARES TR | $69M | 831,189 |
| 14 | ISHARES TR | $64M | 738,417 |
| 15 | ISHARES TR | $56M | 581,266 |
| 16 | VANGUARD SCOTTSDALE FDS | $55M | 694,996 |
| 17 | ISHARES TR | $52M | 987,732 |
| 18 | NVIDIA CORPORATION | $50M | 287,014 |
| 19 | ISHARES TR | $49M | 494,966 |
| 20 | ISHARES TR | $49M | 410,840 |
| 21 | ISHARES TR | $47M | 72,567 |
| 22 | VANGUARD INDEX FDS | $46M | 77,408 |
| 23 | MICROSOFT CORP | $44M | 118,075 |
| 24 | ISHARES TR | $43M | 100,267 |
| 25 | INVESCO QQQ TR | $42M | 72,338 |
| 26 | APPLE INC | $41M | 162,789 |
| 27 | VANGUARD INDEX FDS | $36M | 184,861 |
| 28 | VANGUARD SCOTTSDALE FDS | $32M | 290,288 |
| 29 | INVESCO EXCH TRADED FD TR II | $32M | 283,971 |
| 30 | AMAZON COM INC | $31M | 150,797 |
| 31 | VANGUARD INDEX FDS | $30M | 105,782 |
| 32 | VANGUARD INDEX FDS | $30M | 67,546 |
| 33 | VANGUARD SCOTTSDALE FDS | $28M | 339,843 |
| 34 | ISHARES TR | $27M | 364,701 |
| 35 | SCHWAB STRATEGIC TR | $27M | 910,065 |
| 36 | ALPHABET INC | $26M | 91,125 |
| 37 | ISHARES TR | $25M | 225,227 |
| 38 | ISHARES TR | $24M | 96,944 |
| 39 | ISHARES TR | $23M | 214,063 |
| 40 | SCHWAB STRATEGIC TR | $23M | 739,850 |
| 41 | ISHARES TR | $22M | 330,663 |
| 42 | JPMORGAN CHASE & CO. | $22M | 74,494 |
| 43 | PIMCO ETF TR | $21M | 227,398 |
| 44 | BROADCOM INC | $20M | 65,718 |
| 45 | ISHARES TR | $20M | 473,908 |
| 46 | ISHARES TR | $19M | 90,809 |
| 47 | CHEVRON CORP NEW | $19M | 92,800 |
| 48 | META PLATFORMS INC | $19M | 33,435 |
| 49 | ISHARES TR | $18M | 50,724 |
| 50 | SPDR GOLD TR | $18M | 41,190 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.