TD Private Client Wealth Portfolio holdings
TD Private Client Wealth is the US managed-account business of Toronto-Dominion Bank, owned through the bank's American arm, TD Bank, N.A. It also takes clients referred by advisors at TD Waterhouse Canada, a Canadian affiliate of TD Bank, including Canadians who move to the United States. Epoch Investment Partners, an affiliate, supplies model portfolios for its managed accounts, and uses the TD Asset Management brand for some strategies. Private Client Group clients get a dedicated relationship manager and advisor, plus TD Bank's banking, lending and trust services.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$27.6M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$25.3M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$23.3M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$20.6M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$19.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$51M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$7.36M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$6.04M |
| 4 |
RTX Corp
RTX
|
+$5.84M |
| 5 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$4.33M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 77.89% |
| 2 | Technology | 6.56% |
| 3 | Financials | 3.08% |
| 4 | Healthcare | 2.48% |
| 5 | Industrials | 1.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1701
New Jersey Resources
NJR
$5.64B
| $253 | ﹤0.01% |
5
-22
| -81% | -$1.22K |
2025 Q4
3 quarters
|
|
1702
Lumen Technologies, Inc. Common Stock
LUMN
$4.22B
| $252 | ﹤0.01% |
45
| – | – |
2025 Q3
4 quarters
|
|
1703
TriNet
TNET
$3.02B
| $250 | ﹤0.01% |
4
| – | – |
2026 Q1
2 quarters
|
|
1704
Diamondrock Hospitality Co
DRH
$2.95B
| $247 | ﹤0.01% |
20
| – | – |
2025 Q4
3 quarters
|
|
1705
TTM Technologies
TTMI
$7.81B
| $246 | ﹤0.01% |
2
-7
| -78% | -$899 |
2025 Q4
3 quarters
|
|
1706
GlobalFoundries
GFS
$23.1B
| $240 | ﹤0.01% |
+5
| New | +$260 |
2026 Q3
0 quarters
|
|
1707
Four Corners Property Trust
FCPT
$2.56B
| $239 | ﹤0.01% |
11
| – | – |
2019 Q4
27 quarters
|
|
1708
Gerdau
GGB
$8.63B
| $236 | ﹤0.01% |
50
-3,085
| -98% | -$14.6K |
2026 Q2
1 quarter
|
|
1709
Pinduoduo
PDD
$112B
| $234 | ﹤0.01% |
3
| – | – |
2025 Q1
6 quarters
|
|
1710
Atlanta Braves Holdings Series A
BATRA
$3.65B
| $232 | ﹤0.01% |
4
| – | – |
2025 Q4
3 quarters
|
|
1711
Shore Bancshares
SHBI
$755M
| $224 | ﹤0.01% |
10
| – | – |
2025 Q4
3 quarters
|
|
1712
Silicon Laboratories
SLAB
$7.39B
| $222 | ﹤0.01% |
+1
| New | +$219 |
2026 Q3
0 quarters
|
|
1713
CarMax
KMX
$7.55B
| $220 | ﹤0.01% |
4
| – | – |
2019 Q4
27 quarters
|
|
1714
Gladstone Commercial Corp
GOOD
$484M
| $215 | ﹤0.01% |
17
| – | – |
2025 Q4
3 quarters
|
|
1715
Heartland Express
HTLD
$806M
| $197 | ﹤0.01% |
17
| – | – |
2025 Q4
3 quarters
|
|
1716
Laureate Education
LAUR
$4.76B
| $191 | ﹤0.01% |
5
| – | – |
2025 Q4
3 quarters
|
|
1717
Modine Manufacturing
MOD
$7.22B
| $187 | ﹤0.01% |
1
| – | – |
2025 Q4
3 quarters
|
|
1718
DXC Technology
DXC
$2.29B
| $184 | ﹤0.01% |
17
| – | – |
2019 Q4
27 quarters
|
|
1719
Artisan Partners
APAM
$2.73B
| $181 | ﹤0.01% |
5
| – | – |
2026 Q1
2 quarters
|
|
1720
Guardant Health
GH
$20.5B
| $178 | ﹤0.01% |
+1
| New | +$163 |
2026 Q3
0 quarters
|
|
1721
Invesco S&P 500 Quality ETF
SPHQ
$18.8B
| $168 | ﹤0.01% |
+2
| New | +$171 |
2026 Q3
0 quarters
|
|
1722
Limoneira
LMNR
$186M
| $167 | ﹤0.01% |
+14
| New | +$188 |
2026 Q3
0 quarters
|
|
1723
Selective Insurance
SIGI
$6.12B
| $167 | ﹤0.01% |
2
| – | – |
2025 Q4
3 quarters
|
|
1724
Yeti Holdings
YETI
$2.87B
| $164 | ﹤0.01% |
4
| – | – |
2026 Q1
2 quarters
|
|
1725
Circle Internet Group
CRCL
$16B
| $164 | ﹤0.01% |
2
-6
| -75% | -$463 |
2025 Q4
3 quarters
|
|
Similar funds
TD Private Client Wealth's Q3 2026 Portfolio in Review
As of Q3 2026, TD Private Client Wealth held 1,862 positions worth $5.55B, up 2% from $5.44B the previous quarter. Its ten largest holdings account for 43% of the portfolio.
TD Private Client Wealth's Q3 2026 filing shows 165 new, 622 increased, 645 reduced and 95 closed positions. Its largest new stake was Vanguard ESG US Stock ETF: 13,593 shares worth $1.84M. The largest sale was Invesco QQQ Trust, an estimated $51M.
By sector, the portfolio is most concentrated in Miscellaneous at 78% of assets, up from 77% a quarter earlier, followed by Technology and Financials.
- TD Private Client Wealth's largest Q3 2026 buy was Vanguard ESG US Stock ETF: 13,593 shares worth $1.84M.
- TD Private Client Wealth added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2026, an estimated $27.6M increase.
- TD Private Client Wealth's biggest Q3 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $7.36M.
- TD Private Client Wealth fully exited Invesco QQQ Trust in Q3 2026, selling an estimated $51M.
- TD Private Client Wealth's ten largest holdings make up 43% of its $5.55B portfolio in Q3 2026.
- TD Private Client Wealth opened 165 new positions and closed 95 in Q3 2026.
- TD Private Client Wealth's portfolio value rose 2% quarter-over-quarter to $5.55B.
Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.