TD Private Client Wealth Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$24.4M |
| 2 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$24.1M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$20M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$16.3M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$16.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$14.2M |
| 2 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$6.63M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$6.4M |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$5.27M |
| 5 |
Johnson & Johnson
JNJ
|
+$5.05M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 75.46% |
| 2 | Technology | 5.99% |
| 3 | Financials | 3.62% |
| 4 | Healthcare | 2.76% |
| 5 | Industrials | 2.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
EXEEL
1751
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
| – | – |
-9
| Closed | -$897 | – |
|
1752
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.13B
| – | – |
-19
| Closed | -$958 | – |
|
1753
Beta Bionics
BBNX
$934M
| – | – |
-66
| Closed | -$2.01K | – |
|
1754
SailPoint Inc
SAIL
$11.3B
| – | – |
-33
| Closed | -$668 | – |
|
1755
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$822M
| – | – |
-1
| Closed | -$37 | – |
|
1756
Alliance Laundry Holdings
ALH
$4.16B
| – | – |
-7
| Closed | -$142 | – |
|
Similar funds
TD Private Client Wealth's Q1 2026 Portfolio in Review
As of Q1 2026, TD Private Client Wealth held 1,756 positions worth $4.82B, up 2.7% from $4.69B the previous quarter. Its ten largest holdings account for 40% of the portfolio.
TD Private Client Wealth deployed $215M of net new capital in Q1 2026, opening 124 new positions and adding to 673 existing holdings. Its largest new stake was VanEck Uranium + Nuclear Energy ETF: 44,744 shares worth $5.96M.
By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, up from 74% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was iShares Russell 1000 Value ETF, an estimated $14.2M trimmed.
- TD Private Client Wealth's largest Q1 2026 buy was VanEck Uranium + Nuclear Energy ETF: 44,744 shares worth $5.96M.
- TD Private Client Wealth added most to iShares Core MSCI EAFE ETF in Q1 2026, an estimated $24.4M increase.
- TD Private Client Wealth's biggest Q1 2026 reduction was iShares Russell 1000 Value ETF, cutting an estimated $14.2M.
- TD Private Client Wealth fully exited Invesco Water Resources ETF in Q1 2026, selling an estimated $665K.
- TD Private Client Wealth's ten largest holdings make up 40% of its $4.82B portfolio in Q1 2026.
- TD Private Client Wealth opened 124 new positions and closed 107 in Q1 2026.
- TD Private Client Wealth's portfolio value rose 2.7% quarter-over-quarter to $4.82B.
Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.