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% |
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.