CIK 1551017
TD PRIVATE CLIENT WEALTH LLC
Institutional 13F holdings & portfolio
Holdings
1,632
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 1,632
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWB | ISHARES TR RUSSELL 1000 ETF | 40K | $1M+ | SH |
| VB | VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF | 57K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 90K | $1M+ | SH |
| SUB | ISHARES TR SHORT-TERM NATL MUN BD ETF FD | 132K | $1M+ | SH |
| IJR | ISHARES TR CORE S&P SMALL-CAP ETF | 117K | $1M+ | SH |
| HYLB | DBX ETF TR X TRACKERS USD HIGH YIELD CORP BF ETF | 377K | $1M+ | SH |
| IEF | ISHARES TR 7-10 YR TREAS BD ETF | 137K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 80K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF | 156K | $1M+ | SH |
| MA | MASTERCARD INC CL A | 21K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF | 168K | $1M+ | SH |
| SDY | SPDR SER TR STATE STREET SPDR S&P DIVID ETF | 83K | $1M+ | SH |
| SHM | SPDR SER TR STATE STREET SPDR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF | 238K | $1M+ | SH |
| TFI | SPDR SER TR STATE STREET SPDR NUVEEN BLOOMBERG MUN BD ETF | 246K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF | 152K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 54K | $1M+ | SH |
| PLD | PROLOGIS INC COM | 87K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 35K | $1M+ | SH |
| IUSV | ISHARES TR CORE S&P U S VALUE ETF | 105K | $1M+ | SH |
| MDT | MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 | 108K | $1M+ | SH |
| WFC | WELLS FARGO & CO NEW COM | 111K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC COM | 83K | $1M+ | SH |
| VGT | VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | 14K | $1M+ | SH |
| IUSG | ISHARES TR CORE S&P U S GROWTH ETF | 57K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD INDEX FD ETF CL | 139K | $1M+ | SH |
| DVY | ISHARES TR SELECT DIVID ETF FD | 64K | $1M+ | SH |
| CVS | CVS HEALTH CORP COM | 111K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 | 29K | $1M+ | SH |
| BAC | BANK AMER CORP COM | 157K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS | 93K | $1M+ | SH |
| MUB | ISHARES TR NATL MUN BD ETF FD | 78K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF | 165K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 16K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 105K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 65K | $1M+ | SH |
| APH | AMPHENOL CORP NEW CL A | 56K | $1M+ | SH |
| RTX | RTX CORP COM | 41K | $1M+ | SH |
| AMGN | AMGEN INC COM | 23K | $1M+ | SH |
| DEM | WISDOMTREE TR EMERGING MKTS HIGH DIVID FD | 160K | $1M+ | SH |
| USB | US BANCORP DEL COM NEW | 133K | $1M+ | SH |
| EFV | ISHARES TR MSCI EAFE VALUE ETF | 99K | $1M+ | SH |
| TSLA | TESLA INC COM | 15K | $1M+ | SH |
| CMI | CUMMINS INC COM | 14K | $1M+ | SH |
| WMT | WALMART INC COM | 61K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 59K | $1M+ | SH |
| IWP | ISHARES TR RUSSELL MID-CAP GROWTH ETF | 49K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 20K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC COM | 82K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072 | 114K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR STATE STREET FINL SELECT SECTOR SPDR ETF | 116K | $1M+ | SH |