13F filer

TD Private Client Wealth

As of Sep 30, 2026 Filed Oct 28, 2026 CIK 1551017 SEC filings ↗

13F Value

$5.55B

Positions

1,784

Top Position

SPYM9.4%

Top 5

28.7%

Latest filing changes

vs Jun 30, 2026

1 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +5.6%+$27.7M

2 IEFA iShares Core MSCI EAFE ETF +6.9%+$24.9M

3 MUB iShares National Muni Bond ETF +348.5%+$22.5M

4 AGG iShares Core U.S. Aggregate Bond ETF +41.3%+$20.1M

5 IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF +12.8%+$18.5M

Holdings1,784

#
1	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	9.4%	$522.1M	+5.6%	5.82M	8.9%	ETF
2	IEFA iShares Core MSCI EAFE ETF	6.9%	$383.9M	+6.9%	3.96M	6.6%	ETF
3	VMBS Vanguard Mortgage-Backed Securities Index Fund — ETF Shares	4.8%	$266.1M	+5.2%	5.99M	4.9%	ETF
4	SPY State Str SPDR S&P 500 ETF T — Tr Unit	3.9%	$215.0M	-3.3%	282.0K	4.0%	ETF
5	GOVT iShares U.S. Treasury Bond ETF	3.7%	$205.3M	+5.9%	9.39M	3.7%	ETF
6	IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	2.9%	$163.7M	+12.8%	3.25M	2.8%	ETF
7	DGRO iShares Core Dividend Growth ETF	2.9%	$163.5M	+6.5%	2.17M	2.8%	ETF
8	VXF Vanguard Extended Market Index Fund — ETF Shares	2.8%	$157.9M	+7.8%	681.8K	2.9%	ETF
9	VOOG Vanguard S&P 500 Growth Index Fund — ETF Shares	2.8%	$156.4M	+6.6%	1.83M	2.6%	ETF
10	VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares	2.4%	$133.2M	+5.1%	2.31M	2.4%	ETF
11	IEMG iShares Core MSCI Emerging Markets ETF	1.9%	$108.1M	+10.9%	1.33M	1.8%	ETF
12	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	1.8%	$100.9M	-2.9%	432.5K	1.9%	ETF
13	AGG iShares Core U.S. Aggregate Bond ETF	1.2%	$68.7M	+41.3%	726.2K	0.9%	ETF
14	TLT iShares 20+ Year Treasury Bond ETF	1.2%	$66.5M	+5.1%	854.8K	1.3%	ETF
15	SHY iShares 1-3 Year Treasury Bond ETF	1.2%	$65.2M	-1.8%	803.5K	1.2%	ETF
16	EFA iShares MSCI EAFE ETF	1.2%	$64.4M	+1.4%	619.7K	1.2%	ETF
17	NVDA NVIDIA	1.2%	$64.3M	-0.1%	281.7K	1.0%	Common Stock
18	MSFT Microsoft	1.1%	$59.2M	+7.6%	115.4K	0.7%	Common Stock
19	IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	1.1%	$58.7M	+8.5%	1.15M	1.0%	ETF
20	IVV iShares Core S&P 500 ETF	1.1%	$58.3M	+4.3%	76.2K	1.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing97

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.