TD Capital Management LLC

Q3 2025 13F Holdings

  • Location
    memphis, TN
  • Num holdings

    691

  • Value ($000)

    $1,110,414

  • Date Filed
    11/24/2025
  • Form type
    13F-HR
  • CIK
    0001483824
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
$199.03 M
18 %

1,366,477

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$83.47 M
8 %

254,336

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
$55.63 M
5 %

704,930

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$52.88 M
5 %

79,005

LDUR
LDUR

PIMCO ETF TR

ENHNCD LW DUR AC
$41.13 M
4 %

427,796

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$40.70 M
4 %

188,593

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$39.05 M
4 %

200,796

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$37.62 M
3 %

505,906

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$37.20 M
3 %

77,557

MINT
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
$29.20 M
3 %

290,038

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