TD PRIVATE CLIENT WEALTH LLC

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    1,404

  • Value ($000)

    $4,070,753

  • Date Filed
    07/15/2025
  • Form type
    13F-HR
  • CIK
    0001551017
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR PORTFOLIO S&P 500 ETF

EXCHANGE TRADED FUND
78464A854
$313.46 M
8 %

4,312,251

IEFA
IEFA

ISHARES TR CORE MSCI EAFE ETF

EXCHANGE TRADED FUND
46432F842
$221.17 M
5 %

2,649,344

SPY
SPY

SPDR S&P 500 ETF TR TR UNIT

EXCHANGE TRADED FUND
78462F103
$212.97 M
5 %

344,699

---

VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF

EXCHANGE TRADED FUND
92206C771
$191.91 M
5 %

4,141,363

GOVT
GOVT

ISHARES TR U S TREAS BD ETF

EXCHANGE TRADED FUND
46429B267
$146.84 M
4 %

6,389,947

VIG
VIG

VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS

EXCHANGE TRADED FUND
921908844
$94.56 M
2 %

461,990

DGRO
DGRO

ISHARES TR CORE DIVID GROWTH ETF

EXCHANGE TRADED FUND
46434V621
$83.54 M
2 %

1,306,563

VGSH
VGSH

VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD

EXCHANGE TRADED FUND
92206C102
$83.04 M
2 %

1,412,670

VOOG
VOOG

VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS

EXCHANGE TRADED FUND
921932505
$81.72 M
2 %

206,087

VXF
VXF

VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF

EXCHANGE TRADED FUND
922908652
$81.00 M
2 %

420,323

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