TD PRIVATE CLIENT WEALTH LLC - Portfolio overview
TD PRIVATE CLIENT WEALTH LLC has 1785 reported holdings in this dataset, with the latest filing dated 2026-04-27.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- SPYM - SPDR SERIES TRUST, 7.71%
- SPLG - SPDR SER TR PORTFOLIO S&P 500 ETF, 6.88%
- IEFA - ISHARES TR, 5.93%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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