TD Capital Management LLC - Portfolio overview

TD Capital Management LLC has 926 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 17.15%
2. VTI - VANGUARD INDEX FDS, 7.43%
3. BSV - VANGUARD BD INDEX FDS, 4.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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