AiSiWhale

AI & tech investing

TD PRIVATE CLIENT WEALTH LLC

CIK 1551017

13F filing for Q2 2026・No. 859

Holdings
US$5.44B
Quarter change
+US$619.9M
Entries
1,698
Net bought (estimate)
+US$188.95M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 138
  • Sold out 89
  • Cut 563
  • Added 713
  • Corporate actions 6
  • Unchanged 282

Largest holdings

1,696 stocks worth US$5.44B, options and bonds left out.

StockThis quarterValueWeight
SPDR SER TR STATE STR SPDR PORT S&P 500 ETFEXCHANGE TRADED FUNDAddedUS$484.12M8.90%
ISHARES TR CORE MSCI EAFE ETFEXCHANGE TRADED FUNDAddedUS$357.91M6.58%
VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETFEXCHANGE TRADED FUNDAddedUS$266.52M4.90%
SPYSTATE STR SPDR S&P 500 ETF TR TR UNITEXCHANGE TRADED FUNDCutUS$217.79M4.00%
ISHARES TR U S TREAS BD ETFEXCHANGE TRADED FUNDAddedUS$201.91M3.71%
VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETFEXCHANGE TRADED FUNDAddedUS$155.67M2.86%
ISHARES TR CORE DIVID GROWTH ETFEXCHANGE TRADED FUNDAddedUS$154.32M2.84%
ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETFEXCHANGE TRADED FUNDAddedUS$153.31M2.82%
VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHSEXCHANGE TRADED FUNDAddedSplit 6:1US$141.7M2.60%
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FDEXCHANGE TRADED FUNDAddedUS$128.07M2.35%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.