Td Private Client Wealth LLC
Annual return
—
SPY
—
Alpha
—
Invested
$9.6B
Holdings
1,648
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 4.92M shares)
8.3%
02
$IEFA
ISHARES TR
Q1 2026: Exited (was 3.13M shares)
6.4%
03
$VMBS
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 4.96M shares)
5.2%
04
$SPY
SPDR S&P 500 ETF TR
Q1 2026: Exited (was 308.6k shares)
4.1%
05
$GOVT
ISHARES TR
Q1 2026: Exited (was 7.47M shares)
3.9%
06
$DGRO
ISHARES TR
Q1 2026: Exited (was 1.72M shares)
2.7%
07
$IGIB
ISHARES TR
Q1 2026: Exited (was 2.07M shares)
2.6%
08
$VGSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 1.79M shares)
2.5%
09
$VXF
VANGUARD INDEX FDS
Q1 2026: Exited (was 517.4k shares)
2.5%
10
$VOOG
VANGUARD ADMIRAL FDS INC
Q1 2026: Exited (was 256.6k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 06:16 UTC.