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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 5, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
1,632
+97 vs. Q3 2025
Portfolio value
$4.69B
+$254.6M (+5.7%) vs. Q3 2025
Filed
Feb 5, 2026
SEC
Holdings of TD Private Client Wealth LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
WSFSWSFS Financial CorpCOM4$221<0.1%+4NewHistory
AQNAlgonquin Power & Utilities Corp.COM36$222<0.1%+36NewHistory
ABCBAmeris BancorpCOM3$223<0.1%+3NewHistory
GRFSGrifols SASP ADR REP B NVT24$224<0.1%00.0%UnchangedHistory
PBAPembina Pipeline CorpCOM6$228<0.1%+6NewHistory
NJRNew Jersey Resources CorpStock5$231<0.1%+5NewHistory
KMXCarMax IncCOM6$232<0.1%−120−95.2%ReducedHistory
Townebank Portsmouth Va89214P109COM7$234<0.1%+7New–
OSBCOld Second Bancorp IncCOM12$234<0.1%+12NewHistory
WFGWest Fraser Timber Co., LtdCOM4$245<0.1%+4NewHistory
SUISun Communities IncCOM2$248<0.1%+1+100.0%AddedHistory
UEUrban Edge PropertiesCOM13$249<0.1%+13NewHistory
FHBFirst Hawaiian, Inc.COM10$253<0.1%+10NewHistory
FCPTFour Corners Property Trust, Inc.COM11$254<0.1%+10+1,000.0%AddedHistory
AROCArchrock, Inc.COM10$260<0.1%+10NewHistory
KGSKodiak Gas Services, Inc.COM7$262<0.1%+7NewHistory
PRMBPrimo Brands CorpCLASS A COM SHS17$278<0.1%−1,744−99.0%ReducedHistory
WPPWPP plcADR13$292<0.1%+13NewHistory
CNMCore & Main, Inc.CL A6$312<0.1%+6NewHistory
FTSFortis Inc.COM6$312<0.1%+6NewHistory
GLBEGlobal-E Online Ltd.SHS8$314<0.1%+8NewHistory
LLYVALiberty Live Holdings, Inc.COM SER A4$326<0.1%00.0%UnchangedHistory
PDDPDD Holdings Inc.SPONSORED ADS3$340<0.1%00.0%UnchangedHistory
BOHBank of Hawaii CorpCOM5$342<0.1%00.0%UnchangedHistory
ICLICL Group Ltd.SHS60$345<0.1%+60NewHistory
HTZWWHertz Global Holdings, IncCommon Stock131$351<0.1%00.0%UnchangedHistory
SPBSpectrum Brands Holdings, Inc.COM6$354<0.1%00.0%UnchangedHistory
PAASPan American Silver CorpStock7$363<0.1%+7NewHistory
GRABGrab Holdings LtdCLASS A ORD73$364<0.1%−11,075−99.3%ReducedHistory
VEONVEON Ltd.SPONSORED ADS7$368<0.1%+7NewHistory
MGAMagna International IncCOM7$373<0.1%+7NewHistory
ARAntero Resources CorpCOM11$379<0.1%+4+57.1%AddedHistory
SIRISirius XM Holdings Inc.COMMON STOCK20$400<0.1%00.0%UnchangedHistory
TFIITFI International Inc.COM4$414<0.1%+4NewHistory
FNVFranco Nevada CorpStock2$415<0.1%+2NewHistory
ASNDAscendis Pharma A/SSPONSORED ADR2$426<0.1%−71−97.3%ReducedHistory
FTREFortrea Holdings Inc.COMMON STOCK25$431<0.1%−14−35.9%ReducedHistory
ARMArm Holdings PLCADR4$437<0.1%00.0%UnchangedHistory
ARWArrow Electronics, Inc.COM4$441<0.1%00.0%UnchangedHistory
WEXWEX Inc.COM3$447<0.1%00.0%UnchangedHistory
AISPAirship AI Holdings, Inc.COM157$454<0.1%00.0%UnchangedHistory
Schwab U.S. REIT ETF808524847ETF22$460<0.1%00.0%Unchanged–
NGVTIngevity CorpCOM8$473<0.1%00.0%UnchangedHistory
AEGAegon Ltd.AMER REG 1 CERT63$486<0.1%+63NewHistory
MATXMatson, Inc.COM4$494<0.1%+4NewHistory
PSNParsons CorpCOM8$494<0.1%−266−97.1%ReducedHistory
MRXMarex Group LtdORD13$499<0.1%+13NewHistory
AMKRAmkor Technology, Inc.COM13$513<0.1%00.0%UnchangedHistory
PEB.PFPebblebrook Hotel TrustPreferred27$514<0.1%00.0%UnchangedHistory
BEBloom Energy CorpCOM CL A6$521<0.1%+6NewHistory
TGSGas Transporter of the South IncSPONSORED ADS B17$529<0.1%+17NewHistory
TGNATegna IncCOM28$543<0.1%−2,558−98.9%ReducedHistory
UIUbiquiti Inc.COM1$553<0.1%+1NewHistory
CRCLCircle Internet Group, Inc.COM CL A7$555<0.1%+7NewHistory
UGIUgi CorpStock15$561<0.1%00.0%UnchangedHistory
RNRRenaissancere Holdings LtdCOM2$562<0.1%+2NewHistory
TENBTenable Holdings, Inc.COM24$565<0.1%+24NewHistory
STNStantec IncCOM6$566<0.1%+6NewHistory
CRDOCredo Technology Group Holding LtdStock4$576<0.1%+4NewHistory
RNGRingCentral, Inc.CL A20$578<0.1%00.0%UnchangedHistory
XHRXenia Hotels & Resorts, Inc.COM41$580<0.1%00.0%UnchangedHistory
GSHDGoosehead Insurance, Inc.COM CL A8$589<0.1%00.0%UnchangedHistory
WAYWaystar Holding Corp.COM18$590<0.1%+18NewHistory
CVCOCavco Industries, Inc.COM1$591<0.1%00.0%UnchangedHistory
VSHVishay Intertechnology IncCOM41$594<0.1%00.0%UnchangedHistory
WKWorkiva IncCOM CL A7$604<0.1%+7NewHistory
WWDWoodward, Inc.COM2$605<0.1%+2NewHistory
BLBlackline, Inc.COM11$608<0.1%+11NewHistory
CZRCaesars Entertainment, Inc.COM26$608<0.1%−180−87.4%ReducedHistory
TDCTeradata CorpStock20$609<0.1%00.0%UnchangedHistory
STLAStellantis N.V.SHS55$611<0.1%+55NewHistory
KBHKB HomeCOM11$621<0.1%+4+57.1%AddedHistory
CRSCarpenter Technology CorpCOM2$630<0.1%+2NewHistory
ASANAsana, Inc.CL A46$631<0.1%00.0%UnchangedHistory
YORWYork Water CoCOM20$637<0.1%00.0%UnchangedHistory
SHAKShake Shack Inc.CL A8$649<0.1%00.0%UnchangedHistory
UPWKUpwork, IncCOM33$654<0.1%00.0%UnchangedHistory
FRSHFreshworks Inc.Stock54$662<0.1%+54NewHistory
RTORentokil Initial PLCSPONSORED ADR23$664<0.1%+22+2,200.0%AddedHistory
CRBGCorebridge Financial, Inc.COM22$664<0.1%+22NewHistory
MODModine Manufacturing CoCOM5$668<0.1%+5NewHistory
SAILSailPoint, Inc.COM33$668<0.1%+33NewHistory
EOLSEvolus, Inc.COM101$672<0.1%+101NewHistory
DXCDXC Technology CoStock46$674<0.1%00.0%UnchangedHistory
PLMRPalomar Holdings, Inc.Stock5$674<0.1%00.0%UnchangedHistory
SKYChampion Homes, Inc.Stock8$676<0.1%00.0%UnchangedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A13$680<0.1%+13NewHistory
AVPTAvePoint, Inc.COM CL A49$681<0.1%+49NewHistory
VCELVericel CorpCOM19$684<0.1%00.0%UnchangedHistory
INTAIntapp, Inc.COM15$687<0.1%+15NewHistory
APLDApplied Digital Corp.COM NEW28$687<0.1%00.0%UnchangedHistory
RAREUltragenyx Pharmaceutical Inc.COM30$690<0.1%00.0%UnchangedHistory
ALTAltimmune, Inc.COM NEW193$697<0.1%+193NewHistory
MCHPPMicrochip Technology IncDEP SHS REPSTG12$699<0.1%+3+33.3%AddedHistory
MGPIMGP Ingredients IncCOM29$705<0.1%+29NewHistory
SPSCSPS Commerce IncCOM8$713<0.1%+8NewHistory
QTWOQ2 Holdings, Inc.COM10$722<0.1%+10NewHistory
CWANClearwater Analytics Holdings, Inc.CL A30$724<0.1%+30NewHistory
VISNVistance Networks, Inc.COM40$725<0.1%00.0%UnchangedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF16$726<0.1%00.0%UnchangedConverted for a 2-for-1 split–

Sold out since Q3 2025 (103)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 103 by value last quarter.

Positions of TD Private Client Wealth LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
ULUnilever PLCSPON ADR NEW9,197$545.2K<0.1%History
SKMSK Telecom Co LtdSPONSORED ADR14,612$315.6K<0.1%History
Global X FDS37954Y483NASDAQ 100 COVER9,323$158.6K<0.1%–
INFYInfosys LtdSPONSORED ADR7,266$118.2K<0.1%History
AVTRAvantor, Inc.COM7,985$99.7K<0.1%History
SRADSportradar Group AGCLASS A ORD SHS3,374$90.8K<0.1%History
KKellanovaStock560$45.9K<0.1%History
AVTAvnet IncCOM602$31.5K<0.1%History
IPGInterpublic Group of Companies, Inc.COM1,126$31.4K<0.1%History
SPDR Series Trust78464A516ST INTL BBG ETF1,204$27.7K<0.1%–
ODDOddity Tech LtdSHS CL A250$15.6K<0.1%History
TMETencent Music Entertainment GroupSPON ADS602$14.1K<0.1%History
FVRRFiverr International Ltd.ORD SHS532$13.0K<0.1%History
ATATAtour Lifestyle Holdings LtdSPONSORED ADS343$12.9K<0.1%History
ASHAshland Inc.COM243$11.6K<0.1%History
MKTXMarketaxess Holdings IncCOM44$7.67K<0.1%History
ENPHEnphase Energy, Inc.Stock181$6.41K<0.1%History
BLDRBuilders FirstSource, Inc.Stock45$5.46K<0.1%History
PNNTPennantpark Investment CorpCOM698$4.68K<0.1%History
OXLCOxford Lane Capital Corp.COM264$4.47K<0.1%History
CIVICivitas Resources, Inc.EQUITY US CM121$3.93K<0.1%History
STSensata Technologies Holding plcSHS118$3.60K<0.1%History
BURLBurlington Stores, Inc.COM14$3.56K<0.1%History
SMASmartStop Self Storage REIT, Inc.COMMON STOCK91$3.42K<0.1%History
PRGOPERRIGO Co plcSHS121$2.69K<0.1%History
iShares Inc464286806MSCI GERMANY ETF57$2.37K<0.1%–
CMBTCmb.tech NVSHS250$2.35K<0.1%History
NOGNorthern Oil & Gas, Inc.COM72$1.79K<0.1%History
KNFKnife River CorpStock23$1.77K<0.1%History
SRDXSurmodics IncCOM59$1.76K<0.1%History
IRDMIridium Communications Inc.COM100$1.75K<0.1%History
RXRXRecursion Pharmaceuticals, Inc.CL A350$1.71K<0.1%History
AIC3.ai, Inc.Stock95$1.65K<0.1%History
DUOLDuolingo, Inc.CL A COM5$1.61K<0.1%History
BYNDBeyond Meat, Inc.COM778$1.47K<0.1%History
RHRHCOM7$1.42K<0.1%History
WSCWillScot Holdings CorpCOM CL A63$1.33K<0.1%History
STRKStrategy IncSERIES A PERP PF14$1.28K<0.1%History
AWRAmerican States Water CoCOM17$1.25K<0.1%History
MSEXMiddlesex Water CoCOM23$1.25K<0.1%History
CBTCabot CorpCOM15$1.14K<0.1%History
SABRSabre CorpCOM602$1.10K<0.1%History
RHIRobert Half Inc.COM32$1.09K<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A28$1.08K<0.1%History
FCFranklin Covey CoCOM49$951<0.1%History
USLMUnited States Lime & Minerals IncCOM7$921<0.1%History
UPSTUpstart Holdings, Inc.COM18$914<0.1%History
MEDMedifast IncCOM66$902<0.1%History
PCHPotlatchdeltic CorpCOM22$897<0.1%History
ICLRIcon PLCCOM5$875<0.1%History
SDGRSchrodinger, Inc.COM43$863<0.1%History
Chart Inds Inc16115Q4076.75DP CNV PFD B12$853<0.1%–
SNSharkNinja, Inc.COM SHS8$825<0.1%History
TRUPTrupanion, Inc.COM19$822<0.1%History
HNSTHonest Company, Inc.COM221$813<0.1%History
BEAMBeam Therapeutics Inc.COM33$801<0.1%History
PCTYPaylocity Holding CorpCOM5$796<0.1%History
TDOCTeladoc Health, Inc.COM103$796<0.1%History
EEFTEuronet Worldwide, Inc.COM9$790<0.1%History
JBLUJetBlue Airways CorpCOM159$782<0.1%History
PWPPerella Weinberg PartnersCLASS A COM36$768<0.1%History
ACVAACV Auctions Inc.COM CL A74$733<0.1%History
SNBRQSleep Number CorpCOM103$723<0.1%History
LZLegalzoom.com, Inc.COM68$706<0.1%History
AIVApartment Investment & Management CoCL A88$698<0.1%History
CWTCalifornia Water Service GroupCOM15$688<0.1%History
ASPNAspen Aerogels IncCOM98$682<0.1%History
COTYCoty Inc.COM CL A165$667<0.1%History
ACHAccendra Health IncStock138$662<0.1%History
JOBYJoby Aviation, Inc.COMMON STOCK40$646<0.1%History
CORZCore Scientific, Inc.COM36$646<0.1%History
WisdomTree Tr97717W851JAPN HEDGE EQT5$640<0.1%–
WTWisdomTree, Inc.COM46$639<0.1%History
CWCOConsolidated Water Co. Ltd.ORD18$635<0.1%History
PHRPhreesia, Inc.COM27$635<0.1%History
LUNRIntuitive Machines, Inc.CLASS A COM60$631<0.1%History
BHVNBiohaven Ltd.COM42$630<0.1%History
SOUNSoundhound AI, Inc.CLASS A COM39$627<0.1%History
CRAICra International, Inc.COM3$626<0.1%History
PLPlanet Labs PBCCOM CL A48$623<0.1%History
AMCAMC Entertainment Holdings, Inc.CL A NEW214$621<0.1%History
MARAMARA Holdings, Inc.COM34$621<0.1%History
INODInnodata IncCOM NEW8$617<0.1%History
PEBPebblebrook Hotel TrustCOM54$615<0.1%History
SRTAStrata Critical Medical, Inc.CL A COM121$612<0.1%History
CLSKCleanspark, Inc.COM NEW42$609<0.1%History
LOVELovesac CoCOM36$609<0.1%History
OSCROscar Health, Inc.CL A32$606<0.1%History
TNETTrinet Group, Inc.COM9$602<0.1%History
ASOAcademy Sports & Outdoors, Inc.COM12$600<0.1%History
RIOTRiot Platforms, Inc.COM31$590<0.1%History
IPARInterparfums IncCOM6$590<0.1%History
DOCSDoximity, Inc.CL A8$585<0.1%History
ZETAZeta Global Holdings Corp.CL A29$576<0.1%History
SIGSignet Jewelers LtdSHS6$576<0.1%History
LBRDKLiberty Broadband CorpCOM SER C9$572<0.1%History
HIMSHims & Hers Health, Inc.Stock10$567<0.1%History
OKLOOklo Inc.COM CL A5$558<0.1%History
BNTXBioNTech SESPONSORED ADS3$296<0.1%History
ACIAlbertsons Companies, Inc.COMMON STOCK16$280<0.1%History