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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
WLDNWilldan Group, Inc.COM7$726<0.1%00.0%UnchangedHistory
ABSIAbsci CorpCOM208$726<0.1%00.0%UnchangedHistory
ASIXAdvanSix Inc.COM42$727<0.1%00.0%UnchangedHistory
CAECae IncCOM24$730<0.1%+24NewHistory
KFRCKforce IncCOM24$742<0.1%+24NewHistory
COCOVita Coco Company, Inc.COM14$742<0.1%00.0%UnchangedHistory
XRNChiron Real Estate Inc.COM NEW22$742<0.1%+10+83.3%AddedHistory
SNCYSun Country Airlines Holdings, LLCCOM52$748<0.1%00.0%UnchangedHistory
TLNTalen Energy CorpCOM2$750<0.1%+2NewHistory
BRZEBraze, Inc.Stock22$754<0.1%+22NewHistory
NTLAIntellia Therapeutics, Inc.COM84$755<0.1%−42−33.3%ReducedHistory
DVDoubleVerify Holdings, Inc.COM66$755<0.1%+66NewHistory
IDAIdacorp IncCOM6$759<0.1%00.0%UnchangedHistory
ELFe.l.f. Beauty, Inc.COM10$760<0.1%−23−69.7%ReducedHistory
RBRKRubrik, Inc.Stock10$765<0.1%+10NewHistory
STMSTMicroelectronics N.V.NY REGISTRY30$778<0.1%−18,825−99.8%ReducedHistory
DBXDropbox, Inc.CL A28$778<0.1%+28NewHistory
LMNDLemonade, Inc.Stock11$783<0.1%00.0%UnchangedHistory
SGSweetgreen, Inc.COM CL A116$784<0.1%+66+132.0%AddedHistory
LKFTLakefront Biotherapeutics NVSPON ADR24$785<0.1%00.0%UnchangedHistory
CDNACareDx, Inc.COM42$791<0.1%00.0%UnchangedHistory
COMPCompass, Inc.CL A75$793<0.1%00.0%UnchangedHistory
PRKSUnited Parks & Resorts Inc.COM22$799<0.1%00.0%UnchangedHistory
HUBSHubSpot IncCOM2$803<0.1%−6−75.0%ReducedHistory
BOXBox IncCL A27$808<0.1%+27NewHistory
VRNSVaronis Systems IncCOM25$820<0.1%+11+78.6%AddedHistory
RBARB Global Inc.COM8$823<0.1%+8NewHistory
SPTSprout Social, Inc.COM CL A73$823<0.1%+73NewHistory
GIBCgi IncCL A9$833<0.1%+9NewHistory
KTOSKratos Defense & Security Solutions, Inc.COM NEW11$835<0.1%+11NewHistory
AAOIApplied Optoelectronics, Inc.COM24$837<0.1%00.0%UnchangedHistory
TKRTimken CoCOM10$841<0.1%+4+66.7%AddedHistory
QRVOQorvo, Inc.Stock10$845<0.1%00.0%UnchangedHistory
ARVNArvinas, Inc.COM72$854<0.1%+72NewHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM5$856<0.1%+4+400.0%AddedHistory
IOVAIovance Biotherapeutics, Inc.COM314$857<0.1%+314NewHistory
MMSMaximus, Inc.COM10$863<0.1%00.0%UnchangedHistory
ROKURoku, IncCOM CL A8$868<0.1%00.0%UnchangedHistory
VIAVViavi Solutions Inc.COM49$873<0.1%00.0%UnchangedHistory
STAAStaar Surgical CoCOM PAR $0.0138$877<0.1%−23−37.7%ReducedHistory
OTEXOpen Text CorpCOM27$880<0.1%+27NewHistory
KEXKirby CorpCOM8$881<0.1%+8NewHistory
FMSFresenius Medical Care AGSPONSORED ADR37$881<0.1%+8+27.6%AddedHistory
SITCSITE Centers Corp.COM139$892<0.1%+69+98.6%AddedHistory
TPGTPG Inc.COM CL A14$894<0.1%+14NewHistory
Chesapeake Energy Corp165167180*W EXP 03/01/2029$897<0.1%00.0%Unchanged–
GKOSGLAUKOS CorpCOM8$903<0.1%00.0%UnchangedHistory
Apollo Global Mgmt Inc03769M304SER A MAND CNV12$906<0.1%00.0%Unchanged–
DOMOHuckleberry.ai, Inc.Stock108$910<0.1%00.0%UnchangedHistory
FPIFarmland Partners Inc.COM94$911<0.1%00.0%UnchangedHistory
TRIThomson Reuters CorpCOM NO PAR7$925<0.1%+7NewHistory
SSentinelOne, Inc.CL A62$930<0.1%+62NewHistory
LUMNLumen Technologies, Inc.Stock120$932<0.1%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM12$934<0.1%00.0%UnchangedHistory
RVLVRevolve Group, Inc.CL A31$936<0.1%00.0%UnchangedHistory
COLMColumbia Sportswear CoCOM17$937<0.1%00.0%UnchangedHistory
CFLTConfluent, Inc.CLASS A COM31$937<0.1%+31NewHistory
HLFHerbalife Ltd.COM SHS73$941<0.1%00.0%UnchangedHistory
FIVEFive Below, IncCOM5$942<0.1%+1+25.0%AddedHistory
FOURShift4 Payments, Inc.CL A15$945<0.1%−4−21.1%ReducedHistory
AEOAmerican Eagle Outfitters IncCOM36$949<0.1%00.0%UnchangedHistory
EQHEquitable Holdings, Inc.COM20$953<0.1%−49−71.0%ReducedHistory
HAYWHayward Holdings, Inc.COM62$958<0.1%00.0%UnchangedHistory
ARES.PBAres Management Corp6.75 SE B PFD19$958<0.1%−3−13.6%ReducedHistory
RXSTRxSight, Inc.COM92$959<0.1%+92NewHistory
Global X FDS37954Y657US PFD ETF51$964<0.1%+51New–
ESTCElastic N.V.ORD SHS13$981<0.1%+13NewHistory
RRXRegal Rexnord CorpCOM7$982<0.1%+1+16.7%AddedHistory
FTAIFTAI Aviation Ltd.SHS5$984<0.1%+5NewHistory
ZLABZai Lab LtdADR56$988<0.1%−16−22.2%ReducedHistory
CERTCertara, Inc.COM113$996<0.1%00.0%UnchangedHistory
OSKOshkosh CorpCOM8$1.00K<0.1%+1+14.3%AddedHistory
GTYGetty Realty CorpCOM37$1.01K<0.1%+16+76.2%AddedHistory
Neos ETF Trust78433H675NASDAQ 100 HIGH19$1.02K<0.1%+19New–
BILLBILL Holdings, Inc.Stock19$1.04K<0.1%+16+533.3%AddedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA21$1.06K<0.1%00.0%Unchanged–
TWSTTwist Bioscience CorpCOM34$1.08K<0.1%00.0%UnchangedHistory
MTZMastec IncCOM5$1.09K<0.1%+5NewHistory
GTLBGitlab Inc.CLASS A COM29$1.09K<0.1%+23+383.3%AddedHistory
ASTSAST SpaceMobile, Inc.COM CL A15$1.09K<0.1%+2+15.4%AddedHistory
CYHCommunity Health Systems IncCOM350$1.09K<0.1%00.0%UnchangedHistory
EWBCEast West Bancorp IncCOM10$1.12K<0.1%00.0%UnchangedHistory
PEverpure, Inc.CL A17$1.14K<0.1%+17NewHistory
BIRKBirkenstock Holding plcCOM SHS28$1.15K<0.1%00.0%UnchangedHistory
ESLTElbit Systems LtdStock2$1.15K<0.1%+2NewHistory
DNLIDenali Therapeutics Inc.COM71$1.17K<0.1%00.0%UnchangedHistory
Global X FDS37954Y475S&P 500 COVERED29$1.18K<0.1%00.0%Unchanged–
TEMTempus AI, Inc.CL A20$1.18K<0.1%−9−31.0%ReducedHistory
KNTKKinetik Holdings Inc.COM NEW CL A33$1.19K<0.1%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM3$1.19K<0.1%00.0%UnchangedHistory
PEGAPegasystems IncCOM20$1.19K<0.1%+20NewHistory
ARWRArrowhead Pharmaceuticals, Inc.COM18$1.20K<0.1%00.0%UnchangedHistory
GRALGRAIL, Inc.COM14$1.20K<0.1%00.0%UnchangedHistory
CPACopa Holdings, S.A.CL A10$1.21K<0.1%00.0%UnchangedHistory
MPLXMPLX LPCOM UNIT REP LTD23$1.23K<0.1%00.0%UnchangedHistory
SBRSabine Royalty TrustUNIT BEN INT18$1.23K<0.1%+4+28.6%AddedHistory
TXG10x Genomics, Inc.CL A COM76$1.24K<0.1%−72−48.6%ReducedHistory
PSKYParamount Skydance CorpCOM CL B93$1.25K<0.1%+13+16.3%AddedHistory
DOCNDigitalOcean Holdings, Inc.COM26$1.25K<0.1%00.0%UnchangedHistory
Bank of Amer Corp0605056827.25%CNV PFD L1$1.25K<0.1%00.0%Unchanged–

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