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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
GNTXGentex CorpCOM54$1.26K<0.1%−304−84.9%ReducedHistory
WBSWebster Financial CorpCOM20$1.26K<0.1%00.0%UnchangedHistory
EFCEllington Financial Inc.COM93$1.26K<0.1%00.0%UnchangedHistory
ALGTAllegiant Travel COCOM15$1.28K<0.1%00.0%UnchangedHistory
SMMTSummit Therapeutics Inc.COM74$1.29K<0.1%00.0%UnchangedHistory
TNDMTandem Diabetes Care IncCOM NEW60$1.32K<0.1%+60NewHistory
TMDXTransMedics Group, Inc.COM11$1.34K<0.1%+6+120.0%AddedHistory
PCG.PXPG&E CorpPFD CONV SER A33$1.35K<0.1%00.0%UnchangedHistory
APGEApogee Therapeutics, Inc.COM18$1.36K<0.1%00.0%UnchangedHistory
JACKJack in the Box IncCOM72$1.36K<0.1%+11+18.0%AddedHistory
AHRAmerican Healthcare REIT, Inc.COM SHS29$1.36K<0.1%−4−12.1%ReducedHistory
KWRQuaker Chemical CorpCOM10$1.37K<0.1%−3−23.1%ReducedHistory
SNNSmith & Nephew PLCSPDN ADR NEW42$1.38K<0.1%+15+55.6%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM56$1.41K<0.1%−38−40.4%ReducedHistory
PATKPatrick Industries IncCOM13$1.41K<0.1%+13NewHistory
BLBDBlue Bird CorpCOM30$1.41K<0.1%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS46$1.44K<0.1%+10+27.8%AddedHistory
SLVMSylvamo CorpCOMMON STOCK30$1.45K<0.1%00.0%UnchangedHistory
CSWCSW Industrials, Inc.COM5$1.47K<0.1%00.0%UnchangedHistory
MMacy's, Inc.COM67$1.48K<0.1%−39−36.8%ReducedHistory
UNITUniti Group Inc.COM SHS213$1.49K<0.1%00.0%UnchangedHistory
CCOICogent Communications Holdings, Inc.COM NEW70$1.51K<0.1%+70NewHistory
SLPSimulations Plus, Inc.COM83$1.51K<0.1%+41+97.6%AddedHistory
PSOPearson PLCSPONSORED ADR108$1.52K<0.1%+59+120.4%AddedHistory
AEMAgnico Eagle Mines LtdStock9$1.53K<0.1%+9NewHistory
BNSBank of Nova ScotiaCOM21$1.55K<0.1%+21NewHistory
DOCUDocuSign, Inc.Stock23$1.57K<0.1%−194−89.4%ReducedHistory
ZSZscaler, Inc.Stock7$1.57K<0.1%−2−22.2%ReducedHistory
EPR.PCEpr PropertiesPFD C CV 5.75%71$1.57K<0.1%00.0%UnchangedHistory
PACPacific Airport GroupSPON ADS B6$1.58K<0.1%00.0%UnchangedHistory
TXNMTXNM Energy IncCOM27$1.59K<0.1%00.0%UnchangedHistory
SRPTSarepta Therapeutics, Inc.COM74$1.59K<0.1%+41+124.2%AddedHistory
PNFPPinnacle Financial Partners, Inc.COM17$1.62K<0.1%00.0%UnchangedHistory
EXASExact Sciences CorpCOM16$1.63K<0.1%+1+6.7%AddedHistory
ABRArbor Realty Trust IncCOM210$1.63K<0.1%+210NewHistory
RGENRepligen CorpCOM10$1.64K<0.1%00.0%UnchangedHistory
WPMWheaton Precious Metals Corp.COM14$1.65K<0.1%+7+100.0%AddedHistory
GTLSChart Industries IncCOM8$1.65K<0.1%+4+100.0%AddedHistory
OUTOUTFRONT Media Inc.REIT69$1.66K<0.1%00.0%UnchangedHistory
CMCanadian Imperial Bank of CommerceCOM19$1.68K<0.1%−174−90.2%ReducedHistory
OMABCentral North Airport GroupSPON ADR16$1.74K<0.1%00.0%UnchangedHistory
TOLToll Brothers, Inc.COM13$1.76K<0.1%+1+8.3%AddedHistory
MICCMagnum Ice Cream Co N.V.ORD SHS111$1.76K<0.1%+111NewHistory
Carnival Corp Ltd.14365C103ADR58$1.76K<0.1%00.0%Unchanged–
WisdomTree Tr97717W307US LARGECAP DIVD20$1.76K<0.1%00.0%Unchanged–
DRSLeonardo DRS, Inc.Stock53$1.81K<0.1%00.0%UnchangedHistory
PATHUiPath, Inc.Stock111$1.82K<0.1%+9+8.8%AddedHistory
DHTDHT Holdings, Inc.SHS NEW154$1.88K<0.1%+64+71.1%AddedHistory
CPRICapri Holdings LtdSHS78$1.90K<0.1%00.0%UnchangedHistory
NWSANews CorpCL A73$1.91K<0.1%−1−1.4%ReducedHistory
PAYCPaycom Software, Inc.Stock12$1.91K<0.1%−12−50.0%ReducedHistory
SCCOSouthern Copper CorpStock13$1.91K<0.1%+7+116.7%AddedHistory
ARCCAres Capital CorpCEF95$1.92K<0.1%−10−9.5%ReducedHistory
ADCAgree Realty CorpCOM27$1.95K<0.1%+27NewHistory
WDSWoodside Energy Group LtdADR125$1.95K<0.1%+125NewHistory
KNSLKinsale Capital Group, Inc.Stock5$1.96K<0.1%−1−16.7%ReducedHistory
JBTMJBT Marel CorpCOM13$1.96K<0.1%00.0%UnchangedHistory
ALSumisho Air Lease CorpCL A31$1.99K<0.1%−53−63.1%ReducedHistory
PIMCO ETF Tr72201R585MULTISECTOR BD75$2.00K<0.1%00.0%Unchanged–
LBTYALiberty Global Ltd.COM CL A180$2.00K<0.1%00.0%UnchangedHistory
BBNXBeta Bionics, Inc.COM66$2.01K<0.1%00.0%UnchangedHistory
WMSAdvanced Drainage Systems, Inc.COM14$2.03K<0.1%+1+7.7%AddedHistory
ORIOld Republic International CorpCOM45$2.05K<0.1%00.0%UnchangedHistory
VFCV F CorpStock114$2.06K<0.1%00.0%UnchangedHistory
LNTHLantheus Holdings, Inc.Stock31$2.06K<0.1%+14+82.4%AddedHistory
DAYDayforce, Inc.COM30$2.08K<0.1%−3−9.1%ReducedHistory
UUnity Software Inc.COM47$2.08K<0.1%+3+6.8%AddedHistory
DSGXDescartes Systems Group IncCOM24$2.10K<0.1%+11+84.6%AddedHistory
VSXYVictoria's Secret & Co.COMMON STOCK39$2.11K<0.1%−6−13.3%ReducedHistory
ALB.PAAlbemarle Corp7.25% DEP SHS A36$2.14K<0.1%−5−12.2%ReducedHistory
LBTYKLiberty Global Ltd.COM CL C196$2.16K<0.1%00.0%UnchangedHistory
LEALear CorpCOM NEW19$2.18K<0.1%−3,771−99.5%ReducedHistory
LYFTLyft, Inc.CL A COM113$2.19K<0.1%+45+66.2%AddedHistory
BROSDutch Bros Inc.CL A36$2.20K<0.1%+11+44.0%AddedHistory
INSPInspire Medical Systems, Inc.COM24$2.21K<0.1%+6+33.3%AddedHistory
OIO-I Glass, Inc.COM150$2.21K<0.1%+32+27.1%AddedHistory
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX20$2.22K<0.1%00.0%Unchanged–
GLOBGlobant S.A.COM34$2.22K<0.1%−161−82.6%ReducedHistory
VKTXViking Therapeutics, Inc.COM65$2.29K<0.1%+28+75.7%AddedHistory
XPOXPO, Inc.COM17$2.31K<0.1%+7+70.0%AddedHistory
CNXCConcentrix CorpStock56$2.33K<0.1%00.0%UnchangedHistory
ZMZoom Communications, Inc.Stock27$2.33K<0.1%+24+800.0%AddedHistory
SONOSonos IncCOM133$2.33K<0.1%00.0%UnchangedHistory
POWIPower Integrations IncCOM66$2.35K<0.1%00.0%UnchangedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF20$2.35K<0.1%00.0%Unchanged–
UFPIUfp Industries IncCOM26$2.37K<0.1%00.0%UnchangedHistory
PRDOPerdoceo Education CorpCOM81$2.38K<0.1%+81NewHistory
ANFAbercrombie & Fitch CoCL A19$2.39K<0.1%00.0%UnchangedHistory
UHSUniversal Health Services IncCL B11$2.40K<0.1%00.0%UnchangedHistory
ATRAptargroup, Inc.Stock20$2.44K<0.1%00.0%UnchangedHistory
IONQIonQ, Inc.COM55$2.47K<0.1%−7−11.3%ReducedHistory
RPRXRoyalty Pharma plcSHS CLASS A64$2.47K<0.1%+15+30.6%AddedHistory
BA.PABoeing CoDEP CONV PFD A36$2.49K<0.1%00.0%UnchangedHistory
ADTADT Inc.COM314$2.53K<0.1%+78+33.1%AddedHistory
IXOrix CorpSPONSORED ADR87$2.54K<0.1%−18−17.1%ReducedHistory
LITELumentum Holdings Inc.COM7$2.58K<0.1%00.0%UnchangedHistory
BMIBadger Meter IncCOM15$2.59K<0.1%+6+66.7%AddedHistory
LOGILogitech International S.A.SHS26$2.61K<0.1%+19+271.4%AddedHistory
LOARLoar Holdings Inc.COM SHS39$2.65K<0.1%00.0%UnchangedHistory
SLFSun Life Financial IncCOM43$2.68K<0.1%+18+72.0%AddedHistory

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