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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 4, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
1,698
+49 vs. Q1 2026
Portfolio value
$5.44B
+$619.9M (+12.9%) vs. Q1 2026
Filed
Aug 4, 2026
SEC
Holdings of TD Private Client Wealth LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
PHINPhinia Inc.COMMON STOCK71$5.85K<0.1%00.0%UnchangedHistory
KMPRKEMPER CorpCOM219$5.90K<0.1%+53+31.9%AddedHistory
BABAAlibaba Group Holding LtdADR62$5.95K<0.1%−13−17.3%ReducedHistory
WWDWoodward, Inc.COM14$5.96K<0.1%+5+55.6%AddedHistory
CRDOCredo Technology Group Holding LtdStock22$5.98K<0.1%+4+22.2%AddedHistory
ERIEErie Indemnity CoCL A25$5.99K<0.1%+23+1,150.0%AddedHistory
ZMZoom Communications, Inc.Stock71$6.13K<0.1%+57+407.1%AddedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA122$6.14K<0.1%+101+481.0%Added–
ALCAlcon IncStock92$6.17K<0.1%+34+58.6%AddedHistory
BF.BBrown Forman CorpStock232$6.18K<0.1%−7−2.9%ReducedHistory
ALLYAlly Financial Inc.Stock135$6.20K<0.1%+32+31.1%AddedHistory
ACAArcosa, Inc.COM44$6.39K<0.1%+44NewHistory
NEXNNexxen International Ltd.SHS NEW711$6.42K<0.1%−254−26.3%ReducedHistory
NBISNebius Group N.V.Stock24$6.63K<0.1%+24NewHistory
LEN.BLennar CorpCL B75$6.65K<0.1%−5−6.3%ReducedHistory
MTZMastec IncCOM16$6.66K<0.1%+7+77.8%AddedHistory
TAPMolson Coors Beverage CoCL B172$6.70K<0.1%−72−29.5%ReducedHistory
Schwab Strategic Tr8085246985 10YR CORP BD298$6.75K<0.1%−30−9.1%Reduced–
QGENQiagen N.V.ORD SHARES175$6.78K<0.1%+126+257.1%AddedHistory
DKSDick's Sporting Goods, Inc.Stock30$6.80K<0.1%+6+25.0%AddedHistory
PSMTPricesmart IncCOM35$6.84K<0.1%+3+9.4%AddedHistory
RPRXRoyalty Pharma plcSHS CLASS A125$7.01K<0.1%+56+81.2%AddedHistory
SCCOSouthern Copper CorpStock40$7.03K<0.1%+25+166.7%AddedHistory
LSTRLandstar System IncCOM34$7.03K<0.1%+15+78.9%AddedHistory
MIDDMIDDLEBY CorpCOM41$7.05K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF277$7.07K<0.1%−2,959−91.4%Reduced–
FMSFresenius Medical Care AGSPONSORED ADR314$7.10K<0.1%+5+1.6%AddedHistory
CLSCelestica IncStock20$7.29K<0.1%+20NewHistory
MSAMSA Safety IncCOM42$7.33K<0.1%+16+61.5%AddedHistory
DARDarling Ingredients Inc.COM135$7.37K<0.1%−12−8.2%ReducedHistory
DOCNDigitalOcean Holdings, Inc.COM47$7.38K<0.1%+18+62.1%AddedHistory
NYTNew York Times CoCL A106$7.42K<0.1%+26+32.5%AddedHistory
URBNUrban Outfitters IncCOM105$7.44K<0.1%+14+15.4%AddedHistory
BRKRBruker CorpCOM125$7.52K<0.1%00.0%UnchangedHistory
AXSMAxsome Therapeutics, Inc.COM31$7.59K<0.1%+31NewHistory
AAONAaon, Inc.COM PAR $0.00460$7.61K<0.1%+15+33.3%AddedHistory
PPLIPeople IncCOM NEW165$7.62K<0.1%+109+194.6%AddedHistory
WUWestern Union COStock991$7.63K<0.1%−22−2.2%ReducedHistory
SNNSmith & Nephew PLCSPDN ADR NEW267$7.69K<0.1%−17−6.0%ReducedHistory
IONSIonis Pharmaceuticals IncCOM98$7.77K<0.1%+18+22.5%AddedHistory
FTAIFTAI Aviation Ltd.SHS29$7.84K<0.1%+17+141.7%AddedHistory
AUAngloGold Ashanti PLCCOM SHS97$7.85K<0.1%−32−24.8%ReducedHistory
SKTTanger Inc.COM200$7.89K<0.1%00.0%UnchangedHistory
WPMWheaton Precious Metals Corp.COM71$7.97K<0.1%+50+238.1%AddedHistory
BBarrick Mining CorpStock217$7.98K<0.1%+120+123.7%AddedHistory
NMRNomura Holdings IncSPONSORED ADR920$8.08K<0.1%+604+191.1%AddedHistory
SLFSun Life Financial IncCOM105$8.23K<0.1%+64+156.1%AddedHistory
DOXAmdocs LtdSHS163$8.24K<0.1%+34+26.4%AddedHistory
FERFerrovial N.V.ORD SHS121$8.30K<0.1%+121NewHistory
KLICKulicke & Soffa Industries IncCOM63$8.43K<0.1%00.0%UnchangedHistory
CLXClorox CoStock89$8.51K<0.1%−164−64.8%ReducedHistory
PKPark Hotels & Resorts Inc.COM604$8.61K<0.1%00.0%UnchangedHistory
TWLOTwilio IncCL A42$8.67K<0.1%+17+68.0%AddedHistory
HESMHess Midstream LPCL A SHS231$8.69K<0.1%−82−26.2%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS195$8.74K<0.1%−355−64.5%ReducedHistory
RDYDr Reddys Laboratories LtdADR605$8.77K<0.1%00.0%UnchangedHistory
LKQLKQ CorpCOM333$8.77K<0.1%+26+8.5%AddedHistory
CGNXCognex CorpCOM122$8.84K<0.1%+41+50.6%AddedHistory
BAHBooz Allen Hamilton Holding CorpCL A148$8.98K<0.1%+34+29.8%AddedHistory
LVSLas Vegas Sands CorpCOM205$9.47K<0.1%+1+0.5%AddedHistory
UNFUnifirst CorpCOM36$9.52K<0.1%00.0%UnchangedHistory
CWSTCasella Waste Systems IncCL A100$9.70K<0.1%−10−9.1%ReducedHistory
MKSIMKS IncCOM22$9.79K<0.1%+21+2,100.0%AddedHistory
Occidental Pete Corp WT Exp 080327674599162Stock368$9.80K<0.1%00.0%Unchanged–
AEMAgnico Eagle Mines LtdStock64$9.93K<0.1%+48+300.0%AddedHistory
SAROStandardAero, Inc.COM333$9.96K<0.1%+126+60.9%AddedHistory
MTDRMatador Resources CoCOM201$10.0K<0.1%−68−25.3%ReducedHistory
CPNGCoupang, Inc.CL A585$10.2K<0.1%+65+12.5%AddedHistory
WYWeyerhaeuser CoCOM NEW428$10.2K<0.1%+40+10.3%AddedHistory
FRFirst Industrial Realty Trust IncCOM168$10.3K<0.1%00.0%UnchangedHistory
GPNGlobal Payments IncStock142$10.3K<0.1%−86−37.7%ReducedHistory
PSOPearson PLCSPONSORED ADR651$10.3K<0.1%+94+16.9%AddedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM2,011$10.4K<0.1%−1,720−46.1%ReducedHistory
MZTIMarzetti CoCOM91$10.4K<0.1%00.0%UnchangedHistory
VCVisteon CorpCOM NEW107$10.6K<0.1%+75+234.4%AddedHistory
OGEOGE Energy Corp.COM220$10.7K<0.1%−6−2.7%ReducedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW87$10.7K<0.1%+17+24.3%AddedHistory
CPCanadian Pacific Kansas City LtdCOM124$10.7K<0.1%+53+74.6%AddedHistory
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG498$10.8K<0.1%00.0%Unchanged–
AOSSmith A O CorpCOM172$10.8K<0.1%−199−53.6%ReducedHistory
DKNGDraftKings Inc.Stock438$11.1K<0.1%−453−50.8%ReducedHistory
WYNNWynn Resorts LtdCOM114$11.1K<0.1%00.0%UnchangedHistory
FSVFirstService CorpCOM78$11.1K<0.1%+50+178.6%AddedHistory
YUMCYum China Holdings, Inc.COM272$11.1K<0.1%−21−7.2%ReducedHistory
LOGILogitech International S.A.SHS120$11.3K<0.1%+3+2.6%AddedHistory
CBRLCracker Barrel Old Country Store, IncCOM214$11.4K<0.1%00.0%UnchangedHistory
WDSWoodside Energy Group LtdADR595$11.5K<0.1%+299+101.0%AddedHistory
OIIOceaneering International IncStock284$11.5K<0.1%+28+10.9%AddedHistory
CSGPCostar Group, Inc.COM407$11.5K<0.1%−589−59.1%ReducedHistory
HSICHenry Schein IncCOM138$11.5K<0.1%−795−85.2%ReducedHistory
CAGConagra Brands Inc.Stock858$11.5K<0.1%+376+78.0%AddedHistory
POSTPost Holdings, Inc.COM133$11.7K<0.1%00.0%UnchangedHistory
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM499$11.7K<0.1%+499NewHistory
PTCPTC Inc.Stock105$11.9K<0.1%−16−13.2%ReducedHistory
MGYMagnolia Oil & Gas CorpCL A467$11.9K<0.1%+22+4.9%AddedHistory
ESSEssex Property Trust, Inc.COM41$12.0K<0.1%+3+7.9%AddedHistory
KRCKilroy Realty CorpCOM323$12.1K<0.1%+43+15.4%AddedHistory
DPZDominos Pizza IncCOM42$12.4K<0.1%−37−46.8%ReducedHistory
PFGCPerformance Food Group CoCOM112$12.5K<0.1%+11+10.9%AddedHistory
AREAlexandria Real Estate Equities, Inc.COM239$12.6K<0.1%−458−65.7%ReducedHistory

Sold out since Q1 2026 (86)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of TD Private Client Wealth LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM28,779$6.50M0.1%History
PRIMPrimoris Services CorpStock3,965$567.2K<0.1%History
CSGSCSG Systems International IncCOM2,643$211.3K<0.1%History
iShares Tr464289883CORE 30 70 ETF4,490$179.1K<0.1%–
TUTelus CorpCOM13,952$178.8K<0.1%History
BVNBuenaventura Mining Co IncSPONSORED ADR3,073$110.8K<0.1%History
KTKT CorpSPONSORED ADR4,996$107.2K<0.1%History
CTRACoterra Energy Inc.Stock3,001$105.5K<0.1%History
SLABSilicon Laboratories Inc.Stock265$55.2K<0.1%History
SPXXNuveen S&P 500 Dynamic Overwrite FundCOM3,151$50.6K<0.1%History
SMPLSimply Good Foods CoCOM3,068$44.0K<0.1%History
BBTBeacon Financial CorpCOM1,212$36.4K<0.1%History
HUBGHub Group, Inc.CL A971$35.0K<0.1%History
HOLXHologic IncCOM444$33.6K<0.1%History
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF924$33.4K<0.1%–
SPDR Series Trust78464A516ST INTL BBG ETF1,285$28.2K<0.1%–
WisdomTree Tr97717X560EQUITY PREMIUM642$20.5K<0.1%–
KEPKorea Electric Power CorpSPONSORED ADR1,385$19.7K<0.1%History
ZIMZIM Integrated Shipping Services Ltd.SHS739$19.5K<0.1%History
GILTGilat Satellite Networks LtdSHS NEW1,247$18.4K<0.1%History
ONONOn Holding AGStock460$15.6K<0.1%History
Clearway Energy, Inc.18539C105CL A395$15.5K<0.1%–
HIMXHimax Technologies, Inc.SPONSORED ADR1,794$14.1K<0.1%History
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL383$13.1K<0.1%–
WCNWaste Connections, Inc.COM70$11.3K<0.1%History
FWONALiberty Media CorpCOM LBTY ONE S A112$8.74K<0.1%History
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF78$8.23K<0.1%–
APPFAppfolio IncCOM CL A45$7.10K<0.1%History
WHRWhirlpool CorpStock127$6.85K<0.1%History
SEESealed Air CorpCOM141$5.93K<0.1%History
Carnival Corp Ltd.14365C103ADR224$5.77K<0.1%–
RYNRayonier IncCOM227$4.68K<0.1%History
PBProsperity Bancshares IncCOM49$3.29K<0.1%History
LBTYKLiberty Global Ltd.COM CL C196$2.30K<0.1%History
APLSApellis Pharmaceuticals, Inc.COM56$2.25K<0.1%History
CWANClearwater Analytics Holdings, Inc.CL A93$2.20K<0.1%History
LBTYALiberty Global Ltd.COM CL A180$2.18K<0.1%History
ACLXArcellx, Inc.COMMON STOCK18$2.07K<0.1%History
TPGTPG Inc.COM CL A41$1.66K<0.1%History
OIO-I Glass, Inc.COM150$1.58K<0.1%History
CNXCConcentrix CorpStock56$1.53K<0.1%History
OMABCentral North Airport GroupSPON ADR13$1.49K<0.1%History
ALSumisho Air Lease CorpCL A22$1.43K<0.1%History
IMAXImax CorpCOM30$1.14K<0.1%History
TMDXTransMedics Group, Inc.COM11$1.09K<0.1%History
SITCSITE Centers Corp.COM202$1.09K<0.1%History
TEMTempus AI, Inc.CL A20$904<0.1%History
SNCYSun Country Airlines Holdings, LLCCOM52$859<0.1%History
TRIThomson Reuters CorpCOM NO PAR9$810<0.1%History
KTOSKratos Defense & Security Solutions, Inc.COM NEW11$776<0.1%History
ARVNArvinas, Inc.COM72$763<0.1%History
WENWendy's CoStock107$744<0.1%History
CRNXCrinetics Pharmaceuticals, Inc.COM19$690<0.1%History
PBFSPioneer Bancorp, Inc.COM47$654<0.1%History
CERTCertara, Inc.COM113$644<0.1%History
MMSMaximus, Inc.COM10$641<0.1%History
LYFTLyft, Inc.CL A COM46$612<0.1%History
WIXWix.com Ltd.SHS6$540<0.1%History
TELFYTelefonica S ASPONSORED ADR113$490<0.1%History
AVPTAvePoint, Inc.COM CL A49$466<0.1%History
INSPInspire Medical Systems, Inc.COM9$464<0.1%History
SPSCSPS Commerce IncCOM8$445<0.1%History
MAMAMama's Creations, Inc.COM27$414<0.1%History
HLHecla Mining CoCOM22$410<0.1%History
TENBTenable Holdings, Inc.COM24$406<0.1%History
GMEDGlobus Medical IncStock4$345<0.1%History
CNMCore & Main, Inc.CL A6$296<0.1%History
EFOREverforth IncCOM7$271<0.1%History
GTMZoomInfo Technologies Inc.Stock44$263<0.1%History
EVEREverQuote, Inc.COM CL A16$247<0.1%History
GDYNGrid Dynamics Holdings, Inc.CL A43$245<0.1%History
RDVTRed Violet, Inc.COM7$242<0.1%History
JOBYJoby Aviation, Inc.COMMON STOCK27$223<0.1%History
ONTFON24 Inc.COM25$203<0.1%History
CHWYChewy, Inc.CL A7$189<0.1%History
BLSHBullishORD SHS5$179<0.1%History
PCVXVaxcyte, Inc.COM3$174<0.1%History
THRMGentherm IncCOM6$167<0.1%History
UECUranium Energy CorpCOM12$162<0.1%History
AMWDAmerican Woodmark CorpCOM4$159<0.1%History
FLSFlowserve CorpCOM2$147<0.1%History
STEPStepStone Group Inc.COM CL A3$143<0.1%History
VYXNCR Voyix CorpCOM22$139<0.1%History
FOURShift4 Payments, Inc.CL A3$131<0.1%History
YEXTYext, Inc.COM28$108<0.1%History
BURBurford Capital LtdORD SHS18$81<0.1%History