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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
CRLCharles River Laboratories International, Inc.COM113$25.6K<0.1%00.0%UnchangedHistory
PIMCO ETF Tr72201R88225YR+ ZERO U S402$25.8K<0.1%+164+68.9%Added–
SUSuncor Energy IncStock483$26.0K<0.1%+138+40.0%AddedHistory
ARGXArgenx SESPONSORED ADR28$26.0K<0.1%00.0%UnchangedHistory
FICOFair Isaac CorpCOM22$26.3K<0.1%−22−50.0%ReducedHistory
SONOSonos IncCOM1,986$26.9K<0.1%+1,909+2,479.2%AddedHistory
CHTRCharter Communications, Inc.CL A189$26.9K<0.1%+144+320.0%AddedHistory
GLPIGaming & Leisure Properties, Inc.COM609$27.1K<0.1%+49+8.8%AddedHistory
ANFAbercrombie & Fitch CoCL A316$28.4K<0.1%+297+1,563.2%AddedHistory
IBNIcici Bank LtdADR981$28.5K<0.1%00.0%UnchangedHistory
ITGartner IncCOM221$28.6K<0.1%+58+35.6%AddedHistory
GLGlobe Life Inc.COM163$29.1K<0.1%00.0%UnchangedHistory
ULTAUlta Beauty, Inc.Stock65$29.3K<0.1%+9+16.1%AddedHistory
TRGPTarga Resources Corp.COM110$29.5K<0.1%+19+20.9%AddedHistory
ITRNIturan Location & Control Ltd.SHS486$29.7K<0.1%−28−5.4%ReducedHistory
TPLTexas Pacific Land CorpStock68$29.8K<0.1%+6+9.7%AddedHistory
TYLTyler Technologies IncCOM103$30.1K<0.1%−86−45.5%ReducedHistory
PODDInsulet CorpStock198$30.1K<0.1%+8+4.2%AddedHistory
PRPermian Resources CorpCLASS A COM1,642$30.2K<0.1%+254+18.3%AddedHistory
ALKAlaska Air Group, Inc.COM583$30.4K<0.1%+266+83.9%AddedHistory
AKAMAkamai Technologies IncCOM260$30.7K<0.1%+53+25.6%AddedHistory
ARMArm Holdings PLCADR88$31.2K<0.1%+69+363.2%AddedHistory
DFINDonnelley Financial Solutions, Inc.COM753$31.6K<0.1%00.0%UnchangedHistory
RHPRyman Hospitality Properties, Inc.COM246$31.6K<0.1%+200+434.8%AddedHistory
AFRMAffirm Holdings, Inc.COM CL A390$31.8K<0.1%+209+115.5%AddedHistory
iShares U.S. Medical Devices ETF464288810ETF647$32.0K<0.1%+197+43.8%Added–
iShares Global Clean Energy ETF464288224ETF1,570$32.2K<0.1%−149−8.7%Reduced–
RBCRBC Bearings INCCOM50$32.2K<0.1%+32+177.8%AddedHistory
CCJCameco CorpStock318$32.4K<0.1%−58−15.4%ReducedHistory
BLKBBlackbaud IncCOM1,102$32.6K<0.1%+10+0.9%AddedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD12,048$32.6K<0.1%−1,445−10.7%ReducedHistory
RVTYRevvity, Inc.COM294$32.7K<0.1%+108+58.1%AddedHistory
NBIXNeurocrine Biosciences IncStock196$33.0K<0.1%+43+28.1%AddedHistory
ACGLArch Capital Group Ltd.Stock341$33.1K<0.1%−152−30.8%ReducedHistory
HWKNHawkins IncCOM233$33.1K<0.1%00.0%UnchangedHistory
BBWBuild-A-Bear Workshop IncCOM1,084$33.2K<0.1%00.0%UnchangedHistory
XPOXPO, Inc.COM162$33.3K<0.1%+11+7.3%AddedHistory
SOFISoFi Technologies, Inc.Stock1,869$33.5K<0.1%−251−11.8%ReducedHistory
BEBloom Energy CorpCOM CL A112$33.9K<0.1%+26+30.2%AddedHistory
WDAYWorkday, Inc.CL A278$34.0K<0.1%−117−29.6%ReducedHistory
IEXIdex CorpCOM150$34.0K<0.1%+30+25.0%AddedHistory
DLTRDollar Tree, Inc.COM283$34.3K<0.1%−37−11.6%ReducedHistory
TOLToll Brothers, Inc.COM209$34.4K<0.1%+196+1,507.7%AddedHistory
RYRoyal Bank of CanadaStock168$34.8K<0.1%−1,243−88.1%ReducedHistory
AVNTAvient CorpCOM942$34.8K<0.1%00.0%UnchangedHistory
AWKAmerican Water Works Company, Inc.Stock266$35.0K<0.1%+6+2.3%AddedHistory
CELHCelsius Holdings, Inc.COM NEW1,204$35.3K<0.1%−534−30.7%ReducedHistory
BRBRBellring Brands, Inc.Stock2,739$35.4K<0.1%+32+1.2%AddedHistory
SNDRSchneider National, Inc.CL B978$35.7K<0.1%+88+9.9%AddedHistory
ITTItt Inc.COM184$36.4K<0.1%+101+121.7%AddedHistory
EXPDExpeditors International of Washington IncCOM229$37.3K<0.1%00.0%UnchangedHistory
FSLRFirst Solar, Inc.Stock160$37.8K<0.1%−17−9.6%ReducedHistory
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL326$38.3K<0.1%−2,313−87.6%Reduced–
CTSHCognizant Technology Solutions CorpCL A996$38.6K<0.1%−4,706−82.5%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF765$38.7K<0.1%−282−26.9%Reduced–
LUVSouthwest Airlines CoCOM756$38.9K<0.1%−16−2.1%ReducedHistory
TROWPrice T Rowe Group IncStock344$39.1K<0.1%+9+2.7%AddedHistory
TSCOTractor Supply CoCOM1,240$39.2K<0.1%−535−30.1%ReducedHistory
ENTGEntegris IncCOM218$39.2K<0.1%−186−46.0%ReducedHistory
MAAMid America Apartment Communities Inc.COM283$39.3K<0.1%+13+4.8%AddedHistory
CRCrane CoCOMMON STOCK177$39.5K<0.1%−158−47.2%ReducedHistory
BUDAnheuser-Busch InBev SA/NVADR486$40.0K<0.1%+211+76.7%AddedHistory
IDAIdacorp IncCOM265$40.1K<0.1%+245+1,225.0%AddedHistory
DBDeutsche Bank AktiengesellschaftNAMEN AKT1,196$40.4K<0.1%+664+124.8%AddedHistory
TOSTToast, Inc.Stock1,453$40.4K<0.1%−500−25.6%ReducedHistory
GENGen Digital Inc.Stock1,634$40.7K<0.1%+339+26.2%AddedHistory
SFMSprouts Farmers Market, Inc.COM483$40.9K<0.1%+11+2.3%AddedHistory
MANHManhattan Associates IncStock295$41.1K<0.1%+34+13.0%AddedHistory
NTRANatera, Inc.COM153$41.5K<0.1%+120+363.6%AddedHistory
Vanguard Materials ETF92204A801ETF182$41.6K<0.1%+51+38.9%Added–
VLTOVeralto CorpStock477$42.3K<0.1%−6,546−93.2%ReducedHistory
RMDResmed IncCOM218$42.5K<0.1%−16−6.8%ReducedHistory
ITGRInteger Holdings CorpCOM455$42.5K<0.1%00.0%UnchangedHistory
MFGMizuho Financial Group IncSPONSORED ADR4,439$42.5K<0.1%+2,070+87.4%AddedHistory
NBTBNBT Bancorp IncCOM867$42.8K<0.1%00.0%UnchangedHistory
TWTradeweb Markets Inc.Stock432$43.1K<0.1%+6+1.4%AddedHistory
CIENCiena CorpCOM NEW88$43.2K<0.1%+23+35.4%AddedHistory
PRGSProgress Software CorpCOM1,291$43.4K<0.1%00.0%UnchangedHistory
HEIHeico CorpCOM122$43.5K<0.1%+9+8.0%AddedHistory
Schwab U.S. REIT ETF808524847ETF1,850$43.8K<0.1%+1,850New–
FHNFirst Horizon CorpCOM1,711$43.9K<0.1%+1,374+407.7%AddedHistory
FULFuller H B CoStock758$44.2K<0.1%−217−22.3%ReducedHistory
BANFBancfirst CorpCOM401$44.6K<0.1%00.0%UnchangedHistory
VSHVishay Intertechnology IncCOM832$44.7K<0.1%+791+1,929.3%AddedHistory
AESAES CorpStock3,055$44.8K<0.1%+103+3.5%AddedHistory
CAVACava Group, Inc.COM581$45.6K<0.1%−61−9.5%ReducedHistory
DHTDHT Holdings, Inc.SHS NEW2,798$46.3K<0.1%+545+24.2%AddedHistory
GBCIGlacier Bancorp, Inc.COM900$46.4K<0.1%−107−10.6%ReducedHistory
BLBDBlue Bird CorpCOM588$46.4K<0.1%+569+2,994.7%AddedHistory
ELEstee Lauder Companies IncCL A589$46.5K<0.1%+37+6.7%AddedHistory
LNTAlliant Energy CorpStock611$46.6K<0.1%+32+5.5%AddedHistory
WAFDWafd IncStock1,219$46.8K<0.1%−428−26.0%ReducedHistory
CRTOCriteo S.A.SPONS ADS2,575$47.1K<0.1%−167−6.1%ReducedHistory
TXRHTexas Roadhouse, Inc.COM244$47.1K<0.1%−47−16.2%ReducedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR2,001$47.2K<0.1%−444−18.2%ReducedHistory
LKFNLakeland Financial CorpCOM765$47.2K<0.1%+208+37.3%AddedHistory
Lattice Strategies Tr518416870HART DI EQUI ETF666$47.4K<0.1%+281+73.0%Added–
VTRSViatris IncStock2,988$47.4K<0.1%+558+23.0%AddedHistory
ATOAtmos Energy CorpCOM276$47.5K<0.1%+59+27.2%AddedHistory
IDCCInterDigital, Inc.COM169$47.8K<0.1%−328−66.0%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