13F Filings History of TD PRIVATE CLIENT WEALTH LLC
- Latest 13F filing
- Q2 2026 - 04 Aug 2026
- Latest reported 13F value
- $5,441,741,386
- Largest 13F holdings
-
SPYM IEFA VMBS SPY GOVT VXF DGRO IGIB VOOG VGSH VIG IEMG
+8 more
TLT SHY EFA NVDA SPMO VCSH IGSB IVV - Form 13F summary
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- TD PRIVATE CLIENT WEALTH LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- TD PRIVATE CLIENT WEALTH LLC reported 1696 equity holdings with a total reported market value of $5,441,741,386 for Q2 2026. Top reported holdings included SPYM, IEFA, VMBS, SPY, and GOVT.
- Manager signature
- Bob Begun - Head of Wealth Product, Investment Strategy, and Trust
- Manager location
- New York, NY
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$5,441,741,386
Quarter delta
+$619,903,242
Accepted
04 Aug 2026, 15:52
Rows shown
1-25 of 27
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,696 | $5,441,741,386 | +$602,019,627 | -$194,600,240 | +$407,419,387 | SPYM, IEFA, VMBS, SPY, GOVT | 13F-HR | 04 Aug 2026, 15:52 |
| Q1 2026 | 1,647 | $4,821,838,144 | +$391,722,338 | -$180,895,480 | +$210,826,858 | SPYM, IEFA, VMBS, SPY, GOVT | 13F-HR | 27 Apr 2026, 13:45 |
| Q4 2025 | 1,630 | $4,694,157,334 | +$366,858,203 | -$155,471,574 | +$211,386,629 | SPYM, IEFA, VMBS, SPY, GOVT | 13F-HR | 05 Feb 2026, 13:10 |
| Q3 2025 | 1,532 | $4,439,530,078 | +$347,540,442 | -$187,283,678 | +$160,256,764 | SPLG, IEFA, SPY, VMBS, GOVT | 13F-HR | 27 Oct 2025, 12:56 |
| Q2 2025 | 1,402 | $4,070,752,988 | +$321,577,202 | -$122,177,266 | +$199,399,936 | SPLG, IEFA, SPY, VMBS, GOVT | 13F-HR | 15 Jul 2025, 17:12 |
| Q1 2025 | 1,414 | $3,630,454,296 | +$274,901,054 | -$173,566,332 | +$101,334,722 | SPLG, SPY, IEFA, VMBS, GOVT | 13F-HR | 29 Apr 2025, 17:15 |
| Q4 2024 | 1,312 | $3,575,389,381 | +$308,715,841 | -$143,111,675 | +$165,604,166 | SPLG, SPY, VMBS, IEFA, GOVT | 13F-HR | 11 Feb 2025, 11:26 |
| Q3 2024 | 1,278 | $3,477,381,298 | +$304,027,949 | -$174,303,667 | +$129,724,282 | SPLG, SPY, VMBS, IEFA, GOVT | 13F-HR | 18 Nov 2024, 15:32 |
| Q2 2024 | 1,215 | $3,175,753,909 | +$228,940,184 | -$97,347,087 | +$131,593,097 | SPY, SPLG, VMBS, IEFA, GOVT | 13F-HR | 14 Aug 2024, 13:15 |
| Q1 2024 | 1,215 | $3,047,146,634 | +$240,357,281 | -$116,279,367 | +$124,077,914 | SPY, SPLG, VMBS, IEFA, GOVT | 13F-HR | 16 Aug 2024, 10:45 |
| Q4 2023 | 1,217 | $2,766,302,574 | +$591,325,587 | -$347,518,080 | +$243,807,507 | SPY, SPLG, VMBS, GOVT, IEFA | 13F-HR | 16 Aug 2024, 10:43 |
| Q3 2023 | 1,212 | $2,309,986,591 | +$197,109,186 | -$121,722,951 | +$75,386,235 | SPY, IEF, SHY, VCSH, VMBS | 13F-HR | 16 Aug 2024, 10:42 |
| Q2 2023 | 1,258 | $2,314,873,207 | +$122,982,088 | -$132,020,936 | -$9,038,848 | SPY, IEF, SHY, VCSH, VIG | 13F-HR | 16 Aug 2024, 10:41 |
| Q1 2023 | 1,238 | $2,228,650,304 | +$217,456,179 | -$182,304,990 | +$35,151,189 | SPY, SHY, IEF, VCSH, VIG | 13F-HR | 16 Aug 2024, 10:39 |
| Q4 2022 | 1,208 | $2,116,683,967 | +$187,635,209 | -$173,209,198 | +$14,426,011 | SPY, VCSH, SHY, IEF, BSV | 13F-HR | 16 Aug 2024, 10:38 |
| Q3 2022 | 1,211 | $1,955,617,772 | +$125,247,763 | -$72,802,931 | +$52,444,832 | SPY, SHY, VCSH, IEF, MSFT | 13F-HR | 16 Aug 2024, 10:37 |
| Q2 2022 | 1,223 | $2,051,872,312 | +$161,237,961 | -$138,270,870 | +$22,967,091 | SPY, SHY, VCSH, VIG, MSFT | 13F-HR | 16 Aug 2024, 10:36 |
| Q1 2022 | 1,265 | $2,348,540,218 | +$205,694,205 | -$143,698,584 | +$61,995,621 | SPY, VCSH, SHY, VIG, MSFT | 13F-HR | 16 Aug 2024, 10:34 |
| Q4 2021 | 1,159 | $2,407,776,394 | +$148,044,777 | -$244,719,943 | -$96,675,166 | SPY, SHY, VCSH, VIG, MSFT | 13F-HR | 16 Aug 2024, 10:32 |
| Q3 2021 | 1,211 | $2,339,300,438 | +$110,828,170 | -$93,339,830 | +$17,488,340 | SPY, VCSH, SHY, VIG, MSFT | 13F-HR | 16 Aug 2024, 10:31 |
| Q2 2021 | 1,219 | $2,342,013,507 | +$164,774,944 | -$89,736,182 | +$75,038,762 | SPY, SHY, VCSH, VIG, MSFT | 13F-HR | 16 Aug 2024, 10:29 |
| Q1 2021 | 1,165 | $2,140,969,432 | +$180,094,344 | -$109,178,305 | +$70,916,039 | SPY, SHY, VIG, MSFT, VCSH | 13F-HR | 16 Aug 2024, 10:26 |
| Q4 2020 | 1,142 | $1,970,762,167 | +$165,662,196 | -$136,153,577 | +$29,508,619 | SPY, SHY, VIG, MSFT, IVW | 13F-HR | 16 Aug 2024, 10:23 |
| Q3 2020 | 1,111 | $1,787,020,721 | +$110,073,826 | -$119,063,198 | -$8,989,372 | SPY, SHY, MSFT, VIG, IVW | 13F-HR | 16 Aug 2024, 10:22 |
| Q2 2020 | 1,102 | $1,712,722,918 | +$192,742,536 | -$95,910,493 | +$96,832,043 | SPY, SHY, MSFT, VIG, IVW | 13F-HR | 16 Aug 2024, 10:21 |