Arkolith/Funds/TD Private Client Wealth LLC

TD Private Client Wealth LLC

CIK 1551017Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

TD Private Client Wealth LLC holds a diversified book of 1696 stocks worth $5.4B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Honeywell Intl Inc Com New and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 9% of the equity book.

Opened
238
bought for the first time
Added to
716
already held, bought more
Trimmed
560
sold some, still holds it
Sold out
89
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
42%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Information Technology
8%
Financials
4%
Industrials
3%
Health Care
2%
Consumer Discretionary
2%
Utilities
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as TD Private Client Wealth LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$713.1B
MORGAN STANLEY80 / 80$579.4B
BANK OF AMERICA CORP /DE/80 / 80$541.7B
JPMORGAN CHASE & CO80 / 80$520.8B
WELLS FARGO & COMPANY/MN80 / 80$195.3B
UBS Group AG80 / 80$167.8B
ROYAL BANK OF CANADA80 / 80$154.5B
ENVESTNET ASSET MANAGEMENT INC80 / 80$144.7B

Ranked by how many of TD Private Client Wealth LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,696 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Ser TR State STR SPDR Port S&P 500 ETF
EXCHANGE TRADED FUND
$484.1M5.51M
8.9%
▲+5.5%
Added · +290K sh
2Ishares TR Core Msci Eafe ETF
EXCHANGE TRADED FUND
$357.9M3.71M
6.6%
▲+9.2%
Added · +312K sh
3Vanguard Scottsdale FDS Vanguard MTG Backed Secs ETF
EXCHANGE TRADED FUND
$266.5M5.69M
4.9%
▲+7.6%
Added · +405K sh
4State STR SPDR S&P 500 ETF TR TR Unit
EXCHANGE TRADED FUND
$217.8M291.6K
4.0%
▼−4.0%
Reduced · −12K sh
5Ishares TR U S Treas BD ETF
EXCHANGE TRADED FUND
$201.9M8.86M
3.7%
▲+8.5%
Added · +694K sh
6Vanguard Index FDS Vanguard Extended MKT ETF
EXCHANGE TRADED FUND
$155.7M632.3K
2.9%
▲+8.4%
Added · +49K sh
7Ishares TR Core Divid Growth ETF
EXCHANGE TRADED FUND
$154.3M2.04M
2.8%
▲+8.8%
Added · +166K sh
8Ishares TR 5-10 Yr Invt Grade Corporate BD ETF
EXCHANGE TRADED FUND
$153.3M2.88M
2.8%
▲+22%
Added · +527K sh
9Vanguard Admiral FDS Inc S&P 500 Growth Index FD ETF SHS
EXCHANGE TRADED FUND
$141.7M1.72M
2.6%
▲+542%
Added · +1.4M sh
10Vanguard Scottsdale FDS Vanguard Short-Term Treas Index FD
EXCHANGE TRADED FUND
$128.1M2.20M
2.4%
▲+6.3%
Added · +130K sh
11Vanguard Specialized Funds Divid Appreciation ETF SHS
EXCHANGE TRADED FUND
$105.4M445.6K
1.9%
▼−4.7%
Reduced · −22K sh
12Ishares Inc Core Msci Emerging MKTS ETF
EXCHANGE TRADED FUND
$99.5M1.20M
1.8%
▲+13%
Added · +140K sh
13Ishares TR 20 plus Yr Treas BD ETF
EXCHANGE TRADED FUND
$70.3M813.6K
1.3%
▲+10%
Added · +75K sh
14Ishares TR 1-3 Yr Treas BD ETF
EXCHANGE TRADED FUND
$67.2M818.3K
1.2%
▼−1.5%
Reduced · −13K sh
15Ishares TR Msci Eafe ETF
EXCHANGE TRADED FUND
$63.5M611.2K
1.2%
▲+5.2%
Added · +30K sh
16Nvidia Corp Com
COMMON STOCK
$56.4M281.9K
1.0%
▼−1.8%
Reduced · −5K sh
17Invesco Exchange-Traded FD TR II S&P 500 Momentum ETF
EXCHANGE TRADED FUND
$56.3M348.4K
1.0%
▲+23%
Added · +64K sh
18Vanguard Scottsdale FDS Vanguard Short-Term Corporate BD Index FD
EXCHANGE TRADED FUND
$55.6M703.2K
1.0%
▲+1.2%
Added · +8K sh
19Ishares TR 1-5 Yr Invt Grade Corporate BD ETF
EXCHANGE TRADED FUND
$55.4M1.06M
1.0%
▲+7.0%
Added · +69K sh
20Ishares TR Core S&P 500 ETF
EXCHANGE TRADED FUND
$54.7M73.0K
1.0%
▲+0.6%
Added · +445 sh
21Vanguard Index FDS S&P 500 ETF SHS New
EXCHANGE TRADED FUND
$52.4M76.4K
1.0%
▼−1.4%
Reduced · −1K sh
22Invesco QQQ TR Unit Ser 1
EXCHANGE TRADED FUND
$51.0M69.2K
0.9%
▼−4.3%
Reduced · −3K sh
23Ishares TR Core U S Aggregate BD ETF
EXCHANGE TRADED FUND
$50.9M513.8K
0.9%
▲+3.8%
Added · +19K sh
24Apple Inc Com
COMMON STOCK
$48.7M168.4K
0.9%
▲+3.5%
Added · +6K sh
25Ishares TR Russell 1000 Growth ETF
EXCHANGE TRADED FUND
$48.1M387.3K
0.9%
▲+286%
Added · +287K sh
26Ishares TR 3-7 Yr Treas BD ETF
EXCHANGE TRADED FUND
$46.3M394.6K
0.9%
▼−3.9%
Reduced · −16K sh
27Vanguard Index FDS Vanguard Value ETF
EXCHANGE TRADED FUND
$41.2M189.0K
0.8%
▲+2.2%
Added · +4K sh
28Microsoft Corp Com
COMMON STOCK
$40.0M107.3K
0.7%
▼−9.2%
Reduced · −11K sh
29Vanguard Scottsdale FDS Vanguard Russell 1000 Growth Index FD ETF SHS Isin#us92206c6802
EXCHANGE TRADED FUND
$38.7M302.9K
0.7%
▲+4.3%
Added · +13K sh
30Amazon Com Inc Com
COMMON STOCK
$37.7M158.2K
0.7%
▲+4.9%
Added · +7K sh
31Vanguard Index FDS Vanguard Mid-Cap ETF
EXCHANGE TRADED FUND
$37.2M461.8K
0.7%
▲+337%
Added · +356K sh
32Alphabet Inc CL A
COMMON STOCK
$35.2M98.5K
0.6%
▲+8.1%
Added · +7K sh
33Vanguard Index FDS Vanguard Growth ETF
EXCHANGE TRADED FUND
$33.8M392.9K
0.6%
▲+482%
Added · +325K sh
34Vanguard Scottsdale FDS Vanguard Intermediate-Term Corporate Bond Index ETF SHS
EXCHANGE TRADED FUND
$33.1M401.0K
0.6%
▲+18%
Added · +61K sh
35Schwab Strategic TR US Large-Cap Growth ETF
EXCHANGE TRADED FUND
$30.2M892.5K
0.6%
▼−1.9%
Reduced · −18K sh
36Ishares TR S&P 500 Growth ETF
EXCHANGE TRADED FUND
$28.7M208.3K
0.5%
▼−7.5%
Reduced · −17K sh
37Ishares TR Msci Eafe Value ETF
EXCHANGE TRADED FUND
$28.3M370.0K
0.5%
▲+1.4%
Added · +5K sh
38Ishares TR Iboxx Usd Invt Grade Corp BD ETF
EXCHANGE TRADED FUND
$26.0M238.3K
0.5%
▲+11%
Added · +24K sh
39Ishares TR Core S&P Mid-Cap ETF
EXCHANGE TRADED FUND
$25.1M325.9K
0.5%
▼−1.4%
Reduced · −5K sh
40Schwab Strategic TR US Dividend Equity ETF
EXCHANGE TRADED FUND
$25.1M791.5K
0.5%
▲+7.0%
Added · +52K sh
41Ishares TR Russell 2000 ETF
EXCHANGE TRADED FUND
$24.9M82.7K
0.5%
▼−15%
Reduced · −14K sh
42Broadcom Inc Com
COMMON STOCK
$23.7M62.7K
0.4%
▼−4.6%
Reduced · −3K sh
43JPMorgan Chase & Co Com
COMMON STOCK
$23.0M70.2K
0.4%
▼−5.7%
Reduced · −4K sh
44Pimco ETF TR 0-5 Yr High Yield Corp BD Index Exchange-Traded FD
EXCHANGE TRADED FUND
$22.8M243.7K
0.4%
▲+7.2%
Added · +16K sh
45Ishares TR Russell 1000 Value ETF
EXCHANGE TRADED FUND
$22.4M92.5K
0.4%
▲+1.9%
Added · +2K sh
46Ishares TR Intl Select Divid ETF Index FD
EXCHANGE TRADED FUND
$20.8M502.1K
0.4%
▲+6.0%
Added · +28K sh
47DBX ETF TR X Trackers Usd High Yield Corp BF ETF
EXCHANGE TRADED FUND
$19.2M525.4K
0.4%
▲+18%
Added · +79K sh
48SPDR Gold TR Gold SHS
EXCHANGE TRADED FUND
$19.0M51.5K
0.3%
▲+25%
Added · +10K sh
49Ishares TR S&P 500 Value ETF
EXCHANGE TRADED FUND
$18.4M81.1K
0.3%
▼−1.3%
Reduced · −1K sh
50Vanguard Index FDS Vanguard Small-Cap ETF
EXCHANGE TRADED FUND
$17.7M58.5K
0.3%
▲+3.7%
Added · +2K sh
Showing 50 of 1,696 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 20261,698$5.4B13F-HR
Q1 2026Mar 31, 2026Apr 27, 20261,649$4.8B13F-HR
Q4 2025Dec 31, 2025Feb 5, 20261,632$4.7B13F-HR
Q3 2025Sep 30, 2025Oct 27, 20251,535$4.4B13F-HR
Q2 2025Jun 30, 2025Jul 15, 20251,404$4.1B13F-HR
Q1 2025Mar 31, 2025Apr 29, 20251,415$3.6B13F-HR
Q4 2024Dec 31, 2024Feb 11, 20251,313$3.6B13F-HR
Q3 2024Sep 30, 2024Nov 18, 20241,281$3.5B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20241,216$3.2B13F-HR
Q1 2024Mar 31, 2024Aug 16, 20241,215$3.0B13F-HR
Q4 2023Dec 31, 2023Aug 16, 20241,217$2.8B13F-HR
Q3 2023Sep 30, 2023Aug 16, 20241,212$2.3B13F-HR
Q2 2023Jun 30, 2023Aug 16, 20241,258$2.3B13F-HR
Q1 2023Mar 31, 2023Aug 16, 20241,238$2.2B13F-HR
Q4 2022Dec 31, 2022Aug 16, 20241,208$2.1B13F-HR
Q3 2022Sep 30, 2022Aug 16, 20241,211$2.0B13F-HR
Q2 2022Jun 30, 2022Aug 16, 20241,223$2.1B13F-HR
Q1 2022Mar 31, 2022Aug 16, 20241,265$2.3B13F-HR
Q4 2021Dec 31, 2021Aug 16, 20241,159$2.4B13F-HR
Q3 2021Sep 30, 2021Aug 16, 20241,211$2.3B13F-HR
Q2 2021Jun 30, 2021Aug 16, 20241,219$2.3B13F-HR
Q1 2021Mar 31, 2021Aug 16, 20241,165$2.1B13F-HR
Q4 2020Dec 31, 2020Aug 16, 20241,142$2.0B13F-HR
Q3 2020Sep 30, 2020Aug 16, 20241,111$1.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.