Arkolith/Funds/TD Private Client Wealth LLC

TD Private Client Wealth LLC

CIK 1551017Wealth platform
Holdings as of Mar 31, 2026·disclosed Apr 27, 2026·~27-day 13F lag·13F-HR
Active Filer

TD Private Client Wealth LLC holds a diversified book of 1647 stocks worth $4.8B as of Q1 2026 (disclosed Apr 27, 2026, a ~45-day 13F lag). This quarter they opened Vaneck Urani & Nuclr ETF-Usd and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 8% of the equity book.

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Use Arkolith to show TD PRIVATE CLIENT WEALTH LLC's latest
holdings, largest changes, and filing provenance.
Opened
131
new positions
Added to
672
existing
Trimmed
602
reduced
Sold out
111
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
40%
Top 20 holdings
53%

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

Direct sector allocation

25% mapped to company sectors

ETF / fund or unclassified
75%
Information Technology
7%
Financials
4%
Industrials
3%
Health Care
2%
Consumer Discretionary
2%
Utilities
1%
Energy
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

Holdings: largest first

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

1,647 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
EXCHANGE TRADED FUND
$399.4M5.22M
8.3%
▲+6.1%
Added · +301K sh
2Ishares TR
EXCHANGE TRADED FUND
$307.3M3.39M
6.4%
▲+8.3%
Added · +262K sh
3Vanguard Scottsdale FDS
EXCHANGE TRADED FUND
$248.3M5.29M
5.2%
▲+6.6%
Added · +330K sh
4SPDR S&P 500 ETF TR
EXCHANGE TRADED FUND
$197.6M303.8K
4.1%
▼−1.5%
Reduced · −5K sh
5Ishares TR
EXCHANGE TRADED FUND
$187.2M8.17M
3.9%
▲+9.3%
Added · +696K sh
6Ishares TR
EXCHANGE TRADED FUND
$131.3M1.87M
2.7%
▲+8.6%
Added · +148K sh
7Ishares TR
EXCHANGE TRADED FUND
$125.4M2.36M
2.6%
▲+14%
Added · +282K sh
8Vanguard Scottsdale FDS
EXCHANGE TRADED FUND
$121.2M2.07M
2.5%
▲+15%
Added · +278K sh
9Vanguard Index FDS
EXCHANGE TRADED FUND
$120.1M583.4K
2.5%
▲+13%
Added · +66K sh
10Vanguard Admiral FDS Inc
EXCHANGE TRADED FUND
$108.8M267.0K
2.3%
▲+4.0%
Added · +10K sh
11Vanguard Specialized Funds
EXCHANGE TRADED FUND
$100.6M467.6K
2.1%
▼−0.3%
Reduced · −2K sh
12Ishares Inc
EXCHANGE TRADED FUND
$74.0M1.06M
1.5%
▲+26%
Added · +216K sh
13Ishares TR
EXCHANGE TRADED FUND
$68.6M831.2K
1.4%
▼−8.5%
Reduced · −77K sh
14Ishares TR
EXCHANGE TRADED FUND
$64.0M738.4K
1.3%
▲+5.4%
Added · +38K sh
15Ishares TR
EXCHANGE TRADED FUND
$56.5M581.3K
1.2%
▲+5.3%
Added · +29K sh
16Vanguard Scottsdale FDS
EXCHANGE TRADED FUND
$55.1M695.0K
1.1%
▲+9.7%
Added · +62K sh
17Ishares TR
EXCHANGE TRADED FUND
$51.9M987.7K
1.1%
▲+21%
Added · +172K sh
18Nvidia Corporation
COMMON STOCK
$50.1M287.0K
1.0%
▲+1.1%
Added · +3K sh
19Ishares TR
EXCHANGE TRADED FUND
$49.1M495.0K
1.0%
▲+0.6%
Added · +3K sh
20Ishares TR
EXCHANGE TRADED FUND
$48.7M410.8K
1.0%
▼−0.7%
Reduced · −3K sh
21Ishares TR
EXCHANGE TRADED FUND
$47.4M72.6K
1.0%
▲+11%
Added · +7K sh
22Vanguard Index FDS
EXCHANGE TRADED FUND
$46.3M77.4K
1.0%
▲+0.5%
Added · +352 sh
23Microsoft Corp
COMMON STOCK
$43.7M118.1K
0.9%
▼−2.5%
Reduced · −3K sh
24Ishares TR
EXCHANGE TRADED FUND
$42.8M100.3K
0.9%
▲+0.3%
Added · +267 sh
25Invesco QQQ TR
EXCHANGE TRADED FUND
$41.8M72.3K
0.9%
▲+2.7%
Added · +2K sh
26Apple Inc
COMMON STOCK
$41.3M162.8K
0.9%
▲+29%
Added · +37K sh
27Vanguard Index FDS
EXCHANGE TRADED FUND
$36.3M184.9K
0.8%
▼−5.8%
Reduced · −11K sh
28Vanguard Scottsdale FDS
EXCHANGE TRADED FUND
$31.8M290.3K
0.7%
▲+21%
Added · +50K sh
29Invesco Exch Traded FD TR II
EXCHANGE TRADED FUND
$31.8M284.0K
0.7%
▼−16%
Reduced · −56K sh
30Amazon Com Inc
COMMON STOCK
$31.4M150.8K
0.7%
▼−3.4%
Reduced · −5K sh
31Vanguard Index FDS
EXCHANGE TRADED FUND
$30.4M105.8K
0.6%
▲+8.9%
Added · +9K sh
32Vanguard Index FDS
EXCHANGE TRADED FUND
$29.5M67.5K
0.6%
▲+5.5%
Added · +3K sh
33Vanguard Scottsdale FDS
EXCHANGE TRADED FUND
$28.1M339.8K
0.6%
▲+4.9%
Added · +16K sh
34Ishares TR
EXCHANGE TRADED FUND
$27.1M364.7K
0.6%
▲+269%
Added · +266K sh
35Schwab Strategic TR
EXCHANGE TRADED FUND
$26.5M910.1K
0.5%
▲+7.7%
Added · +65K sh
36Alphabet Inc
COMMON STOCK
$26.2M91.1K
0.5%
▼−5.8%
Reduced · −6K sh
37Ishares TR
EXCHANGE TRADED FUND
$25.5M225.2K
0.5%
▼−1.8%
Reduced · −4K sh
38Ishares TR
EXCHANGE TRADED FUND
$24.0M96.9K
0.5%
▲+41%
Added · +28K sh
39Ishares TR
EXCHANGE TRADED FUND
$23.3M214.1K
0.5%
▼−0.5%
Reduced · −1K sh
40Schwab Strategic TR
EXCHANGE TRADED FUND
$22.7M739.9K
0.5%
▼−0.6%
Reduced · −4K sh
41Ishares TR
EXCHANGE TRADED FUND
$22.3M330.7K
0.5%
▲+0.6%
Added · +2K sh
42JPMorgan Chase & Co.
COMMON STOCK
$21.9M74.5K
0.5%
▼−11%
Reduced · −9K sh
43Pimco ETF TR
EXCHANGE TRADED FUND
$21.2M227.4K
0.4%
▲+14%
Added · +29K sh
44Broadcom Inc
COMMON STOCK
$20.3M65.7K
0.4%
▲+1.2%
Added · +791 sh
45Ishares TR
EXCHANGE TRADED FUND
$20.2M473.9K
0.4%
▲+3.0%
Added · +14K sh
46Ishares TR
EXCHANGE TRADED FUND
$19.4M90.8K
0.4%
▼−42%
Reduced · −65K sh
47Chevron Corp New
COMMON STOCK
$19.2M92.8K
0.4%
▲+16%
Added · +13K sh
48Meta Platforms Inc
COMMON STOCK
$19.1M33.4K
0.4%
▼−3.2%
Reduced · −1K sh
49Ishares TR
EXCHANGE TRADED FUND
$18.1M50.7K
0.4%
▲+26%
Added · +11K sh
50SPDR Gold TR
EXCHANGE TRADED FUND
$17.7M41.2K
0.4%
▼−11%
Reduced · −5K sh
Showing 50 of 1,647 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
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
Q2 2020Jun 30, 2020Aug 16, 20241,102$1.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.