SEC Form 13F · Q1 2026

TD PRIVATE CLIENT WEALTH LLC

Institutional Holdings Report

13F-HRNY
$4.8B
Portfolio Value
1,649
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
TD PRIVATE CLIENT WEALTH LLC
CIK
1551017
Accession No.
0002052595-26-000059
Location
NEW YORK, NY
Form Type
13F-HR
Portfolio Value
$4.8B
Holdings Reported
1,649
Reporting Period
Q1 2026
Filed
April 27, 2026

About this Filing

TD PRIVATE CLIENT WEALTH LLC is an institutional investment manager based in NEW YORK, NY reporting approximately $4.8B in 13(f) securities across 1,649 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.