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Bob Begun

Td Private Client Wealth Llc

Assets Managed
$4.822B
Holdings
1649
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
2.72%(2Q avg: 4.23%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Td Private Client Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1649 positions.

Assets under management

The assets under management (AUM) of Td Private Client Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.822B in assets, with a quarterly growth rate of 2.72% and a 2-quarter average growth rate of 4.23%. The portfolio is managed by Bob Begun, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 6.13%
8.29%
$399.442M
5.219M shares@ $76.55 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 8.36%
6.38%
$307.288M
3.394M shares@ $90.53 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 6.65%
5.16%
$248.327M
5.289M shares@ $46.95 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.54%
4.1%
$197.575M
303,803 shares@ $650.34 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 9.32%
3.89%
$187.17M
8.17M shares@ $22.92 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 8.6%
2.73%
$131.274M
1.871M shares@ $70.18 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 13.62%
2.61%
$125.401M
2.356M shares@ $53.22 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 15.49%
2.52%
$121.193M
2.07M shares@ $58.54 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 12.76%
2.49%
$120.061M
583,386 shares@ $205.81 avg price
VOOG
Vanguard S&p 500 Growth Etf
Recent Activity
Increased 4.06%
2.26%
$108.844M
266,977 shares@ $407.69 avg price

1-10 of 1649