Fund HoldingsTD Capital Management LLC

Total Portfolio Value
$1.22B
Total Bought
$122.07M
Total Sold
$110.51M
Net Transaction
+$11.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR01,275,016+1,275,0160209,44717.12%+209,447
SPDR SERIES TRUST
ST STR PR SP1500
0156,894+156,894014,2441.16%+14,244
ISHARES TR
MSCI USA MIN ETF
0126,855+126,855012,2361.00%+12,236
VANGUARD INDEX FDS0254,520+254,520094,1827.70%+94,182
PGIM ETF TR
PGIM ULTRA SH BD
186,490362,454+175,9649,23117,9601.47%+8,728
SPDR SERIES TRUST
ST STR P500ETF
093,143+93,14308,1850.67%+8,185
ISHARES TR080,455+80,455060,2524.92%+60,252
VANGUARD MALVERN FDS081,727+81,72706,2390.51%+6,239
VANGUARD INDEX FDS0460,518+460,518039,6693.24%+39,669
VANGUARD MALVERN FDS31,728111,119+79,3912,4558,5820.70%+6,127
VANGUARD INDEX FDS41,73844,414+2,67624,94030,5042.49%+5,563
ISHARES TR
MSCI USA QLT FCT
0192,166+192,166042,1673.45%+42,167
VANGUARD SPECIALIZED FUNDS0186,771+186,771044,1943.61%+44,194
VANGUARD INDEX FDS088,001+88,001030,2642.47%+30,264
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
411,891485,392+73,50119,39222,7841.86%+3,392
VANGUARD MUN BD FDS043,473+43,47303,3310.27%+3,331
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
0168,722+168,722015,2021.24%+15,202
VANGUARD MUN BD FDS037,900+37,90002,8960.24%+2,896
VANGUARD INDEX FDS137,633136,583-1,05027,00429,7662.43%+2,762
PIMCO ETF TR
ACTIVE BD ETF
126,066153,482+27,41611,63314,1531.16%+2,519
J P MORGAN EXCHANGE TRADED F
SHORT DURA CORE
321,942372,471+50,52915,22817,5601.44%+2,332
VANGUARD BD INDEX FDS
VANGUARD ULTRA
074,765+74,76503,7220.30%+3,722
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
314,942346,384+31,44215,68717,2431.41%+1,556
VANGUARD INDEX FDS039,255+39,25509,6650.79%+9,665
VANGUARD INDEX FDS40,80540,087-71810,68812,1510.99%+1,463
WISDOMTREE TR(WT)0137,069+137,069013,1071.07%+13,107
SPDR SERIES TRUST
ST STR SP600 SML
022,117+22,11701,2750.10%+1,275
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
013,140+13,14003,9810.33%+3,981
INVESCO EXCH TRADED FD TR II16,02718,593+2,5661,7973,0040.25%+1,207
ISHARES TR060,154+60,15409,4420.77%+9,442
APPLE INC(AAPL)022,979+22,97906,6490.54%+6,649
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
38,66545,458+6,7932,6403,6850.30%+1,045
WORLD GOLD TR(GLDM)014,861+14,86101,1800.10%+1,180
ISHARES TR
CORE MSCI TOTAL
160,034155,513-4,52113,86514,8421.21%+977
SCHWAB STRATEGIC TR46,77175,924+29,1531,4352,4080.20%+973
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
112,837130,289+17,4525,6416,6000.54%+959
VANGUARD INDEX FDS0129,727+129,727010,4520.85%+10,452
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
061,575+61,57504,4510.36%+4,451
PIMCO ETF TR
INTER MUN BD ACT
155,686169,014+13,3288,1258,8900.73%+765
WISDOMTREE TR(WT)049,781+49,78103,2870.27%+3,287
VANGUARD STAR FDS66,56267,370+8085,1335,7590.47%+627
PIMCO ETF TR
ENHAN SHRT MA AC
0254,494+254,494025,6562.10%+25,656
CALAMOS ETF TR
LADD S&P 500 ETF
018,452+18,45205150.04%+515
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
263,719273,341+9,62213,76314,2661.17%+502
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
018,113+18,11301,6270.13%+1,627
WISDOMTREE TR(WT)09,999+9,99904620.04%+462
J P MORGAN EXCHANGE TRADED F
U S TEC LEA ETF
03,639+3,63904060.03%+406
SELECT SECTOR SPDR TR
ST STR REAL ETF
09,157+9,15704030.03%+403
KRANESHARES TRUST07,383+7,38303460.03%+346
FEDEX FGHT HLDG CO INC01,948+1,94802940.02%+294
PIMCO ETF TR
ENHNCD LW DUR AC
436,032440,019+3,98741,78142,0703.44%+290
SPDR SERIES TRUST
ST STR PFD ETF
09,159+9,15902800.02%+280
NVIDIA CORPORATION(NVDA)012,400+12,40002,4810.20%+2,481
GRANITESHARES ETF TR
NASD SEL DIS ETF
03,677+3,67702280.02%+228
INTEL CORP(INTC)2,4802,326-1541093250.03%+215
AMAZON COM INC(AMZN)06,481+6,48101,5450.13%+1,545
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,188+1,18801890.02%+189
ISHARES TR9,2018,971-2301,1441,3310.11%+187
SCHWAB STRATEGIC TR04,461+4,46102350.02%+235
SELECT SECTOR SPDR TR
ST STR UTIL ETF
04,062+4,06201840.02%+184
PIMCO ETF TR
MTG BKD SECS ACT
2,3095,837+3,5281152880.02%+174
ISHARES TR01,153+1,15301640.01%+164
GOLDMAN SACHS ETF TR03,237+3,23701640.01%+164
SELECT SECTOR SPDR TR
ST STR STAPL ETF
01,926+1,92601600.01%+160
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
04,365+4,36501590.01%+159
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
010,400+10,40001,1740.10%+1,174
ISHARES TR
CORE DIV GRWTH
33,08732,542-5452,3222,4660.20%+144
MICRON TECHNOLOGY INC(MU)0180+18002080.02%+208
SPDR SERIES TRUST
ST STR SP DIV
0875+87501330.01%+133
CATERPILLAR INC(CAT)550487-633905190.04%+129
GE AEROSPACE(GE)01,277+1,27704770.04%+477
GOLDMAN SACHS ETF TR06,718+6,71809530.08%+953
WD 40 CO(WDFC)2,7952,79505706810.06%+111
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
444926+482731780.01%+105
SELECT SECTOR SPDR TR
ST STR ENERG ETF
01,871+1,8710990.01%+99
SIMMONS FIRST NATL CORP(SFNC)28,59728,895+2985566540.05%+98
BLACKROCK CAP ALLOCATION TER(BCAT)35,66337,467+1,8045045970.05%+93
UNUM GROUP(UNM)05,657+5,65705060.04%+506
GE VERNOVA INC(GEV)305306+12673590.03%+92
INVESCO QQQ TR0458+45803370.03%+337
PACER FDS TR
DATA & DIGI REVO
0811+8110870.01%+87
BROADCOM INC(AVGO)01,341+1,34105070.04%+507
ALPHABET INC(GOOG)01,594+1,59405630.05%+563
SELECT SECTOR SPDR TR
ST STR FINL ETF
01,493+1,4930800.01%+80
CISCO SYS INC(CSCO)01,963+1,96302310.02%+231
TESLA INC(TSLA)01,550+1,55006520.05%+652
ALPHABET INC(GOOG)01,297+1,29704630.04%+463
BANK OF NY MELLON CORP02,803+2,80304050.03%+405
ADVANCED MICRO DEVICES INC(AMD)1901900391100.01%+72
PIMCO ETF TR
MULTISECTOR BD
22,56324,790+2,2275916570.05%+66
ISHARES TR
MSCI USA MMENTM
0734+73402520.02%+252
SPDR SERIES TRUST
ST SHOR CORP ETF
02,045+2,0450610.01%+61
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
01,387+1,3870590.00%+59
SPACE EXPLORATION TECHN CORP0334+3340570.00%+57
SPDR INDEX SHS FDS
ST STR EUROP ETF
01,022+1,0220560.00%+56
ISHARES TR01,328+1,32805440.04%+544
VISA INC(V)0536+53601840.02%+184
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,524+2,52405370.04%+537
SPDR SERIES TRUST
ST STR SP AERO
0181+1810510.00%+51
ISHARES TR02,870+2,87003560.03%+356
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