TD Capital Management LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, TD Capital Management LLC maintained a portfolio of 926 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 0.1%. The fund also reduced its exposure to WISDOMTREE TR by 20.5%.
PCA Score Concentration Risk
Risk ENB
Total Positions
926
Quarter
2026 Q1
Top Holding
ITOT (17.2%)
Top 10 Concentration
53.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 926
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ITOT
ISHARES TR
ETF 17.17% 17.89% #1
Prev: #1
6.5 -16,125 -1.2%
P
S
1,339,942 $190,848,002 2013 Q4 13F Filing 2026-03-31 2026-05-11
VTI
VANGUARD INDEX ...
ETF 7.44% 7.66% #2
Prev: #2
5.0 186 0.1%
P
S
257,701 $82,673,012 2012 Q4 13F Filing 2026-03-31 2026-05-11
BSV
VANGUARD BD IND...
Bond/Debt 4.90% 4.95% #3
Prev: #3
3.5 -13,122 -1.9%
P
S
694,812 $54,480,243 2009 Q4 13F Filing 2026-03-31 2026-05-11
IVV
ISHARES TR
ETF 4.73% 4.78% #4
Prev: #4
2.9 1,809 2.3%
P
S
80,430 $52,537,638 2009 Q4 13F Filing 2026-03-31 2026-05-11
LDUR
PIMCO ETF TR
ETF 3.76% 3.67% #5
Prev: #5
2.5 4,672 1.1%
P
S
436,032 $41,780,631 2014 Q3 13F Filing 2026-03-31 2026-05-11
VIG
VANGUARD SPECIA...
ETF 3.62% 3.67% #6
Prev: #6
1.9 -1,046 -0.6%
P
S
187,074 $40,232,169 2009 Q4 13F Filing 2026-03-31 2026-05-11
BND
VANGUARD BD IND...
ETF 3.50% 3.44% #7 1
Prev: #8
1.9 4,033 0.8%
P
S
527,933 $38,876,971 2009 Q4 13F Filing 2026-03-31 2026-05-11
QUAL
ISHARES TR
ETF 3.39% 3.50% #8 1
Prev: #7
1.9 -2,381 -1.2%
P
S
196,375 $37,666,639 2015 Q2 13F Filing 2026-03-31 2026-05-11
VUG
VANGUARD INDEX ...
Warrant 3.01% 3.34% #9
Prev: #9
1.7 -363 -0.5%
P
S
76,716 $33,508,842 2009 Q4 13F Filing 2026-03-31 2026-05-11
VTV
VANGUARD INDEX ...
ETF 2.43% 2.33% #10 2
Prev: #12
1.5 -102 -0.1%
P
S
137,633 $27,003,515 2009 Q4 13F Filing 2026-03-31 2026-05-11
VV
VANGUARD INDEX ...
ETF 2.37% 2.47% #11 1
Prev: #10
1.4 -359 -0.4%
P
S
88,071 $26,320,030 2009 Q4 13F Filing 2026-03-31 2026-05-11
AGG
ISHARES TR
ETF 2.34% 2.34% #12 1
Prev: #11
1.4 -2,136 -0.8%
P
S
261,814 $25,990,283 2012 Q4 13F Filing 2026-03-31 2026-05-11
MINT
PIMCO ETF TR
ETF 2.25% 2.28% #13
Prev: #13
1.4 -6,872 -2.7%
P
S
248,898 $25,031,681 2010 Q1 13F Filing 2026-03-31 2026-05-11
VOO
VANGUARD INDEX ...
ETF 2.24% 2.13% #14
Prev: #14
2.9 3,446 9.0%
P
S
41,738 $24,940,467 2016 Q4 13F Filing 2026-03-31 2026-05-11
SMMU
PIMCO ETF TR
ETF 1.83% 1.71% #15
Prev: #15
2.7 19,897 5.2%
P
S
402,850 $20,323,767 2010 Q1 13F Filing 2026-03-31 2026-05-11
JCPB
J P MORGAN EXCH...
ETF 1.74% 1.66% #16
Prev: #16
1.2 15,986 4.0%
P
S
411,891 $19,391,843 2023 Q2 13F Filing 2026-03-31 2026-05-11
AZO
AUTOZONE INC
Consumer Cyclical 1.52% 1.51% #17
Prev: #17
1.6 no change no change
P
S
5,016 $16,942,944 2009 Q4 13F Filing 2026-03-31 2026-05-11
LMBS
FIRST TR EXCHAN...
ETF 1.41% 1.36% #18
Prev: #18
1.1 7,575 2.5%
P
S
314,942 $15,687,277 2018 Q3 13F Filing 2026-03-31 2026-05-11
JSCP
J P MORGAN EXCH...
ETF 1.37% 1.18% #19 2
Prev: #21
2.5 41,619 14.8%
P
S
321,942 $15,227,874 2024 Q3 13F Filing 2026-03-31 2026-05-11
IXUS
ISHARES TR
ETF 1.25% 1.23% #20 1
Prev: #19
1.0 -3,600 -2.2%
P
S
160,034 $13,865,341 2013 Q1 13F Filing 2026-03-31 2026-05-11
JPLD
J P MORGAN EXCH...
Unknown 1.24% 1.17% #21 1
Prev: #22
2.5 12,760 5.1%
P
S
263,719 $13,763,476 2024 Q3 13F Filing 2026-03-31 2026-05-11
JPST
J P MORGAN EXCH...
ETF 1.22% 1.20% #22 2
Prev: #20
1.0 1,657 0.6%
P
S
268,412 $13,584,357 2018 Q3 13F Filing 2026-03-31 2026-05-11
SPHQ
INVESCO EXCHANG...
ETF 1.10% 1.09% #23 1
Prev: #24
0.9 -791 -0.5%
P
S
162,354 $12,207,410 2021 Q3 13F Filing 2026-03-31 2026-05-11
USMV
ISHARES TR
ETF 1.10% 1.13% #24 1
Prev: #23
0.9 -4,154 -3.1%
P
S
131,500 $12,195,284 2015 Q1 13F Filing 2026-03-31 2026-05-11
SUB
ISHARES TR
ETF 1.06% 1.05% #25 1
Prev: #26
0.9 634 0.6%
P
S
111,051 $11,826,944 2014 Q3 13F Filing 2026-03-31 2026-05-11
DGRW
WISDOMTREE TR
ETF 1.06% 1.07% #26 1
Prev: #25
0.9 -686 -0.5%
P
S
133,853 $11,757,669 2020 Q1 13F Filing 2026-03-31 2026-05-11
BOND
PIMCO ETF TR
ETF 1.05% 0.96% #27 2
Prev: #29
2.4 9,836 8.5%
P
S
126,066 $11,633,357 2021 Q4 13F Filing 2026-03-31 2026-05-11
SPTM
SPDR SERIES TRU...
ETF 1.03% 1.03% #28
Prev: #28
0.9 3,962 2.8%
P
S
144,319 $11,409,890 2023 Q1 13F Filing 2026-03-31 2026-05-11
JMST
J P MORGAN EXCH...
ETF 1.01% 1.04% #29 2
Prev: #27
0.9 -10,490 -4.6%
P
S
219,850 $11,207,961 2019 Q3 13F Filing 2026-03-31 2026-05-11
VB
VANGUARD INDEX ...
ETF 0.96% 0.94% #30
Prev: #30
0.9 -275 -0.7%
P
S
40,805 $10,687,756 2009 Q4 13F Filing 2026-03-31 2026-05-11
VO
VANGUARD INDEX ...
ETF 0.86% 0.86% #31
Prev: #31
0.8 -113 -0.3%
P
S
33,232 $9,543,690 2009 Q4 13F Filing 2026-03-31 2026-05-11
PULS
PGIM ETF TR
ETF 0.83% 0.73% #32 3
Prev: #35
2.3 21,152 12.8%
P
S
186,490 $9,231,254 2023 Q4 13F Filing 2026-03-31 2026-05-11
ACWI
ISHARES TR
ETF 0.75% 0.75% #33 1
Prev: #32
0.8 -69 -0.1%
P
S
59,933 $8,292,943 2009 Q4 13F Filing 2026-03-31 2026-05-11
FTCS
FIRST TR EXCHAN...
ETF 0.74% 0.73% #34
Prev: #34
0.8 -98 -0.1%
P
S
88,822 $8,239,141 2019 Q4 13F Filing 2026-03-31 2026-05-11
FBND
FIDELITY MERRIM...
ETF 0.74% 0.72% #35 1
Prev: #36
0.8 4,512 2.6%
P
S
180,278 $8,224,262 2023 Q3 13F Filing 2026-03-31 2026-05-11
VXF
VANGUARD INDEX ...
ETF 0.73% 0.75% #36 3
Prev: #33
0.8 -858 -2.1%
P
S
39,586 $8,146,720 2009 Q4 13F Filing 2026-03-31 2026-05-11
MUNI
PIMCO ETF TR
Bond/Debt 0.73% 0.65% #37 1
Prev: #38
2.3 16,958 12.2%
P
S
155,686 $8,125,239 2010 Q2 13F Filing 2026-03-31 2026-05-11
FTSM
FIRST TR EXCHAN...
ETF 0.69% 0.71% #38 1
Prev: #37
0.8 -4,751 -3.6%
P
S
128,667 $7,691,725 2019 Q3 13F Filing 2026-03-31 2026-05-11
USFR
WISDOMTREE TR
ETF 0.51% 0.64% #39
Prev: #39
0.2 -29,393 -20.5%
P
S
113,656 $5,721,457 2022 Q3 13F Filing 2026-03-31 2026-05-11
JMUB
J P MORGAN EXCH...
ETF 0.51% 0.40% #40 2
Prev: #42
2.7 23,114 25.8%
P
S
112,837 $5,640,705 2024 Q4 13F Filing 2026-03-31 2026-05-11
AAPL
APPLE INC
Technology 0.50% 0.51% #41 1
Prev: #40
0.7 780 3.7%
P
S
21,966 $5,574,848 2009 Q4 13F Filing 2026-03-31 2026-05-11
VXUS
VANGUARD STAR F...
Bond/Debt 0.46% 0.45% #42 1
Prev: #41
0.7 -390 -0.6%
P
S
66,562 $5,132,599 2018 Q3 13F Filing 2026-03-31 2026-05-11
VTEB
VANGUARD MUN BD...
ETF 0.40% 0.40% #43
Prev: #43
0.7 -1,292 -1.4%
P
S
88,654 $4,422,964 2021 Q2 13F Filing 2026-03-31 2026-05-11
MUB
ISHARES TR
ETF 0.37% 0.36% #44 1
Prev: #45
0.6 173 0.5%
P
S
38,334 $4,069,194 2009 Q4 13F Filing 2026-03-31 2026-05-11
JQUA
J P MORGAN EXCH...
ETF 0.32% 0.32% #45 1
Prev: #46
0.6 1,584 2.8%
P
S
58,307 $3,575,410 2023 Q2 13F Filing 2026-03-31 2026-05-11
SPLG
SPDR SERIES TRU...
ETF 0.31% 0.12% #46 14
Prev: #60
3.1 28,594 168.7%
P
S
45,546 $3,486,094 2025 Q4 13F Filing 2026-03-31 2026-05-11
MSFT
MICROSOFT CORP
Technology 0.29% 0.38% #47 3
Prev: #44
0.6 -50 -0.6%
P
S
8,821 $3,265,099 2009 Q4 13F Filing 2026-03-31 2026-05-11
QQQM
INVESCO EXCH TR...
ETF 0.25% 0.25% #48
Prev: #48
2.1 637 5.8%
P
S
11,570 $2,749,336 2021 Q3 13F Filing 2026-03-31 2026-05-11
RDVY
FIRST TR EXCHAN...
ETF 0.24% 0.19% #49 5
Prev: #54
2.6 7,813 25.3%
P
S
38,665 $2,640,063 2021 Q4 13F Filing 2026-03-31 2026-05-11
QGRW
WISDOMTREE TR
Unknown 0.23% 0.24% #50 1
Prev: #49
2.1 2,872 6.2%
P
S
48,829 $2,608,930 2024 Q2 13F Filing 2026-03-31 2026-05-11
Showing 1-50 of 926 holdings

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