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TD Capital Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1483824

$1.22B

disclosed book value

797

positions

17.1%

largest position share

Positions, as of 2026-06-30

top 100 of 797 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ITOTISHARES TR1.3M$209.4M17.1%
2VTIVANGUARD INDEX FDS254,520$94.2M7.7%
3IVVISHARES TR80,455$60.3M4.9%
4BSVVANGUARD BD INDEX FDS633,341$49.3M4%
5VIGVANGUARD SPECIALIZED FUNDS186,771$44.2M3.6%
6QUALISHARES TR192,166$42.2M3.4%
7LDURPIMCO ETF TR440,019$42.1M3.4%
8VUGVANGUARD INDEX FDS460,518$39.7M3.2%
9BNDVANGUARD BD INDEX FDS470,368$34.5M2.8%
10VOOVANGUARD INDEX FDS44,414$30.5M2.5%
11VVVANGUARD INDEX FDS88,001$30.3M2.5%
12VTVVANGUARD INDEX FDS136,583$29.8M2.4%
13MINTPIMCO ETF TR254,494$25.7M2.1%
14AGGISHARES TR235,271$23.3M1.9%
15JCPBJ P MORGAN EXCHANGE TRADED F485,392$22.8M1.9%
16SMMUPIMCO ETF TR401,878$20.3M1.7%
17PULSPGIM ETF TR362,454$18.0M1.5%
18JSCPJ P MORGAN EXCHANGE TRADED F372,471$17.6M1.4%
19LMBSFIRST TR EXCHANGE-TRADED FD346,384$17.2M1.4%
20AZOAUTOZONE INC5,112$16.3M1.3%
21SPHQINVESCO EXCHANGE TRADED FD T168,722$15.2M1.2%
22IXUSISHARES TR155,513$14.8M1.2%
23JPLDJ P MORGAN EXCHANGE TRADED F273,341$14.3M1.2%
24SPTMSPDR SERIES TRUST156,894$14.2M1.2%
25BONDPIMCO ETF TR153,482$14.2M1.2%
26DGRWWISDOMTREE TR137,069$13.1M1.1%
27JPSTJ P MORGAN EXCHANGE TRADED F247,217$12.5M1%
28USMVISHARES TR126,855$12.2M1%
29VBVANGUARD INDEX FDS40,087$12.2M1%
30VOVANGUARD INDEX FDS129,727$10.5M0.9%
31SUBISHARES TR96,298$10.3M0.8%
32JMSTJ P MORGAN EXCHANGE TRADED F198,650$10.1M0.8%
33VXFVANGUARD INDEX FDS39,255$9.7M0.8%
34ACWIISHARES TR60,154$9.4M0.8%
35MUNIPIMCO ETF TR169,014$8.9M0.7%
36VCRBVANGUARD MALVERN FDS111,119$8.6M0.7%
37SPYMSPDR SERIES TRUST93,143$8.2M0.7%
38FBNDFIDELITY MERRIMACK STR TR169,841$7.7M0.6%
39FTCSFIRST TR EXCHANGE-TRADED FD80,980$7.6M0.6%
40AAPLAPPLE INC22,979$6.6M0.5%
41JMUBJ P MORGAN EXCHANGE TRADED F130,289$6.6M0.5%
42VANGUARD MALVERN FDS81,727$6.2M0.5%
43FTSMFIRST TR EXCHANGE-TRADED FD102,913$6.1M0.5%
44VXUSVANGUARD STAR FDS67,370$5.8M0.5%
45JQUAJ P MORGAN EXCHANGE TRADED F61,575$4.5M0.4%
46QQQMINVESCO EXCH TRADED FD TR II13,140$4.0M0.3%
47MUBISHARES TR36,931$4.0M0.3%
48VTEBVANGUARD MUN BD FDS77,736$3.9M0.3%
49VUSBVANGUARD BD INDEX FDS74,765$3.7M0.3%
50RDVYFIRST TR EXCHANGE TRADED FD45,458$3.7M0.3%
51VANGUARD MUN BD FDS43,473$3.3M0.3%
52QGRWWISDOMTREE TR49,781$3.3M0.3%
53MSFTMICROSOFT CORP8,636$3.2M0.3%
54SPMOINVESCO EXCH TRADED FD TR II18,593$3.0M0.2%
55USFRWISDOMTREE TR58,030$2.9M0.2%
56VANGUARD MUN BD FDS37,900$2.9M0.2%
57NVDANVIDIA CORPORATION12,400$2.5M0.2%
58DGROISHARES TR32,542$2.5M0.2%
59SCHDSCHWAB STRATEGIC TR75,924$2.4M0.2%
60WMTWALMART INC18,656$2.1M0.2%
61ISTBISHARES TR42,999$2.1M0.2%
62KOCOCA COLA CO24,319$2.0M0.2%
63TSCOTRACTOR SUPPLY CO55,545$1.8M0.1%
64CIBRFIRST TR EXCHANGE-TRADED FD18,113$1.6M0.1%
65AMZNAMAZON COM INC6,481$1.5M0.1%
66IJRISHARES TR8,971$1.3M0.1%
67SPSMSPDR SERIES TRUST22,117$1.3M0.1%
68FDXFEDEX CORP3,907$1.2M0.1%
69GLDMWORLD GOLD TR14,861$1.2M0.1%
70XMHQINVESCO EXCHANGE TRADED FD T10,400$1.2M0.1%
71GSLCGOLDMAN SACHS ETF TR6,718$953,1570.1%
72EXMOCEXXON MOBIL CORP6,614$904,2880.1%
73IEFAISHARES TR8,736$843,6850.1%
74WDFCWD 40 CO2,795$681,0890.1%
75PYLDPIMCO ETF TR24,790$657,4410.1%
76SFNCSIMMONS FIRST NATL CORP28,895$654,4690.1%
77TSLATESLA INC1,550$651,9300.1%
78BLACKROCK CAP ALLOCATION TER37,467$596,8550%
79METAMETA PLATFORMS INC1,026$577,6960%
80GOOGALPHABET INC1,594$563,1740%
81IWBISHARES TR1,328$543,7070%
82RSPINVESCO EXCHANGE TRADED FD T2,524$537,0310%
83CATCATERPILLAR INC487$519,0140%
84CALAMOS ETF TR18,452$515,1800%
85AVGOBROADCOM INC1,341$506,5610%
86UNMUNUM GROUP5,657$505,7360%
87NFLXNETFLIX INC.6,811$486,3050%
88BIVVANGUARD BD INDEX FDS6,297$482,9860%
89GEGE AEROSPACE1,277$477,1320%
90GOOGLALPHABET INC1,297$463,4720%
91WISDOMTREE TR9,999$461,7510%
92CVXCHEVRON CORPORATION2,502$414,6810%
93MRKMERCK & CO INC3,219$413,7050%
94PSXPHILLIPS 662,444$413,1440%
95JTEKJ P MORGAN EXCHANGE TRADED F3,639$405,9360%
96BNYBANK OF NY MELLON CORP2,803$405,3990%
97XLRESELECT SECTOR SPDR TR9,157$403,2010%
98VEUVANGUARD INTL EQUITY INDEX F4,791$401,2820%
99IJHISHARES TR5,080$391,7420%
100IWDISHARES TR1,610$390,3200%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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