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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $38.0B AUM 2,405 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 229 New 827 Added 583 Reduced 131 Exited
Page 4 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WISDOMTREE TR 1,050.0 $40K NEW $37.82
62 AYA GOLD & SILVER INC 2,040.0 $39K NEW $19.10
63 XT ISHARES TR 465.0 $38K NEW $82.41 +0.9%
64 VBIL VANGUARD INSTL INDEX FD 490.0 $37K NEW $75.47 +0.2%
65 BTCO INVESCO GALAXY BITCOIN ETF Financial Services 600.0 $35K NEW $58.40 +9.5%
66 GMO ETF TRUST 912.0 $34K NEW $37.39
67 WANT DIREXION SHARES ETF TRUST 750.0 $33K NEW $43.75 -6.2%
68 UPAR TIDAL TRUST I 2,000.0 $32K NEW $16.05 +0.4%
69 DFAI DIMENSIONAL ETF TRUST 780.0 $32K NEW $41.08 +5.6%
70 ORBX GLOBAL X FDS 590.0 $32K NEW $53.50 -9.8%
71 KEEL KEEL INFRASTRUCTURE CORP Technology 5,209.0 $28K NEW $5.38 -29.9%
72 SPDW SPDR INDEX SHS FDS 550.0 $27K NEW $49.76 +4.9%
73 REXC SPROTT FDS TR 1,366.0 $27K NEW $19.41 -1.5%
74 PROSHARES TR II 700.0 $25K NEW $35.50
75 JBHT HUNT J B TRANS SVCS INC Industrials 83.0 $24K NEW $289.95 -2.3%
76 LFUS LITTELFUSE INC Technology 47.0 $21K NEW $440.00 +7.2%
77 UMMA LISTED FDS TR 513.0 $20K NEW $38.05 -0.4%
78 CRBN ISHARES TR 76.0 $19K NEW $251.36 +3.7%
79 TRULIEVE CANNABIS CORP 1,923.0 $18K NEW $9.49
80 DX DYNEX CAP INC Real Estate 1,400.0 $18K NEW $12.96 +0.8%
Page 4 of 12  ·  229 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.7%
Technology 17.7%
Energy 10.8%
Industrials 6.7%
Basic Materials 5.8%
Communication Services 5.6%
Consumer Cyclical 5.5%
Healthcare 4.2%
Utilities 3.4%
Consumer Defensive 2.3%