13F Filings History of TD Capital Management LLC

Latest 13F report
Q3 2025 - 24 Nov 2025
Value $
$1,110,414,123
Signature - Title
Lee Lacy - Chief Compliance Officer
Location
Memphis, TN
Summary
This page shows a list of all the recent 13F filings made by TD Capital Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TD Capital Management LLC reported 685 stock holdings with total value $1,110,414,123 as of Q3 2025. Top holdings included ITOT, VTI, BSV, IVV, and LDUR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 685 $1,110,414,123 +$25,846,349 -$28,108,280 -$2,261,931 ITOT, VTI, BSV, IVV, LDUR 13F-HR 24 Nov 2025, 16:49
Q2 2025 691 $1,059,631,595 +$28,319,032 -$12,109,390 +$16,209,642 ITOT, VTI, BSV, IVV, LDUR 13F-HR 08 Aug 2025, 10:05
Q1 2025 694 $987,404,526 +$33,673,620 -$12,717,620 +$20,956,000 ITOT, VTI, BSV, IVV, LDUR 13F-HR 14 May 2025, 13:23
Q4 2024 584 $984,260,179 +$23,363,236 -$34,614,243 -$11,251,007 ITOT, VTI, BSV, IVV, LDUR 13F-HR 05 Feb 2025, 12:41
Q3 2024 456 $998,788,547 +$17,487,365 -$20,026,760 -$2,539,395 ITOT, VTI, BSV, IVV, LDUR 13F-HR 08 Nov 2024, 13:31
Q2 2024 435 $956,173,646 +$28,688,214 -$21,746,124 +$6,942,090 ITOT, VTI, BSV, IVV, LDUR 13F-HR 05 Aug 2024, 12:45
Q1 2024 531 $937,923,174 +$40,130,191 -$28,698,871 +$11,431,320 ITOT, VTI, BSV, IVV, MINT Restatement 13 May 2024, 16:08
Q4 2023 413 $876,099,228 +$18,778,862 -$21,862,768 -$3,083,906 ITOT, VTI, BSV, MINT, IVV 13F-HR 12 Feb 2024, 16:21
Q3 2023 443 $816,184,239 +$23,452,582 -$20,812,891 +$2,639,691 ITOT, VTI, BSV, MINT, IVV 13F-HR 09 Nov 2023, 12:26
Q2 2023 418 $837,004,449 +$23,395,794 -$26,825,526 -$3,429,732 ITOT, VTI, BSV, MINT, IVV 13F-HR 16 Aug 2023, 15:53
Q1 2023 409 $807,427,878 +$19,578,616 -$9,105,795 +$10,472,821 ITOT, BSV, VTI, MINT, AGG 13F-HR 02 May 2023, 16:03
Q4 2022 383 $764,277,209 +$32,322,570 -$26,493,273 +$5,829,297 ITOT, BSV, VTI, MINT, AGG 13F-HR 15 Feb 2023, 13:31
Q3 2022 332 $720,551,000 +$46,584,461 -$30,527,173 +$16,057,288 ITOT, BSV, MINT, AGG, VTI 13F-HR 09 Nov 2022, 14:04
Q2 2022 84 $737,973,000 +$19,831,665 -$26,025,336 -$6,193,671 ITOT, BSV, MINT, AGG, VTI 13F-HR 11 Aug 2022, 16:52
Q1 2022 93 $837,589,000 +$23,305,314 -$17,539,965 +$5,765,349 ITOT, BSV, AGG, MINT, VTI 13F-HR 18 May 2022, 16:03
Q4 2021 363 $886,196,010 +$36,174,996 -$10,656,194 +$25,518,802 ITOT, BSV, MINT, AGG, VTI 13F-HR 14 Feb 2022, 14:03
Q3 2021 350 $817,808,000 +$28,043,419 -$8,077,828 +$19,965,591 ITOT, BSV, AGG, MINT, IVV 13F-HR 09 Nov 2021, 15:45
Q2 2021 336 $801,536,000 +$20,030,438 -$8,927,045 +$11,103,393 ITOT, BSV, AGG, MINT, IVV 13F-HR 02 Aug 2021, 16:10
Q1 2021 312 $754,699,000 +$16,103,318 -$8,962,803 +$7,140,515 ITOT, BSV, AGG, MINT, IVV 13F-HR 10 May 2021, 15:17
Q4 2020 264 $724,631,000 +$21,825,466 -$12,158,940 +$9,666,526 ITOT, BSV, AGG, MINT, IVV 13F-HR 12 Feb 2021, 12:03
Q3 2020 246 $663,762,000 +$35,200,723 -$10,050,418 +$25,150,305 ITOT, BSV, AGG, MINT, IVV 13F-HR 13 Nov 2020, 11:49
Q2 2020 247 $609,461,000 +$7,083,578 -$9,086,091 -$2,002,513 ITOT, BSV, AGG, MINT, USMV 13F-HR 13 Aug 2020, 11:32
Q1 2020 226 $544,753,000 +$56,288,087 -$38,697,943 +$17,590,144 ITOT, BSV, AGG, MINT, USMV 13F-HR 07 May 2020, 12:18
Q4 2019 242 $612,504,000 +$61,542,523 -$34,216,085 +$27,326,438 ITOT, BSV, MINT, AGG, IXUS 13F-HR 05 Feb 2020, 09:25
Q3 2019 246 $558,867,000 +$71,598,173 -$7,490,476 +$64,107,697 ITOT, MINT, BSV, IXUS, AGG 13F-HR 12 Nov 2019, 15:03
Q2 2019 238 $492,697,000 +$11,182,300 -$3,850,838 +$7,331,462 ITOT, MINT, BSV, IXUS, IVV 13F-HR 09 Aug 2019, 13:29
Q1 2019 199 $474,540,000 +$41,211,903 -$12,819,258 +$28,392,645 ITOT, MINT, BSV, IXUS, IVV 13F-HR 14 May 2019, 18:21
Q4 2018 193 $405,653,000 +$81,422,897 -$24,917,254 +$56,505,643 ITOT, MINT, IXUS, BSV, IVV 13F-HR 06 Feb 2019, 11:05
Q3 2018 179 $387,751,000 +$28,983,675 -$24,243,542 +$4,740,133 ITOT, MINT, IXUS, IVV, USMV 13F-HR 09 Nov 2018, 10:54
Q2 2018 167 $365,145,000 +$22,602,453 -$7,974,398 +$14,628,055 ITOT, MINT, IVV, USMV, IXUS 13F-HR 07 Aug 2018, 13:59
Q1 2018 174 $347,758,011 +$18,012,590 -$29,581,139 -$11,568,549 ITOT, MINT, IVV, USMV, TOTL 13F-HR 11 May 2018, 15:35
Q4 2017 175 $365,054,000 +$5,841,064 -$3,765,324 +$2,075,740 ITOT, TOTL, MINT, IVV, USMV 13F-HR 09 Feb 2018, 11:00
Q3 2017 241 $346,804,000 +$5,485,572 -$4,085,233 +$1,400,339 ITOT, TOTL, MINT, IVV, USMV 13F-HR 13 Nov 2017, 08:57
Q2 2017 162 $335,126,000 +$7,492,814 -$5,182,785 +$2,310,029 TOTL, ITOT, MINT, IVV, USMV 13F-HR 11 Jul 2017, 14:53
Q1 2017 164 $339,554,000 +$24,510,922 -$16,669,506 +$7,841,416 MINT, TOTL, ITOT, IVV, USMV 13F-HR 10 May 2017, 12:52
Q4 2016 165 $326,055,000 +$9,089,260 -$12,507,700 -$3,418,440 MINT, USMV, TOTL, IVV, ITOT 13F-HR 07 Feb 2017, 09:46
Q3 2016 146 $332,587,000 +$25,329,162 -$4,053,821 +$21,275,341 MINT, TOTL, USMV, IVV, AZO 13F-HR 07 Nov 2016, 10:21
Q2 2016 159 $319,362,000 +$36,697,662 -$29,691,866 +$7,005,796 MINT, TOTL, USMV, IVV, QUAL 13F-HR 04 Aug 2016, 10:13
Q1 2016 132 $308,264,000 +$52,187,511 -$71,444,815 -$19,257,304 MINT, TOTL, USMV, NEAR, QUAL 13F-HR 10 May 2016, 14:34
Q4 2015 132 $322,746,000 +$21,414,161 -$25,208,104 -$3,793,943 MINT, USMV, IXUS, VTV, TOTL 13F-HR 08 Feb 2016, 16:52
Q3 2015 139 $326,575,000 +$97,633,689 -$137,001,241 -$39,367,552 MINT, IXUS, USMV, VTV, VIG 13F-HR 05 Nov 2015, 13:36
Q2 2015 148 $393,709,000 +$25,679,731 -$51,350,656 -$25,670,925 MINT, VTV, VBR, VIG, ACWI 13F-HR 20 Jul 2015, 10:51
Q1 2015 142 $426,030,000 +$28,667,376 -$47,339,648 -$18,672,272 MINT, VTV, VBR, ACWI, VIG 13F-HR 07 May 2015, 16:51
Q4 2014 147 $436,747,082 +$30,468,929 -$17,660,642 +$12,808,287 MINT, ACWI, VTV, GSYXXXX, VBR 13F-HR 20 Jan 2015, 09:02
Q3 2014 147 $439,822,000 +$52,504,399 -$45,811,657 +$6,692,742 MINT, ACWI, VTV, GSYXXXX, VIG 13F-HR 12 Nov 2014, 08:34
Q2 2014 153 $444,069,000 +$30,837,462 -$30,978,086 -$140,624 MINT, ACWI, GSYXXXX, VTV, EFV 13F-HR 05 Aug 2014, 12:46
Q1 2014 152 $434,410,000 +$135,248,303 -$95,491,029 +$39,757,274 MINT, ACWI, GSYXXXX, VTV, EFV 13F-HR 06 May 2014, 13:23
Q4 2013 152 $425,490,000 $0 ACWI, SDY, DWX, HYS, BSCE 13F-HR 13 Feb 2014, 12:12