Todd Wealth Management, LLC has filed its Form 13F-HR for the period ending September 30, 2026, disclosing a portfolio of 108 equity securities. The firm, led by Chief Executive Officer Todd A. Heath-Hazlett, reported the holdings as of the filing date of October 19, 2026.
The filing details a broad mix of large-cap technology, healthcare, and consumer staples companies. The largest equity position held by the firm is in NVIDIA Corporation, with 3,907,959 shares. Other notable technology holdings include Advanced Micro Devices Inc. (5,244 shares), Apple Inc. (17,828 shares), and Microsoft Corporation (5,080 shares).
Healthcare and consumer sectors are also represented in the portfolio. Significant holdings include Pfizer Inc. (13,917 shares), Johnson & Johnson (937 shares), and Procter & Gamble Co. (3,486 shares). Additionally, the firm holds positions in Palantir Technologies Inc. (2,909 shares) and Shopify Inc. (1,900 shares).
The portfolio also includes a variety of exchange-traded funds (ETFs) and other investment vehicles. Notable ETF holdings include the Vanguard S&P 500 ETF (314 shares), the Vanguard Morningstar Developed Markets ETF (3,573 shares), and the Vanguard Information Technology ETF (34,633 shares). The filing also lists a position in the Grayscale Bitcoin Trust (13,217 shares).
