True Wealth Design’s Safehold SAFE Stock Holding History

True Wealth Design’s Portfolio SAFE Stock Details SAFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.97K	Sell	167 -78	-32%	-$1.19K	﹤0.01%	1689
2026 Q2	$3.85K	Sell	245 -10	-4%	-$152	﹤0.01%	1441
2026 Q1	$3.45K	Sell	255 -78	-23%	-$1.16K	﹤0.01%	1348
2025 Q4	$4.56K	Buy	333 +130	+64%	+$1.85K	﹤0.01%	1122
2025 Q3	$3.14K	Sell	203 -105	-34%	-$1.62K	﹤0.01%	1288
2025 Q2	$4.79K	Buy	308 +300	+3,750%	+$4.66K	﹤0.01%	826
2025 Q1	$150	Buy	+8	New	+$141	﹤0.01%	2065

Other funds holding SAFE

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's SAFE Position: Q3 2026 in Review

True Wealth Design reduced its Safehold (SAFE) stake by 32% in Q3 2026, selling an estimated $1.19K and leaving 167 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

True Wealth Design first reported a position in SAFE in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.79K in Q2 2025. 19 funds tracked by Wall St. Rank hold SAFE as of Q3 2026.

True Wealth Design held 167 shares of Safehold worth $1.97K as of Q3 2026.
True Wealth Design sold 78 Safehold shares in Q3 2026, an estimated $1.19K.
Safehold made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1689 holding.
True Wealth Design first reported a position in Safehold in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Safehold position peaked at $4.79K in Q2 2025.
19 funds tracked by Wall St. Rank held Safehold as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.