TWD
SAFX

True Wealth Design’s XCF Global Inc SAFX Stock Holding History

True Wealth Design’s Portfolio SAFX Stock Details SAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9 Hold
20
– – ﹤0.01% 2645
2026
Q1 		$8 Buy
+20
New +$5 ﹤0.01% 2680

Other funds holding SAFX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's SAFX Position: Q2 2026 in Review

True Wealth Design held its XCF Global Inc (SAFX) position steady in Q2 2026 at 20 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

True Wealth Design first reported a position in SAFX in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold SAFX as of Q2 2026.

  • True Wealth Design held 20 shares of XCF Global Inc worth $9 as of Q2 2026.
  • True Wealth Design left its XCF Global Inc share count unchanged in Q2 2026.
  • XCF Global Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2645 holding.
  • True Wealth Design first reported a position in XCF Global Inc in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held XCF Global Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.