True Wealth Design’s Silvercrest Asset Management SAMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$476	Buy	45 +44	+4,400%	+$444	﹤0.01%	2147
2026 Q2	$11	Sell	1 -1	-50%	-$12	﹤0.01%	2640
2026 Q1	$27	Buy	+2	New	+$30	﹤0.01%	2620
2025 Q4	–	Sell	-2	Closed	-$32	–	2782
2025 Q3	$32	Buy	+2	New	+$33	﹤0.01%	2628

Other funds holding SAMG

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design increased its Silvercrest Asset Management (SAMG) stake by 4,400% in Q3 2026, buying an estimated $444 and bringing the position to 45 shares worth $476. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

True Wealth Design first reported a position in SAMG in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold SAMG as of Q3 2026.

True Wealth Design held 45 shares of Silvercrest Asset Management worth $476 as of Q3 2026.
True Wealth Design bought 44 Silvercrest Asset Management shares in Q3 2026, an estimated $444.
Silvercrest Asset Management made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2147 holding.
True Wealth Design first reported a position in Silvercrest Asset Management in Q3 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2026.

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