TWD
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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

True Wealth Design reduced its Silvercrest Asset Management (SAMG) stake by 50% in Q2 2026, selling an estimated $12 and leaving 1 share worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

True Wealth Design first reported a position in SAMG in Q3 2025 and has held it in 3 quarters since. The position peaked at $32 in Q3 2025. 8 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • True Wealth Design held 1 share of Silvercrest Asset Management worth $11 as of Q2 2026.
  • True Wealth Design sold 1 Silvercrest Asset Management share in Q2 2026, an estimated $12.
  • Silvercrest Asset Management made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2640 holding.
  • True Wealth Design first reported a position in Silvercrest Asset Management in Q3 2025 and has held it in 3 quarters since.
  • True Wealth Design's Silvercrest Asset Management position peaked at $32 in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

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