True Wealth Design’s SBC Medical Group SBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-4	Closed	-$13	–	2813
2026 Q2	$13	Buy	+4	New	+$14	﹤0.01%	2636
2025 Q4	–	Sell	-31	Closed	-$135	–	2871
2025 Q3	$135	Buy	+31	New	+$140	﹤0.01%	2395

Other funds holding SBC

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

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

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

True Wealth Design sold out of SBC Medical Group (SBC) in Q3 2026, closing a stake of 4 shares — an estimated $13 sold.

True Wealth Design first reported a position in SBC in Q3 2025 and held it in 2 quarters. The position peaked at $135 in Q3 2025. 6 funds tracked by Wall St. Rank hold SBC as of Q3 2026.

True Wealth Design reported no remaining SBC Medical Group position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 4 SBC Medical Group shares in Q3 2026, an estimated $13.
True Wealth Design first reported a position in SBC Medical Group in Q3 2025 and held it in 2 quarters.
True Wealth Design's SBC Medical Group position peaked at $135 in Q3 2025.
6 funds tracked by Wall St. Rank held SBC Medical Group as of Q3 2026.

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