TWD
SBC

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
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

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design opened a new position in SBC Medical Group (SBC) in Q2 2026: 4 shares worth $13. The stake represents ﹤0.01% of the portfolio and ranks #2636 among its holdings. This is a return to the name: True Wealth Design previously reported a position in SBC as recently as Q3 2025.

True Wealth Design first reported a position in SBC in Q3 2025 and has held it in 2 quarters since. The position peaked at $135 in Q3 2025. 5 funds tracked by Wall St. Rank hold SBC as of Q2 2026.

  • True Wealth Design held 4 shares of SBC Medical Group worth $13 as of Q2 2026.
  • SBC Medical Group was a new True Wealth Design position in Q2 2026.
  • SBC Medical Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2636 holding.
  • True Wealth Design first reported a position in SBC Medical Group in Q3 2025 and has held it in 2 quarters since.
  • True Wealth Design's SBC Medical Group position peaked at $135 in Q3 2025.
  • 5 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2026.

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