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True Wealth Design’s SFL Corp SFL Stock Holding History

True Wealth Design’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.07K Hold
81
– – ﹤0.01% 1917
2026
Q2 		$827 Hold
81
– – ﹤0.01% 2052
2026
Q1 		$874 Hold
81
– – ﹤0.01% 1855
2025
Q4 		$633 Sell
81
-311
-79% -$2.39K ﹤0.01% 1876
2025
Q3 		$2.95K Sell
392
-28
-7% -$241 ﹤0.01% 1314
2025
Q2 		$3.5K Buy
+420
New +$3.48K ﹤0.01% 955

Other funds holding SFL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design held its SFL Corp (SFL) position steady in Q3 2026 at 81 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

True Wealth Design first reported a position in SFL in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.5K in Q2 2025. 13 funds tracked by Wall St. Rank hold SFL as of Q3 2026.

  • True Wealth Design held 81 shares of SFL Corp worth $1.07K as of Q3 2026.
  • True Wealth Design left its SFL Corp share count unchanged in Q3 2026.
  • SFL Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1917 holding.
  • True Wealth Design first reported a position in SFL Corp in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's SFL Corp position peaked at $3.5K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held SFL Corp as of Q3 2026.

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