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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
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

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design held its SFL Corp (SFL) position steady in Q2 2026 at 81 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

True Wealth Design first reported a position in SFL in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.5K in Q2 2025. 16 funds tracked by Wall St. Rank hold SFL as of Q2 2026.

  • True Wealth Design held 81 shares of SFL Corp worth $827 as of Q2 2026.
  • True Wealth Design left its SFL Corp share count unchanged in Q2 2026.
  • SFL Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2052 holding.
  • True Wealth Design first reported a position in SFL Corp in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's SFL Corp position peaked at $3.5K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held SFL Corp as of Q2 2026.

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