TWD
SMPL icon

True Wealth Design’s Simply Good Foods SMPL Stock Holding History

True Wealth Design’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.14K Buy
312
+257
+467% +$3.17K ﹤0.01% 1408
2026
Q1 		$790 Buy
+55
New +$949 ﹤0.01% 1890
2025
Q4 		– Sell
-12
Closed -$298 – 2791
2025
Q3 		$298 Buy
12
+1
+9% +$30 ﹤0.01% 2194
2025
Q2 		$348 Hold
11
– – ﹤0.01% 1874
2025
Q1 		$380 Buy
+11
New +$398 ﹤0.01% 1665

Other funds holding SMPL

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

True Wealth Design increased its Simply Good Foods (SMPL) stake by 467% in Q2 2026, buying an estimated $3.17K and bringing the position to 312 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

True Wealth Design first reported a position in SMPL in Q1 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • True Wealth Design held 312 shares of Simply Good Foods worth $4.14K as of Q2 2026.
  • True Wealth Design bought 257 Simply Good Foods shares in Q2 2026, an estimated $3.17K.
  • Simply Good Foods made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1408 holding.
  • True Wealth Design first reported a position in Simply Good Foods in Q1 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

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