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True Wealth Design’s Semtech SMTC Stock Holding History

True Wealth Design’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.85K Buy
44
+10
+29% +$1.42K ﹤0.01% 1169
2026
Q2 		$5.5K Hold
34
– – ﹤0.01% 1288
2026
Q1 		$2.62K Hold
34
– – ﹤0.01% 1433
2025
Q4 		$2.51K Hold
34
– – ﹤0.01% 1367
2025
Q3 		$2.43K Hold
34
– – ﹤0.01% 1393
2025
Q2 		$1.54K Buy
34
+10
+42% +$356 ﹤0.01% 1287
2025
Q1 		$826 Buy
+24
New +$1.18K ﹤0.01% 1341

Other funds holding SMTC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
MJPCFAI
Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

True Wealth Design increased its Semtech (SMTC) stake by 29% in Q3 2026, buying an estimated $1.42K and bringing the position to 44 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

True Wealth Design first reported a position in SMTC in Q1 2025 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold SMTC as of Q3 2026.

  • True Wealth Design held 44 shares of Semtech worth $7.85K as of Q3 2026.
  • True Wealth Design bought 10 Semtech shares in Q3 2026, an estimated $1.42K.
  • Semtech made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1169 holding.
  • True Wealth Design first reported a position in Semtech in Q1 2025 and has held it in 7 quarters since.
  • 53 funds tracked by Wall St. Rank held Semtech as of Q3 2026.

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