True Wealth Design’s Sanara MedTech SMTI Stock Holding History

True Wealth Design’s Portfolio SMTI Stock Details SMTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58K	Buy	67 +48	+253%	+$992	﹤0.01%	1796
2026 Q1	$327	Buy	19 +18	+1,800%	+$370	﹤0.01%	2197
2025 Q4	$24	Buy	+1	New	+$26	﹤0.01%	2474
2025 Q3	–	Sell	-2	Closed	-$57	–	2870
2025 Q2	$57	Hold	2	–	–	﹤0.01%	2357
2025 Q1	$62	Buy	+2	New	+$68	﹤0.01%	2330

Other funds holding SMTI

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design increased its Sanara MedTech (SMTI) stake by 253% in Q2 2026, buying an estimated $992 and bringing the position to 67 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

True Wealth Design first reported a position in SMTI in Q1 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold SMTI as of Q2 2026.

True Wealth Design held 67 shares of Sanara MedTech worth $1.58K as of Q2 2026.
True Wealth Design bought 48 Sanara MedTech shares in Q2 2026, an estimated $992.
Sanara MedTech made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1796 holding.
True Wealth Design first reported a position in Sanara MedTech in Q1 2025 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held Sanara MedTech as of Q2 2026.

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