TWD
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True Wealth Design’s Sable Offshore Corp SOC Stock Holding History

True Wealth Design’s Portfolio SOC Stock Details SOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16 Buy
+5
New +$64 ﹤0.01% 2632

Other funds holding SOC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

True Wealth Design opened a new position in Sable Offshore Corp (SOC) in Q2 2026: 5 shares worth $16. The stake represents ﹤0.01% of the portfolio and ranks #2632 among its holdings.

17 funds tracked by Wall St. Rank hold SOC as of Q2 2026.

  • True Wealth Design held 5 shares of Sable Offshore Corp worth $16 as of Q2 2026.
  • Sable Offshore Corp was a new True Wealth Design position in Q2 2026.
  • Sable Offshore Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2632 holding.
  • 17 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q2 2026.

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