True Wealth Design’s Silvaco Group SVCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$132	Sell	15 -26	-63%	-$207	﹤0.01%	2411
2026 Q2	$566	Buy	41 +18	+78%	+$187	﹤0.01%	2168
2026 Q1	$163	Buy	+23	New	+$103	﹤0.01%	2377
2025 Q4	–	Sell	-9	Closed	-$49	–	2868
2025 Q3	$49	Sell	9 -54	-86%	-$264	﹤0.01%	2578
2025 Q2	$298	Buy	+63	New	+$298	﹤0.01%	1936

Other funds holding SVCO

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design reduced its Silvaco Group (SVCO) stake by 63% in Q3 2026, selling an estimated $207 and leaving 15 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

True Wealth Design first reported a position in SVCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $566 in Q2 2026. 6 funds tracked by Wall St. Rank hold SVCO as of Q3 2026.

True Wealth Design held 15 shares of Silvaco Group worth $132 as of Q3 2026.
True Wealth Design sold 26 Silvaco Group shares in Q3 2026, an estimated $207.
Silvaco Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2411 holding.
True Wealth Design first reported a position in Silvaco Group in Q2 2025 and has held it in 5 quarters since.
True Wealth Design's Silvaco Group position peaked at $566 in Q2 2026.
6 funds tracked by Wall St. Rank held Silvaco Group as of Q3 2026.

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