TWD
SVV icon

True Wealth Design’s Savers SVV Stock Holding History

True Wealth Design’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.96K Buy
194
+148
+322% +$1.28K ﹤0.01% 1702
2026
Q1 		$343 Buy
46
+2
+5% +$19 ﹤0.01% 2180
2025
Q4 		$411 Sell
44
-358
-89% -$3.68K ﹤0.01% 2017
2025
Q3 		$5.33K Sell
402
-149
-27% -$1.71K ﹤0.01% 1059
2025
Q2 		$5.62K Buy
551
+507
+1,152% +$4.96K ﹤0.01% 763
2025
Q1 		$304 Buy
+44
New +$406 ﹤0.01% 1768

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

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

True Wealth Design increased its Savers (SVV) stake by 322% in Q2 2026, buying an estimated $1.28K and bringing the position to 194 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

True Wealth Design first reported a position in SVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.62K in Q2 2025. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • True Wealth Design held 194 shares of Savers worth $1.96K as of Q2 2026.
  • True Wealth Design bought 148 Savers shares in Q2 2026, an estimated $1.28K.
  • Savers made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1702 holding.
  • True Wealth Design first reported a position in Savers in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Savers position peaked at $5.62K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

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