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
Q3 		$2.19K Buy
238
+44
+23% +$444 ﹤0.01% 1648
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design increased its Savers (SVV) stake by 23% in Q3 2026, buying an estimated $444 and bringing the position to 238 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

True Wealth Design first reported a position in SVV in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.62K in Q2 2025. 12 funds tracked by Wall St. Rank hold SVV as of Q3 2026.

  • True Wealth Design held 238 shares of Savers worth $2.19K as of Q3 2026.
  • True Wealth Design bought 44 Savers shares in Q3 2026, an estimated $444.
  • Savers made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1648 holding.
  • True Wealth Design first reported a position in Savers in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Savers position peaked at $5.62K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Savers as of Q3 2026.

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