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CIK: 0001846236
Total reported value
$1.7B
$1.7B
87 檔
56.0%
According to the latest 13F quarterly dataset, True Link Financial Advisors, LLC managed an equity portfolio of $1.7B at the end of Q2 2025, spanning 87 distinct U.S. exchange-listed positions.
True Link Financial Advisors, LLC executed strategic sector rebalancing during Q2 2025, establishing 9 new positions while fully exiting 15 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 24.35% | -0.23% | +3.63% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.96% | +0.86% | +7.59% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.43% | -0.27% | +3.29% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.87% | +0.16% | +10.30% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 8.23% | -0.29% | — | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.01% | — | +3.96% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.62% | +0.11% | +3.19% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.43% | +0.51% | +3.93% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.24% | -0.20% | +0.13% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.23% | -0.11% | +2.55% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.13% | — | EXIT | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.06% | +0.31% | -22.36% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.01% | — | EXIT | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.95% | +0.17% | +12054.53% | |
| 15 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.58% | +0.01% | — | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | +0.01% | — | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.30% | -0.06% | +63.25% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.29% | — | — | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.26% | — | — | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.22% | — | -4.71% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.17% | — | EXIT | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.16% | -0.04% | -5.59% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.16% | -0.01% | -63.67% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | -0.07% | -5.23% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.15% | -0.02% | -2.19% | |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.14% | — | -15.23% | |
| 27 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.14% | -0.06% | — | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.14% | -0.03% | +69.59% | |
| 29 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.14% | — | — | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.14% | — | EXIT | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.10% | -0.01% | +2.59% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.09% | — | — | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.09% | -0.04% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | -8.35% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | -0.38% | |
| 36 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.07% | -0.03% | -1.90% | |
| 37 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.07% | — | +0.09% | |
| 38 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.05% | — | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | +0.01% | +5.99% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | — | -15.91% | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.05% | +0.02% | -2.88% | |
| 42 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.05% | — | -3.97% | |
| 43 | FLEX | Flex Ltd. | Stock-Tech | 0.04% | — | — | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.04% | — | -5.62% | |
| 45 | GE | General Electric | Stock-Industrials | 0.04% | +0.01% | +0.21% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.04% | +0.01% | -28.07% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | — | -11.22% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.04% | -0.02% | +0.22% | |
| 49 | DIM | Wisdomtree Intl M/c Dvd Fund | ETF-Other | 0.04% | — | -11.31% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.04% | — | -2.16% |
According to official SEC Form 13F filings, True Link Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 87 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIV, IVV, BSV) accounted for 56.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
DFCF
市值: $119.3M
Top Position Liquidated / Trimmed
AGG
前期市值: $3.0M
During Q2 2025, True Link Financial Advisors, LLC's top holdings by market value included BIV (24.4%)、IVV (13.0%)、BSV (11.4%). The largest single position, BIV, represented 24.4% of total portfolio value.
In Q2 2025, True Link Financial Advisors, LLC made 47 total portfolio adjustments, initiating 9 new buys, adding to 13 positions, trimming 10 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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