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CIK: 0001846236
Total reported value
$1.7B
$1.7B
92 檔
61.3%
During the Q3 2025 filing period, True Link Financial Advisors, LLC (CIK: 0001846236) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 92 reported positions.
True Link Financial Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 11 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 24.38% | -0.23% | +6.35% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.07% | +0.86% | +0.33% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.37% | -0.27% | +6.37% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.99% | +0.16% | +0.62% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.39% | -0.29% | +20.87% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.72% | +0.11% | +4.62% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.43% | -0.11% | +46.00% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.56% | +0.51% | +2.44% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.34% | -0.20% | +2.56% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.60% | — | -44.38% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.07% | — | EXIT | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.03% | +0.31% | -0.72% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.01% | — | EXIT | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.88% | +0.17% | -1.88% | |
| 15 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.56% | +0.01% | — | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | +0.01% | -5.08% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.28% | — | — | |
| 18 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.24% | — | -4.38% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.21% | — | -0.26% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.21% | -0.06% | -25.58% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.16% | — | EXIT | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.16% | -0.04% | -2.43% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | -0.07% | +3.67% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.15% | -0.02% | +0.56% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.15% | -0.01% | — | |
| 26 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.13% | — | — | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.13% | — | EXIT | |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.10% | — | -26.38% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.10% | -0.03% | -26.30% | |
| 30 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.10% | -0.06% | -26.67% | |
| 31 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.10% | — | — | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.09% | -0.01% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | -2.91% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | -1.27% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.07% | -0.04% | -14.95% | |
| 36 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.07% | — | +10.82% | |
| 37 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.07% | -0.03% | — | |
| 38 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.05% | — | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | -1.88% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.05% | +0.01% | +12.64% | |
| 41 | FLEX | Flex Ltd. | Stock-Tech | 0.05% | — | — | |
| 42 | GE | General Electric | Stock-Industrials | 0.05% | +0.01% | -0.66% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | — | -13.85% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | +0.01% | -1.44% | |
| 45 | CMF | Ishares California Muni Bond | ETF-Other | 0.04% | +0.02% | — | |
| 46 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.04% | — | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.04% | -0.02% | -0.18% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | — | -3.51% | |
| 49 | DIM | Wisdomtree Intl M/c Dvd Fund | ETF-Other | 0.04% | — | — | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.03% | — | -2.89% |
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 92 disclosed positions in Q3 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 61.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFCF
市值: $145.9M
Top Position Liquidated / Trimmed
AGG
前期市值: $3.0M
During Q3 2025, True Link Financial Advisors, LLC's top holdings by market value included BIV (24.4%)、IVV (13.1%)、BSV (11.4%). The largest single position, BIV, represented 24.4% of total portfolio value.
In Q3 2025, True Link Financial Advisors, LLC made 48 total portfolio adjustments, initiating 9 new buys, adding to 12 positions, trimming 16 holdings, and fully liquidating 11 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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