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CIK: 0001846236
Total reported value
$1.7B
$1.7B
114 檔
62.2%
The Q4 2025 SEC filing reveals that True Link Financial Advisors, LLC held a total portfolio value of $1.7B, covering 114 public equity positions.
In Q4 2025, True Link Financial Advisors, LLC displayed an active expansion posture, initiating 20 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 24.72% | -0.23% | +7.69% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.65% | +0.86% | +0.17% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.44% | -0.27% | +6.74% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.57% | -0.29% | +8.43% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.01% | +0.16% | -27.15% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.69% | +0.11% | +2.83% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.36% | -0.11% | +6.78% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.86% | +0.31% | +97.65% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.62% | +0.17% | +99.85% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.52% | +0.51% | +1.29% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 3.48% | -0.20% | +1.93% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.56% | — | +4.66% | |
| 13 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.01% | -0.04% | — | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.88% | +0.09% | — | |
| 15 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.55% | +0.01% | — | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | +0.01% | -1.43% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.26% | — | — | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.23% | — | +13.77% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.21% | — | -11.46% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.20% | -0.06% | +2.24% | |
| 21 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.19% | -0.06% | +103.91% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.17% | -0.01% | +19.73% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.15% | -0.07% | -0.55% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.15% | -0.02% | — | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.15% | -0.04% | -1.01% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.13% | — | EXIT | |
| 27 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.13% | — | — | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.12% | — | EXIT | |
| 29 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.10% | — | — | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.09% | -0.03% | +1.22% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | +34.91% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.09% | — | EXIT | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.09% | -0.01% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | +4.43% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.08% | — | +56.86% | |
| 36 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.07% | — | +7.59% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.07% | -0.04% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.07% | — | +52.69% | |
| 39 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.06% | -0.03% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | +0.01% | +35.33% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | +0.01% | +19.66% | |
| 42 | FLEX | Flex Ltd. | Stock-Tech | 0.05% | — | — | |
| 43 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.05% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | +0.01% | +60.97% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | — | +42.06% | |
| 46 | GE | General Electric | Stock-Industrials | 0.04% | +0.01% | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.04% | +0.01% | +43.21% | |
| 48 | CMF | Ishares California Muni Bond | ETF-Other | 0.04% | +0.02% | — | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.04% | -0.02% | +3.32% | |
| 50 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.04% | — | — |
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 114 disclosed positions in Q4 2025.
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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 62.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
IAGG
市值: $33.0M
Top Position Liquidated / Trimmed
TLT
前期市值: $1.5M
During Q4 2025, True Link Financial Advisors, LLC's top holdings by market value included BIV (24.7%)、IVV (12.7%)、BSV (11.4%). The largest single position, BIV, represented 24.7% of total portfolio value.
In Q4 2025, True Link Financial Advisors, LLC made 49 total portfolio adjustments, initiating 20 new buys, adding to 21 positions, trimming 5 holdings, and fully liquidating 3 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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