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CIK: 0001846236
Total reported value
$1.7B
$1.7B
418 檔
62.3%
In Q1 2026, True Link Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 418 disclosed stock positions.
In Q1 2026, True Link Financial Advisors, LLC displayed an active expansion posture, initiating 128 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 418 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 25.54% | -0.23% | +2.53% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 12.02% | -0.27% | +3.89% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.35% | +0.86% | -7.46% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.12% | -0.29% | +15.23% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.53% | +0.16% | -4.35% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.86% | +0.11% | +0.66% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.54% | -0.11% | +1.27% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.80% | +0.51% | +2.26% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.80% | +0.31% | +0.16% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.65% | -0.20% | -2.37% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.63% | +0.17% | +0.90% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.77% | -0.04% | +36.00% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.96% | +0.09% | +4.83% | |
| 14 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.55% | +0.01% | — | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | +0.01% | -7.95% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | — | +2.75% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.23% | -0.06% | +13.33% | |
| 18 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.23% | -0.06% | +17.73% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.21% | — | — | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.18% | -0.04% | -3.82% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | -0.07% | -1.14% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.16% | -0.02% | — | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.13% | -0.01% | -26.55% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.11% | -0.03% | +17.75% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 0.09% | -0.01% | +0.48% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.08% | — | +7.19% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.07% | — | -7.92% | |
| 28 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.06% | -0.03% | -4.93% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | -13.75% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.06% | -0.04% | -4.37% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.06% | — | -9.33% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | +0.01% | -6.49% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.05% | +0.01% | -3.60% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.05% | — | +83.90% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.04% | +0.01% | +5.18% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.04% | -0.02% | +2.55% | |
| 37 | GE | General Electric | Stock-Industrials | 0.04% | +0.01% | -0.62% | |
| 38 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.04% | — | — | |
| 39 | CMF | Ishares California Muni Bond | ETF-Other | 0.04% | +0.02% | -1.69% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.04% | — | -1.44% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-Other | 0.04% | — | -2.16% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.03% | +0.01% | -23.62% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | — | +18.56% | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.03% | +0.01% | -7.95% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.03% | — | -27.41% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | — | +2.00% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.03% | — | -5.47% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.03% | -0.03% | EXIT | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.03% | — | -1.25% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.03% | — | -6.46% |
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 418 disclosed positions in Q1 2026.
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, BSV, IVV) accounted for 62.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
VXUS
市值: $253.3K
Top Position Liquidated / Trimmed
VGIT
前期市值: $4.3M
During Q1 2026, True Link Financial Advisors, LLC's top holdings by market value included BIV (25.5%)、BSV (12.0%)、IVV (11.3%). The largest single position, BIV, represented 25.5% of total portfolio value.
In Q1 2026, True Link Financial Advisors, LLC made 195 total portfolio adjustments, initiating 128 new buys, adding to 20 positions, trimming 40 holdings, and fully liquidating 7 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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