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CIK: 0001846236
Total reported value
$1.7B
$1.7B
104 檔
66.4%
As reported in its official Q2 2026 Form 13F filing, True Link Financial Advisors, LLC's tracked investment portfolio stood at $1.7B with 104 total positions.
In Q2 2026, True Link Financial Advisors, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 129 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BIV, IVV, BSV) accounted for 66.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
OVT
市值: $513.1K
Top Position Liquidated / Trimmed
XOM
前期市值: $442.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 25.31% | -0.23% | +6.50% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.21% | +0.20% | +0.28% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.75% | +0.14% | +5.07% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.83% | -0.11% | +4.02% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.69% | -0.11% | -5.24% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.97% | +0.06% | +2.44% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.43% | — | +3.71% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.31% | -0.09% | +1.81% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.11% | +0.02% | +0.95% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.79% | -0.04% | +1.44% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 3.45% | +0.10% | -1.28% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.73% | -0.04% | +3.97% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.05% | -1.05% | EXIT | |
| 14 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.56% | -0.02% | — | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | -0.01% | +284.31% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | +0.01% | -0.42% | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.21% | — | -1.29% | |
| 18 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.17% | -0.08% | -20.27% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.17% | +0.06% | -21.38% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.14% | -0.01% | -1.88% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.14% | -0.01% | -14.64% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.12% | -0.01% | — | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.09% | — | -46.46% | |
| 24 | SUB | Ishares Short-term National | ETF-Other | 0.08% | — | — | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.08% | +0.02% | -21.71% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.08% | -0.01% | +2.94% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.07% | +0.17% | -2.35% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.06% | — | -4.26% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | — | +5.49% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | +0.02% | +5.06% | |
| 31 | CMF | Ishares California Muni Bond | ETF-Other | 0.06% | — | +47.75% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | +0.01% | -2.18% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.05% | +0.01% | +0.73% | |
| 34 | GE | General Electric | Stock-Industrials | 0.05% | -0.01% | +1.43% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | -0.01% | -0.16% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.04% | -0.04% | EXIT | |
| 37 | GEV | GE Vernova Inc | Stock-Industrials | 0.04% | -0.01% | +1.41% | |
| 38 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.04% | — | — | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.04% | -0.01% | -4.51% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.04% | -0.01% | +0.62% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.03% | — | -2.38% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | — | -2.68% | |
| 43 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.03% | +0.02% | — | |
| 44 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.03% | — | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | +0.01% | -7.89% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.03% | — | +9.20% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.03% | -0.01% | +0.77% | |
| 48 | OVT | Overlay Shares Shrt Term Bon | ETF-Other | 0.03% | -0.03% | EXIT | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.03% | -0.01% | +32.07% | |
| 50 | KEYS | Keysight Technologies In | Stock-Tech | 0.03% | — | — |
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 104 disclosed positions in Q2 2026.
During Q2 2026, True Link Financial Advisors, LLC's top holdings by market value included BIV (25.3%)、IVV (12.2%)、BSV (11.8%). The largest single position, BIV, represented 25.3% of total portfolio value.
In Q2 2026, True Link Financial Advisors, LLC made 193 total portfolio adjustments, initiating 6 new buys, adding to 30 positions, trimming 28 holdings, and fully liquidating 129 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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