True Link Financial Advisors, LLC Portfolio Holdings

True Link Financial Advisors, LLC

  • $1.55 Billion
  • Q3 2025

True Link Financial Advisors, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.55 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $379M, Ishares Core S&P 500 ETF with a value of $203M, Vanguard Bd Index Fd Inc Short with a value of $177M, Ishares Core S&P Total U.S. St with a value of $155M, and Dimensional ETF Tr Core Fxd In with a value of $146M.

Examining the 13F form we can see an increase of $103M in the current position value, from $1.44B to 1.55B.

Below you can find more details about True Link Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.55 Billion
ETFs: $1.53 Billion
Technology: $5.75 Million
Industrials: $3.72 Million
Financial Services: $2.92 Million
Healthcare: $763,000
Utilities: $743,000
Consumer Cyclical: $704,000
Consumer Defensive: $528,000
Other: $920,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$379 Million 24.47% of portfolio
4,852,251
Q3 2025 Added 6.35%
$0
$203 Million 13.12% of portfolio
303,423
Q3 2025 Added 0.33%
$0
$177 Million 11.41% of portfolio
2,238,626
Q3 2025 Added 6.37%
$0
$155 Million 10.03% of portfolio
1,065,791
Q3 2025 Added 0.62%
$0
$146 Million 9.43% of portfolio
3,413,129
Q3 2025 Added 20.87%
$0
$73.3 Million 4.73% of portfolio
839,508
Q3 2025 Added 4.62%
$0
$68.9 Million 4.45% of portfolio
1,360,330
Q3 2025 Added 46.0%
$0
$55.4 Million 3.58% of portfolio
1,756,250
Q3 2025 Added 2.44%
$0
$51.9 Million 3.35% of portfolio
1,125,835
Q3 2025 Added 2.56%
$0
$40.4 Million 2.61% of portfolio
365,540
Q3 2025 Reduced 44.38%
$0
$32.1 Million 2.08% of portfolio
1,177,029
Q3 2025 Added 1.12%
$0
$31.5 Million 2.03% of portfolio
161,941
Q3 2025 Reduced 0.72%
$0
$31.2 Million 2.02% of portfolio
631,120
Q3 2025 Added 7.23%
$0
$24.7 Million 1.6% of portfolio
135,593
Q3 2025 Reduced 1.88%
$0
$8.71 Million 0.56% of portfolio
127,792
Q1 2025 New
$0
$5.03 Million 0.32% of portfolio
10,733
Q3 2025 Reduced 5.08%
$0
$3.8 Million 0.25% of portfolio
43,623
Q3 2025 Reduced 4.38%
$0
$3.27 Million 0.21% of portfolio
35,060
Q3 2025 Reduced 0.26%
$0
$3.21 Million 0.21% of portfolio
31,835
Q3 2025 Reduced 25.58%
$123B
$2.51 Million 0.16% of portfolio
5,028
Q3 2025 Reduced 2.43%
$0
$2.54 Million 0.16% of portfolio
21,059
Q3 2025 Reduced 4.47%
$0
$2.49 Million 0.16% of portfolio
13,329
Q3 2025 Added 3.67%
$0
$2.38 Million 0.15% of portfolio
28,307
Q2 2025 Reduced 63.67%
$0
$2.39 Million 0.15% of portfolio
33,452
Q3 2025 Added 0.56%
$0
$2.08 Million 0.13% of portfolio
40,969
Q1 2024 New
$0
$1.96 Million 0.13% of portfolio
57,858
Q3 2025 Reduced 4.41%
$0
$1.52 Million 0.1% of portfolio
12,128
Q4 2024 Reduced 0.09%
$0
$1.53 Million 0.1% of portfolio
66,863
Q3 2025 Reduced 26.67%
$0
$1.55 Million 0.1% of portfolio
66,217
Q3 2025 Reduced 26.38%
$0
$1.54 Million 0.1% of portfolio
63,156
Q3 2025 Reduced 26.3%
$0
$1.44 Million 0.09% of portfolio
13,470
Q2 2025 Added 2.59%
$662B
$1.26 Million 0.08% of portfolio
2,503
Q3 2025 Reduced 2.91%
$3.78T
$1.2 Million 0.08% of portfolio
2,323
Q3 2025 Reduced 1.27%
$0
$1.06 Million 0.07% of portfolio
20,286
Q2 2025 Reduced 1.9%
$0
$1.15 Million 0.07% of portfolio
8,094
Q3 2025 Reduced 14.95%
$0
$1.12 Million 0.07% of portfolio
44,661
Q3 2025 Added 10.82%
$465B
$720,000 0.05% of portfolio
3,862
Q3 2025 Reduced 13.85%
$328B
$722,000 0.05% of portfolio
2,401
Q3 2025 Reduced 0.66%
$27.2B
$739,000 0.05% of portfolio
12,758
Q3 2024 Reduced 1.22%
$4.3T
$772,000 0.05% of portfolio
3,034
Q3 2025 Reduced 1.88%
$0
$742,000 0.05% of portfolio
1,114
Q3 2025 Added 12.64%
$0
$779,000 0.05% of portfolio
11,000
Q1 2025 Added 266.67%
$2.39T
$704,000 0.05% of portfolio
3,210
Q3 2025 Reduced 1.44%
$0
$658,000 0.04% of portfolio
12,154
Q3 2025 Reduced 0.18%
$0
$606,000 0.04% of portfolio
7,845
Q2 2025 Reduced 11.31%
$0
$673,000 0.04% of portfolio
11,810
Q2 2025 Reduced 2.88%
$0
$631,000 0.04% of portfolio
1,923
Q3 2025 Reduced 3.51%
$881B
$454,000 0.03% of portfolio
1,440
Q3 2025 Reduced 4.26%
$0
$481,000 0.03% of portfolio
7,382
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $1.55 Billion
  • Prior Value $1.44 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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