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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$2.51 Million 0.16% of portfolio
5,028
Q3 2025 Reduced 2.43%
$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%
$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%
$2.39T
$704,000 0.05% of portfolio
3,210
Q3 2025 Reduced 1.44%
$881B
$454,000 0.03% of portfolio
1,440
Q3 2025 Reduced 4.26%
$266B
$522,000 0.03% of portfolio
1,851
Q3 2025 Reduced 2.89%
$12.7B
$490,000 0.03% of portfolio
5,350
Q3 2025 Reduced 4.46%
$26.6B
$457,000 0.03% of portfolio
3,233
Q1 2025 New
$1.65T
$405,000 0.03% of portfolio
1,669
Q3 2025 Reduced 1.88%
$25.4B
$348,000 0.02% of portfolio
12,800
Q2 2025 Reduced 1.04%
$43.5B
$313,000 0.02% of portfolio
2,440
Q1 2025 Reduced 0.2%
$53.8B
$235,000 0.02% of portfolio
1,500
Q3 2025 Reduced 12.59%
$270B
$367,000 0.02% of portfolio
2,312
Q2 2025 Added 0.78%
$136B
$268,000 0.02% of portfolio
1,136
Q3 2025 Reduced 2.15%
$317B
$242,000 0.02% of portfolio
2,897
Q3 2025 Reduced 17.16%
$44.1B
$286,000 0.02% of portfolio
3,556
Q3 2025 Reduced 3.26%
$11.2B
$260,000 0.02% of portfolio
2,303
Q3 2025 Reduced 3.88%
$204B
$297,000 0.02% of portfolio
2,117
Q3 2025 Reduced 0.56%
$57.9B
$362,000 0.02% of portfolio
1,690
Q3 2025 Reduced 8.15%
$77.2B
$237,000 0.02% of portfolio
1,117
Q3 2025 Reduced 20.04%
$29.4B
$314,000 0.02% of portfolio
12,800
Q2 2025 Reduced 4.85%
$346B
$231,000 0.01% of portfolio
1,507
Q3 2025 Reduced 1.37%
$28.4B
$218,000 0.01% of portfolio
1,500
Q3 2025 New
$32B
$213,000 0.01% of portfolio
1,220
Q3 2025 New
$414B
$215,000 0.01% of portfolio
931
Q3 2025 New
$258B
$223,000 0.01% of portfolio
1,336
Q3 2025 Reduced 3.47%
$139B
$208,000 0.01% of portfolio
631
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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