True Link Financial Advisors, LLC Portfolio Holdings

True Link Financial Advisors, LLC

  • $1.44 Billion
  • Q2 2025

True Link Financial Advisors, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.44 Billion distributed in 87 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 $353M, Ishares Core S&P 500 ETF with a value of $188M, Vanguard Bd Index Fd Inc Short with a value of $166M, Ishares Core S&P Total U.S. St with a value of $143M, and Dimensional ETF Tr Core Fxd In with a value of $119M.

Examining the 13F form we can see an increase of $106M in the current position value, from $1.34B to 1.44B.

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

Portfolio value $1.44 Billion
ETFs: $1.43 Billion
Technology: $4.84 Million
Industrials: $3.48 Million
Financial Services: $2.96 Million
Healthcare: $780,000
Consumer Cyclical: $714,000
Utilities: $678,000
Consumer Defensive: $524,000
Other: $810,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$353 Million 24.42% of portfolio
4,562,493
Q2 2025 Added 3.63%
$0
$188 Million 13.0% of portfolio
302,433
Q2 2025 Added 7.59%
$0
$166 Million 11.46% of portfolio
2,104,472
Q2 2025 Added 3.29%
$0
$143 Million 9.9% of portfolio
1,059,177
Q2 2025 Added 10.3%
$0
$119 Million 8.26% of portfolio
2,823,753
Q2 2025 New
$0
$72.6 Million 5.02% of portfolio
657,201
Q2 2025 Added 3.96%
$0
$67 Million 4.64% of portfolio
802,412
Q2 2025 Added 3.19%
$0
$49.6 Million 3.43% of portfolio
1,714,470
Q2 2025 Added 3.93%
$0
$47 Million 3.25% of portfolio
1,097,757
Q2 2025 Added 0.13%
$0
$46.8 Million 3.24% of portfolio
931,707
Q2 2025 Added 2.55%
$0
$30.8 Million 2.13% of portfolio
1,164,012
Q2 2025 Reduced 33.66%
$0
$29.8 Million 2.06% of portfolio
163,122
Q2 2025 Reduced 22.36%
$0
$29.1 Million 2.02% of portfolio
588,571
Q2 2025 Added 2.58%
$0
$25.2 Million 1.74% of portfolio
138,197
Q2 2025 Added 12,054.53%
$0
$8.46 Million 0.59% of portfolio
127,792
Q1 2025 New
$0
$4.8 Million 0.33% of portfolio
11,308
Q1 2025 New
$0
$4.27 Million 0.3% of portfolio
71,443
Q1 2024 New
$0
$3.75 Million 0.26% of portfolio
45,623
Q1 2025 New
$0
$3.14 Million 0.22% of portfolio
35,152
Q2 2025 Reduced 4.71%
$0
$2.43 Million 0.17% of portfolio
22,045
Q2 2025 Reduced 8.82%
$110B
$2.39 Million 0.17% of portfolio
5,153
Q2 2025 Reduced 5.59%
$0
$2.35 Million 0.16% of portfolio
28,307
Q2 2025 Reduced 63.67%
$0
$2.27 Million 0.16% of portfolio
12,857
Q2 2025 Reduced 5.23%
$0
$2.24 Million 0.15% of portfolio
33,267
Q2 2025 Reduced 2.19%
$0
$2.1 Million 0.15% of portfolio
89,941
Q2 2025 Reduced 15.23%
$0
$2.03 Million 0.14% of portfolio
60,527
Q2 2025 Reduced 98.21%
$0
$2.09 Million 0.14% of portfolio
85,692
Q2 2025 Added 69.59%
$0
$2.09 Million 0.14% of portfolio
91,181
Q2 2025 New
$0
$2.08 Million 0.14% of portfolio
40,969
Q1 2024 New
$0
$1.37 Million 0.1% of portfolio
12,128
Q4 2024 Reduced 0.09%
$0
$1.43 Million 0.1% of portfolio
13,470
Q2 2025 Added 2.59%
$630B
$1.25 Million 0.09% of portfolio
2,578
Q2 2025 Reduced 8.35%
$0
$1.32 Million 0.09% of portfolio
9,517
Q1 2025 New
$3.83T
$1.17 Million 0.08% of portfolio
2,353
Q2 2025 Reduced 0.38%
$0
$1.02 Million 0.07% of portfolio
20,286
Q2 2025 Reduced 1.9%
$0
$1.01 Million 0.07% of portfolio
40,302
Q2 2025 Added 0.09%
$432B
$708,000 0.05% of portfolio
4,483
Q2 2025 Reduced 15.91%
$2.36T
$714,000 0.05% of portfolio
3,257
Q2 2025 Added 5.99%
$0
$658,000 0.05% of portfolio
11,810
Q2 2025 Reduced 2.88%
$0
$764,000 0.05% of portfolio
11,000
Q1 2025 Added 266.67%
$0
$602,000 0.04% of portfolio
12,176
Q2 2025 Added 0.22%
$0
$605,000 0.04% of portfolio
1,993
Q2 2025 Reduced 11.22%
$22.6B
$636,000 0.04% of portfolio
12,758
Q3 2024 Reduced 1.22%
$297B
$622,000 0.04% of portfolio
2,417
Q2 2025 Added 0.21%
$233B
$561,000 0.04% of portfolio
1,906
Q2 2025 Reduced 2.16%
$0
$590,000 0.04% of portfolio
7,845
Q2 2025 Reduced 11.31%
$3.44T
$634,000 0.04% of portfolio
3,092
Q2 2025 Reduced 5.62%
$0
$611,000 0.04% of portfolio
989
Q2 2025 Reduced 28.07%
$15.4B
$559,000 0.04% of portfolio
5,600
Q2 2025 Reduced 6.67%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $1.44 Billion
  • Prior Value $1.34 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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