True Link Financial Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.34 Billion distributed in 94 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 $337M, Vanguard Bd Index Fd Inc Short with a value of $159M, Ishares Core S&P 500 ETF with a value of $158M, Ishares Core S&P Total U.S. St with a value of $117M, and Spdr Portfolio Intermediate Te with a value of $113M.

Examining the 13F form we can see an increase of $148M in the current position value, from $1.19B to 1.34B.

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

Portfolio value $1.34 Billion
ETFs: $1.32 Billion
Technology: $5.08 Million
Financial Services: $3.59 Million
Industrials: $2.92 Million
Healthcare: $1.31 Million
Energy: $729,000
Utilities: $717,000
Consumer Cyclical: $584,000
Other: $909,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $1.34 Billion
  • Prior Value $1.19 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 40 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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