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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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