True Link Financial Advisors, LLC Top Holdings and 13F Report (2026) About True Link Financial Advisors, LLCInvestment ActivityTrue Link Financial Advisors, LLC has $1.62 billion in total holdings as of March 31, 2026.True Link Financial Advisors, LLC owns shares of 418 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.59% of the portfolio was purchased this quarter.About 5.20% of the portfolio was sold this quarter.This quarter, True Link Financial Advisors, LLC has purchased 114 new stocks and bought additional shares in 34 stocks.True Link Financial Advisors, LLC sold shares of 58 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $413,512,565Vanguard Short-Term Bond ETF $194,651,801iShares Core S&P 500 ETF $183,732,011Dimensional Core Fixed Income ETF $180,048,541iShares Core S&P Total U.S. Stock Market ETF $105,776,660 Largest New Holdings this Quarter 921909768 - Vanguard Total International Stock ETF $253,306 Holding171779309 - Ciena $232,938 Holding92206C102 - Vanguard Short-Term Treasury ETF $203,778 Holding17275R102 - Cisco Systems $200,881 Holding46435G425 - iShares ESG Aware MSCI USA ETF $197,847 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 563,687 shares (about $23.80M)iShares Core International Aggregate Bond ETF 237,604 shares (about $11.89M)Vanguard Intermediate-Term Bond ETF 132,227 shares (about $10.21M)Vanguard Short-Term Bond ETF 92,921 shares (about $7.29M)Dimensional Emerging Core Equity Market ETF 40,221 shares (about $1.36M) Largest Sales this Quarter iShares Short Treasury Bond ETF 379,802 shares (about $41.93M)iShares Core S&P 500 ETF 22,662 shares (about $14.80M)iShares Core S&P Total U.S. Stock Market ETF 33,737 shares (about $4.81M)iShares S&P 500 Growth ETF 17,315 shares (about $1.96M)SPDR Portfolio Intermediate Term Corporate Bond ETF 54,661 shares (about $1.83M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTrue Link Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBIVVanguard Intermediate-Term Bond ETF$413,512,565$10,205,281 â–²2.5%5,357,76825.5%ETFBSVVanguard Short-Term Bond ETF$194,651,801$7,285,935 â–²3.9%2,482,48712.0%ETFIVViShares Core S&P 500 ETF$183,732,011$14,803,022 â–¼-7.5%281,27611.3%ETFDFCFDimensional Core Fixed Income ETF$180,048,541$23,798,865 â–²15.2%4,264,53211.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$105,776,660$4,805,162 â–¼-4.3%742,6576.5%ETFIEFAiShares Core MSCI EAFE ETF$78,668,812$517,922 â–²0.7%868,9814.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$73,477,200$918,531 â–²1.3%1,471,0154.5%ManufacturingDFAEDimensional Emerging Core Equity Market ETF$61,593,053$1,361,883 â–²2.3%1,819,0513.8%ETFQUALiShares MSCI USA Quality Factor ETF$61,495,629$100,317 â–²0.2%320,6073.8%ETFDFIVDimensional International Value ETF$59,129,449$1,437,253 â–¼-2.4%1,120,3003.7%ETFVIGVanguard Dividend Appreciation ETF$58,804,071$526,252 â–²0.9%273,4313.6%ETFIAGGiShares Core International Aggregate Bond ETF$44,918,906$11,889,704 â–²36.0%897,6602.8%ETFDFASDimensional U.S. Small Cap ETF$15,552,717$716,421 â–²4.8%218,6521.0%ETFIEURiShares Core MSCI Europe ETF$8,979,9440.0%127,7920.6%ETFIWFiShares Russell 1000 Growth ETF$4,152,283$358,602 â–¼-7.9%9,7380.3%ETFEFAiShares MSCI EAFE ETF$3,980,776$106,552 â–²2.8%40,9840.2%FinanceSGOViShares 0-3 Month Treasury Bond ETF$3,713,146$436,764 â–²13.3%36,8880.2%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$3,678,041$553,810 â–²17.7%160,5080.2%ManufacturingDLNWisdomTree U.S. LargeCap Dividend Fund$3,450,1930.0%38,6230.2%FinanceLMTLockheed Martin$2,893,215$114,834 â–¼-3.8%4,7870.2%AerospaceVTVVanguard Value ETF$2,571,195$29,626 â–¼-1.1%13,1050.2%ETFVEUVanguard FTSE All-World ex-US ETF$2,512,2450.0%33,4520.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,059,813$744,750 â–¼-26.6%24,8920.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,826,997$275,440 â–²17.8%75,2780.1%ETFSUBiShares Short-Term National Muni Bond ETF$1,441,478$6,923 â–²0.5%13,5350.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,282,940$86,039 â–²7.2%51,5030.1%ETFAAPLApple$1,112,200$95,687 â–¼-7.9%4,3820.1%Computer and TechnologyDONWisdomTree U.S. MidCap Dividend Fund$1,013,286$52,540 â–¼-4.9%19,2860.1%FinanceMSFTMicrosoft$1,000,570$159,543 â–¼-13.8%2,7030.1%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$991,649$45,354 â–¼-4.4%7,7400.1%ETFNVDANVIDIA$932,445$95,913 â–¼-9.3%5,3470.1%Computer and TechnologyAMZNAmazon.com$845,993$58,732 â–¼-6.5%4,0620.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$835,687$31,216 â–¼-3.6%1,2850.1%FinanceVTIVanguard Total Stock Market ETF$791,759$361,232 â–²83.9%2,4680.0%ETFJPMJPMorgan Chase & Co.$717,162$35,299 â–²5.2%2,4380.0%FinanceVWOVanguard FTSE Emerging Markets ETF$696,056$17,296 â–²2.5%12,8780.0%ETFGEGE Aerospace$677,075$4,257 â–¼-0.6%2,3860.0%AerospaceDFCADimensional California Municipal Bond ETF$663,5040.0%13,3100.0%ETFCMFiShares California Muni Bond ETF$660,145$11,372 â–¼-1.7%11,6100.0%ETFBNDVanguard Total Bond Market ETF$620,122$9,058 â–¼-1.4%8,4210.0%ETFVVVanguard Large-Cap ETF$595,907$13,149 â–¼-2.2%1,9940.0%ETFIJHiShares Core S&P Mid-Cap ETF$545,305$168,622 â–¼-23.6%8,0750.0%ETFVOOVanguard S&P 500 ETF$522,856$81,864 â–²18.6%8750.0%ETFGE VERNOVA INC COM$494,934$42,772 â–¼-8.0%5670.0%StockGOOGLAlphabet$494,891$186,914 â–¼-27.4%1,7210.0%Computer and TechnologyGOOGAlphabet$482,499$9,466 â–²2.0%1,6820.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$482,452$27,895 â–¼-5.5%4,8600.0%FinanceXOMExxonMobil$442,134$42,245 â–¼-8.7%2,6060.0%EnergyIBMInternational Business Machines$440,665$5,575 â–¼-1.2%1,8180.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$416,826$28,807 â–¼-6.5%5,9760.0%ETFWALMART INC COM$415,193$37,779 â–¼-8.3%3,3410.0%StockFTECFidelity MSCI Information Technology Index ETF$413,3950.0%1,9870.0%ETFKEYSKeysight Technologies$411,9780.0%1,4590.0%Computer and TechnologyVGTVanguard Information Technology ETF$387,932$18,141 â–²4.9%5560.0%ETFAVGOBroadcom$385,030$48,284 â–¼-11.1%1,2440.0%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$375,9210.0%8,7160.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$369,858$20,271 â–²5.8%3,8680.0%ManufacturingNUDVNuveen ESG Dividend ETF$359,960$6,150 â–¼-1.7%11,7060.0%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$358,958$27,765 â–²8.4%15,5140.0%ManufacturingEFIVSPDR S&P 500 ESG ETF$343,410$78,220 â–²29.5%5,4440.0%ETFVVisa$342,136$97,321 â–²39.8%1,1320.0%Business ServicesVEAVanguard FTSE Developed Markets ETF$336,298$3,332 â–²1.0%5,2480.0%ETFQQQInvesco QQQ$331,747$15,578 â–¼-4.5%5750.0%FinanceXLCCommunication Services Select Sector SPDR Fund$324,155$5,986 â–¼-1.8%2,9240.0%ETFMSMorgan Stanley$322,063$45,586 â–¼-12.4%1,9570.0%FinanceALLAllstate$308,937$10,367 â–¼-3.2%1,4900.0%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$306,069$83,817 â–²37.7%12,2110.0%ManufacturingSHViShares Short Treasury Bond ETF$305,045$41,931,488 â–¼-99.3%2,7630.0%ETFHPEHewlett Packard Enterprise$304,7680.0%12,8000.0%Computer and TechnologyVOVanguard Mid-Cap ETF$300,677$26,421 â–²9.6%1,0470.0%ETFLLYEli Lilly and Company$298,005$11,037 â–²3.8%3240.0%MedicalRTXRTX$291,472$19,676 â–¼-6.3%1,5110.0%AerospaceGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$288,2010.0%3,8660.0%ETFIWMiShares Russell 2000 ETF$281,728$32,488 â–¼-10.3%1,1360.0%FinanceESGVVanguard ESG U.S. Stock ETF$281,1240.0%2,5040.0%ETFIWDiShares Russell 1000 Value ETF$279,694$24,358 â–²9.5%1,3090.0%ETFAAgilent Technologies$278,1110.0%2,4400.0%MedicalOKTAOkta$275,485$96,341 â–¼-25.9%3,5000.0%Computer and TechnologyBRK.BBerkshire Hathaway$270,748$981,881 â–¼-78.4%5650.0%FinanceCWISPDR MSCI ACWI ex-US ETF$267,912$12,294 â–¼-4.4%7,3220.0%ETFVXUSVanguard Total International Stock ETF$253,306$253,306 â–²New Holding3,2850.0%ETFCAHCardinal Health$250,402$34,866 â–¼-12.2%1,1850.0%MedicalHPQHP$245,8880.0%12,8000.0%Computer and TechnologyJNJJohnson & Johnson$242,729$11,489 â–¼-4.5%9930.0%MedicalMETAMeta Platforms$241,439$67,511 â–¼-21.9%4220.0%Computer and TechnologyVHTVanguard Health Care ETF$239,378$10,893 â–²4.8%8790.0%ETFCIENCiena$232,938$232,938 â–²New Holding6000.0%Computer and TechnologyAVDEAvantis International Equity ETF$230,7650.0%2,7200.0%ETFESGEiShares ESG Aware MSCI EM ETF$228,941$5,911 â–²2.7%5,0350.0%ManufacturingSDYSPDR S&P Dividend ETF$218,9100.0%1,5000.0%ETFCATHGlobal X S&P 500 Catholic Values ETF$217,257$11,410 â–²5.5%2,7800.0%ManufacturingABBVAbbVie$207,485$24,141 â–¼-10.4%9540.0%MedicalVGSHVanguard Short-Term Treasury ETF$203,778$203,778 â–²New Holding3,4810.0%ETFCSCOCisco Systems$200,881$200,881 â–²New Holding2,5890.0%Computer and TechnologyIYJiShares U.S. Industrials ETF$199,9170.0%1,3550.0%ETFESGUiShares ESG Aware MSCI USA ETF$197,847$197,847 â–²New Holding1,3990.0%ManufacturingSUSuncor Energy$197,140$197,140 â–²New Holding2,9820.0%EnergyUNPUnion Pacific$193,853$56,045 â–¼-22.4%7990.0%TransportationXELXcel Energy$193,598$49,730 â–¼-20.4%2,4370.0%UtilitiesXLFFinancial Select Sector SPDR Fund$183,558$1,728 â–¼-0.9%3,7180.0%ETFShowing largest 100 holdings. 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