True Link Financial Advisors, LLC

Name: True Link Financial Advisors, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001846236 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗

True Link Financial Advisors, LLC reported 104 positions worth $21.8M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: BIV (26.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$21.8M

2026 Q2

Positions

104

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

92.1%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 104 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	BIV	VANGUARD INTERMEDIATE-TERM BOND ETF	SH	$5.7M	26.17%	5,706,056	—	—
▸ 2	DFCF	DIMENSIONAL CORE FIXED INCOME ETF	SH	$4.4M	20.35%	4,435,777	—	—
▸ 3	BSV	VANGUARD SHORT-TERM BOND ETF	SH	$2.6M	11.96%	2,608,375	—	—
▸ 4	DFAE	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	SH	$1.9M	8.49%	1,851,959	—	—
▸ 5	VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	SH	$1.5M	7.00%	1,525,646	—	—
▸ 6	DFIV	DIMENSIONAL INTERNATIONAL VALUE ETF	SH	$1.1M	5.07%	1,105,949	—	—
▸ 7	IAGG	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	SH	$933.3K	4.28%	933,341	—	—
▸ 8	IEFA	ISHARES CORE MSCI EAFE ETF	SH	$890.2K	4.08%	890,181	—	—
▸ 9	ITOT	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	SH	$703.8K	3.23%	703,778	—	—
▸ 10	QUAL	ISHARES MSCI USA QUALITY FACTOR ETF	SH	$323.6K	1.48%	323,641	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does True Link Financial Advisors, LLC hold as of Q2 2026?

True Link Financial Advisors, LLC reported 104 positions worth $21.8M in its Q2 2026 13F filing. Largest positions: BIV (26.2%), DFCF (20.3%), BSV (12.0%), DFAE (8.5%) and VTIP (7.0%).

What did True Link Financial Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did True Link Financial Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.