§ 13F · FUND PROFILE
True Link Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1449.1T (13F)Positions · 87Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$56.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 5.23M | $407.0T | 24.7% | +8% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 304K | $208.2T | 12.6% | ±0% |
| 3 | BSV | VANGUARD SHORT-TERM BOND ETF | 2.39M | $188.3T | 11.4% | +7% |
| 4 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 3.70M | $157.5T | 9.6% | +8% |
| 5 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 776K | $115.4T | 7.0% | −27% |
| 6 | IEFA | ISHARES CORE MSCI EAFE ETF | 863K | $77.2T | 4.7% | +3% |
| 7 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 1.45M | $71.8T | 4.4% | +7% |
| 8 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 320K | $63.6T | 3.9% | +98% |
| 9 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 271K | $59.6T | 3.6% | +100% |
| 10 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 1.78M | $57.9T | 3.5% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRUE SIGNAL
AC read
True Link Financial Advisors, LLC is a Other fund managing $1449113.6 trillion in assets. The fund runs a portfolio of 87 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed