§ 13F · FUND PROFILE
True Link Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.6B (13F)Positions · 92Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 5.36M | $414M | 12.8% | +105% |
| 2 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 5.36M | $414M | 12.8% | — |
| 3 | BSV | VANGUARD SHORT-TERM BOND ETF | 2.48M | $195M | 6.0% | +108% |
| 4 | BSV | VANGUARD SHORT-TERM BOND ETF | 2.48M | $195M | 6.0% | — |
| 5 | IVV | ISHARES CORE S&P 500 ETF | 281K | $184M | 5.7% | — |
| 6 | IVV | ISHARES CORE S&P 500 ETF | 281K | $184M | 5.7% | +85% |
| 7 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 4.26M | $180M | 5.6% | +130% |
| 8 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 4.26M | $180M | 5.6% | — |
| 9 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 743K | $106M | 3.3% | +91% |
| 10 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 743K | $106M | 3.3% | — |
§ 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 $1.6 billion in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed