True Link Financial Advisors
$1.7B 13F equity value
423 Holdings
Quarter ended June 30, 2026
The latest 13F on file for True Link Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 5,706,056 | $438M | 25.3% |
| IVV | ISHARES CORE S&P 500 ETF | 282,065 | $211M | 12.2% |
| BSV | VANGUARD SHORT-TERM BOND ETF | 2,608,375 | $203M | 11.8% |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 4,435,777 | $187M | 10.8% |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 703,778 | $116M | 6.7% |
| IEFA | ISHARES CORE MSCI EAFE ETF | 890,181 | $86M | 5.0% |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 1,525,646 | $77M | 4.4% |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 1,851,959 | $74M | 4.3% |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 323,641 | $71M | 4.1% |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 277,358 | $66M | 3.8% |
Track True Link Financial Advisors's 13F portfolio: $1.7B in reported holdings, 423 positions. Top holdings and quarterly changes on SentiSense.
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