True Link Financial Advisors, LLC - Portfolio overview

True Link Financial Advisors, LLC has 426 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. BIV - VANGUARD INTERMEDIATE-TERM BOND ETF, 25.35%
2. BSV - VANGUARD SHORT-TERM BOND ETF, 11.93%
3. IVV - ISHARES CORE S&P 500 ETF, 11.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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