True Link Financial Advisors, LLC
CIK 1846236
13F filing for Q2 2026・No. 1,808
- Holdings
- US$1.73B
- Quarter change
- +US$110.05M
- Entries
- 104
- Net bought (estimate)
- +US$27.89M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 320
- Cut 44
- Added 35
- Corporate actions 2
- Unchanged 19
Largest holdings
104 stocks worth US$1.73B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND ETFETF | Added | 5,706,056 | US$437.65M | 25.31% |
| IVVISHARES CORE S&P 500 ETFETF | Added | 282,065 | US$211.24M | 12.21% |
| VANGUARD SHORT-TERM BOND ETFETF | Added | 2,608,375 | US$203.22M | 11.75% |
| DIMENSIONAL CORE FIXED INCOME ETFETF | Added | 4,435,777 | US$187.23M | 10.83% |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFETF | Cut | 703,778 | US$115.61M | 6.69% |
| ISHARES CORE MSCI EAFE ETFETF | Added | 890,181 | US$85.97M | 4.97% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFETF | Added | 1,525,646 | US$76.63M | 4.43% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETFETF | Added | 1,851,959 | US$74.47M | 4.31% |
| ISHARES MSCI USA QUALITY FACTOR ETFETF | Added | 323,641 | US$71.02M | 4.11% |
| VANGUARD DIVIDEND APPRECIATION ETFETF | Added | 277,358 | US$65.63M | 3.79% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.