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Portfolio (Quarterly) Guide ↗

True Link Financial Advisors, LLC

· CIK 0001846236
13F Portfolio $1.6B AUM 418 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 311 New 32 Added 58 Reduced 7 Exited
Page 10 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 57.0 $19K 0.00% NEW $327.07 +12.9%
182 C CITIGROUP INC COM NEW Financial Services 163.0 $18K 0.00% NEW $113.41 +10.3%
183 TT TRANE TECHNOLOGIES PLC SHS Industrials 43.0 $18K 0.00% NEW $416.74 +8.2%
184 TXN TEXAS INSTRS INC COM Technology 91.0 $18K 0.00% NEW $194.14 +59.3%
185 MFC MANULIFE FINL CORP COM Financial Services 498.0 $17K 0.00% NEW $34.44 +11.9%
186 ABT ABBOTT LABORATORIES COM Healthcare 167.0 $17K 0.00% NEW $102.67 -14.9%
187 CW CURTISS WRIGHT CORP COM Industrials 25.0 $17K 0.00% NEW $681.12 +7.4%
188 AFL AFLAC INC COM Financial Services 153.0 $17K 0.00% NEW $109.71 +7.4%
189 GTLS CHART INDS INC COM Industrials 78.0 $16K 0.00% NEW $206.76 +0.6%
190 VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 129.0 $16K 0.00% NEW $124.46 +11.8%
191 IWB ISHARES RUSSELL 1000 ETF 45.0 $16K 0.00% NEW $356.56 +14.0%
192 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 172.0 $16K 0.00% NEW $93.00 +4.2%
193 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 78.0 $16K 0.00% NEW $203.18 +10.9%
194 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 200.0 $16K 0.00% NEW $79.15 -2.7%
195 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 512.0 $15K 0.00% NEW $29.13 +18.0%
196 TOTALENERGIES SE ACT 162.0 $15K 0.00% NEW $90.98
197 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 319.0 $15K 0.00% NEW $46.19 -0.7%
198 PFE PFIZER INC COM Healthcare 508.0 $14K 0.00% NEW $28.08 -7.8%
199 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 429.0 $14K 0.00% NEW $32.95 +8.5%
200 SRE SEMPRA COM Utilities 145.0 $14K 0.00% NEW $97.17 -4.5%
Page 10 of 16  ·  311 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.5%
Industrials 20.3%
Financial Services 16.1%
Healthcare 8.3%
Utilities 8.0%
Communication Services 6.5%
Consumer Cyclical 5.9%
Energy 5.7%
Consumer Defensive 3.4%
Basic Materials 0.9%