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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 16 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 21.0 $2K NEW $97.90 +20.8%
302 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 85.0 $2K NEW $23.32 +0.4%
303 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 42.0 $2K NEW $47.02 +11.0%
304 NUSC NUVEEN ESG SMALL-CAP ETF 43.0 $2K NEW $45.07 +9.1%
305 DXCM DEXCOM INC COM Healthcare 30.0 $2K NEW $62.80 +14.8%
306 CL COLGATE PALMOLIVE CO COM Consumer Defensive 20.0 $2K NEW $85.25 +6.3%
307 NOW SERVICENOW INC COM Technology 15.0 $2K NEW $104.53 -2.3%
308 PINK SIMPLIFY HEALTH CARE ETF 28.0 $942.0 NEW $33.64 +9.6%
309 VYX NCR VOYIX CORPORATION COM Technology 142.0 $899.0 NEW $6.33 +4.1%
310 TBIL F/M US TREASURY 3 MONTH BILL FUND 14.0 $698.0 NEW $49.86 +0.2%
311 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 15.0 $555.0 NEW $37.00 +15.3%
Page 16 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%