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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 7 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 269.0 $42K 0.00% NEW $157.28 -2.7%
122 EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 881.0 $42K 0.00% NEW $47.55 -0.9%
123 IUSV ISHARES CORE S&P US VALUE ETF 407.0 $42K 0.00% NEW $102.25 +7.9%
124 ADBE ADOBE INC COM Technology 171.0 $42K 0.00% NEW $243.08 +0.7%
125 AEP AMERICAN ELEC PWR CO INC COM Utilities 315.0 $41K 0.00% NEW $131.08 +0.4%
126 IRM IRON MTN INC DEL COM Real Estate 400.0 $41K 0.00% NEW $102.14 +23.8%
127 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 437.0 $41K 0.00% NEW $93.32 +3.1%
128 MBB ISHARES MBS ETF 425.0 $40K 0.00% NEW $94.95 -0.9%
129 DHI D R HORTON INC COM Consumer Cyclical 285.0 $39K 0.00% NEW $137.22 +4.7%
130 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 1,000.0 $39K 0.00% NEW $38.86 +12.2%
131 ENTERGY CORP NEW COM 345.0 $39K 0.00% NEW $112.36
132 HCA HCA HEALTHCARE INC COM Healthcare 81.0 $38K 0.00% NEW $473.23 -16.7%
133 MOOG INC CL A 130.0 $38K 0.00% NEW $292.64
134 NTRS NORTHERN TR CORP COM Financial Services 270.0 $38K 0.00% NEW $139.57 +20.2%
135 BDX BECTON DICKINSON & CO COM Healthcare 237.0 $37K 0.00% NEW $157.23 -6.1%
136 BA BOEING CO COM Industrials 185.0 $37K 0.00% NEW $199.03 +10.0%
137 GLD SPDR GOLD SHARES Financial Services 85.0 $37K 0.00% NEW $430.29 -3.8%
138 CRM SALESFORCE INC COM Technology 195.0 $36K 0.00% NEW $186.67 -3.5%
139 ES EVERSOURCE ENERGY COM Utilities 524.0 $36K 0.00% NEW $69.28 +1.0%
140 DCI DONALDSON INC COM Industrials 426.0 $36K 0.00% NEW $84.87 -1.4%
Page 7 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%