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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 13 of 21  ·  418 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BA BOEING CO COM Industrials 185.0 $37K 0.00% NEW $199.03 +10.0%
242 GLD SPDR GOLD SHARES Financial Services 85.0 $37K 0.00% NEW $430.29 -3.8%
243 CRM SALESFORCE INC COM Technology 195.0 $36K 0.00% NEW $186.67 -3.5%
244 ES EVERSOURCE ENERGY COM Utilities 524.0 $36K 0.00% NEW $69.28 +1.0%
245 DCI DONALDSON INC COM Industrials 426.0 $36K 0.00% NEW $84.87 -1.4%
246 QCOM QUALCOMM INC COM Technology 270.0 $35K 0.00% NEW $128.78 +84.9%
247 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 433.0 $34K 0.00% NEW $79.27 -0.5%
248 IQVIA HLDGS INC COM 197.0 $34K 0.00% NEW $170.54
249 LRCX LAM RESEARCH CORP COM NEW Technology 157.0 $34K 0.00% NEW $213.66 +42.9%
250 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 455.0 $33K 0.00% NEW $72.46 +19.8%
251 CB CHUBB LTD SWITZ COM Financial Services 101.0 $33K 0.00% NEW $325.93 +0.6%
252 ORI OLD REP INTL CORP COM Financial Services 820.0 $33K 0.00% NEW $39.90 -1.4%
253 DIS DISNEY WALT CO COM Communication Services 337.0 $32K 0.00% NEW $96.38 +6.9%
254 BSX BOSTON SCIENTIFIC CORP COM Healthcare 517.0 $32K 0.00% NEW $62.75 -7.9%
255 EQT EQT CORP COM Energy 500.0 $32K 0.00% NEW $63.64 -9.0%
256 PM PHILIP MORRIS INTL INC COM Consumer Defensive 190.0 $31K 0.00% NEW $165.34 +14.3%
257 IWR ISHARES RUSSELL MIDCAP ETF 322.0 $31K 0.00% NEW $97.23 +8.9%
258 CMCSA COMCAST CORP NEW CL A Communication Services 1,071.0 $31K 0.00% NEW $28.71 -12.2%
259 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 203.0 $30K 0.00% NEW $146.61 +2.2%
260 ETN EATON CORP PLC SHS Industrials 82.0 $29K 0.00% NEW $357.67 +9.4%
Page 13 of 21  ·  418 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%