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Portfolio (Quarterly) Guide ↗

True Link Financial Advisors, LLC

· CIK 0001846236
13F Portfolio $1.6B AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 114 New
Page 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWM ISHARES RUSSELL 2000 ETF 1,267.0 $312K 0.02% NEW $246.16 +15.8%
82 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 12,800.0 $307K 0.02% NEW $24.02 +56.5%
83 PEP PEPSICO INC COM Consumer Defensive 2,117.0 $304K 0.02% NEW $143.52 +4.9%
84 ESGV VANGUARD ESG U.S. STOCK ETF 2,504.0 $303K 0.02% NEW $120.96 +8.7%
85 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 1,459.0 $296K 0.02% NEW $203.19 +70.6%
86 RTX RTX CORPORATION COM Industrials 1,613.0 $296K 0.02% NEW $183.40 -3.5%
87 GSSC TR ACTIVEBETA US SMALL CAP EQUITY ETF 3,866.0 $292K 0.02% NEW $75.63 +11.7%
88 HPQ HP INC COM Technology 12,800.0 $285K 0.02% NEW $22.28 +13.3%
89 V VISA INC COM CL A Financial Services 810.0 $284K 0.02% NEW $350.71 -6.2%
90 EFIV STATE STREET SPDR S&P 500 ESG ETF 4,204.0 $278K 0.02% NEW $66.15 +8.7%
91 CAH CARDINAL HEALTH INC COM Healthcare 1,350.0 $277K 0.02% NEW $205.50 -2.3%
92 VO VANGUARD MID-CAP ETF 955.0 $277K 0.02% NEW $290.22 -73.1%
93 CWI SPDR MSCI ACWI EX-US ETF 7,658.0 $275K 0.02% NEW $35.92 +11.5%
94 COF CAPITAL ONE FINL CORP COM Financial Services 1,060.0 $257K 0.02% NEW $242.36 -22.5%
95 IWD ISHARES RUSSELL 1000 VALUE ETF 1,195.0 $251K 0.01% NEW $210.34 +12.4%
96 ABBV ABBVIE INC COM Healthcare 1,065.0 $243K 0.01% NEW $228.49 -5.6%
97 VHT VANGUARD HEALTH CARE ETF 839.0 $242K 0.01% NEW $287.85 -3.0%
98 UNP UNION PAC CORP COM Industrials 1,030.0 $238K 0.01% NEW $231.32 +14.9%
99 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 4,924.0 $238K 0.01% NEW $48.32 -0.5%
100 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,646.0 $236K 0.01% NEW $143.31 +0.8%
Page 5 of 6  ·  114 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 33.7%
Industrials 17.7%
Financial Services 16.8%
Communication Services 7.8%
Healthcare 6.7%
Consumer Defensive 5.6%
Consumer Cyclical 4.8%
Utilities 4.1%
Energy 2.7%