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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 5 of 21  ·  418 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 3,285.0 $253K 0.02% NEW $77.11 +9.5%
82 CAH CARDINAL HEALTH INC COM Healthcare 1,185.0 $250K 0.01% -165.0 -12.2% $211.31 -5.0%
83 HPQ HP INC COM Technology 12,800.0 $246K 0.01% $19.21 +31.4%
84 JNJ JOHNSON & JOHNSON COM Healthcare 993.0 $243K 0.01% -47.0 -4.5% $244.44 -4.1%
85 META META PLATFORMS INC CL A Communication Services 422.0 $241K 0.01% -118.0 -21.9% $572.13 +6.7%
86 VHT VANGUARD HEALTH CARE ETF 879.0 $239K 0.01% +40.0 +4.8% $272.33 +2.5%
87 CIEN CIENA CORP COM NEW Technology 600.0 $233K 0.01% NEW $388.23 +50.4%
88 AVDE AVANTIS INTERNATIONAL EQUITY ETF 2,720.0 $231K 0.01% $84.84 +7.0%
89 ESGE ISHARES ESG AWARE MSCI EM ETF 5,035.0 $229K 0.01% +130.0 +2.6% $45.47 +15.5%
90 SDY STATE STREET SPDR S&P DIVIDEND ETF 1,500.0 $219K 0.01% $145.94 +2.8%
91 CATH GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF 2,780.0 $217K 0.01% +146.0 +5.5% $78.15 +14.0%
92 ABBV ABBVIE INC COM Healthcare 954.0 $207K 0.01% -111.0 -10.4% $217.49 -0.8%
93 VGSH VANGUARD SHORT-TERM TREASURY ETF 3,481.0 $204K 0.01% NEW $58.54 -0.5%
94 CSCO CISCO SYS INC COM Technology 2,589.0 $201K 0.01% NEW $77.59 +55.2%
95 IYJ ISHARES U.S. INDUSTRIALS ETF 1,355.0 $200K 0.01% $147.54 +5.8%
96 ESGU ISHARES ESG AWARE MSCI USA ETF 1,399.0 $198K 0.01% NEW $141.42 +15.1%
97 SU SUNCOR ENERGY INC NEW COM Energy 2,982.0 $197K 0.01% NEW $66.11 +1.9%
98 UNP UNION PAC CORP COM Industrials 799.0 $194K 0.01% -231.0 -22.4% $242.62 +9.6%
99 XEL XCEL ENERGY INC COM Utilities 2,437.0 $194K 0.01% -626.0 -20.4% $79.44 +2.1%
100 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 3,718.0 $184K 0.01% -35.0 -0.9% $49.37 +5.2%
Page 5 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%