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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 8 of 21  ·  418 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLK BLACKROCK INC COM Financial Services 113.0 $109K 0.01% NEW $961.71 +11.6%
142 MMM 3M CO COM Industrials 744.0 $108K 0.01% NEW $145.23 +5.0%
143 VDC VANGUARD CONSUMER STAPLES ETF 479.0 $108K 0.01% NEW $224.59 +2.3%
144 DVY ISHARES SELECT DIVIDEND ETF 709.0 $107K 0.01% NEW $151.41 +2.9%
145 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 2,110.0 $107K 0.01% NEW $50.81 +8.1%
146 LH LABCORP HOLDINGS INC COM SHS Healthcare 400.0 $107K 0.01% NEW $266.81 -2.6%
147 CSX CSX CORP COM Industrials 2,581.0 $106K 0.01% NEW $41.04 +10.9%
148 IYW ISHARES U.S. TECHNOLOGY ETF 570.0 $103K 0.01% NEW $181.42 +33.3%
149 DUK DUKE ENERGY CORP NEW COM NEW Utilities 780.0 $102K 0.01% NEW $130.94 -4.0%
150 EFV ISHARES MSCI EAFE VALUE ETF 1,353.0 $101K 0.01% NEW $74.35 +5.8%
151 MUB ISHARES NATIONAL MUNI BOND ETF 936.0 $99K 0.01% NEW $106.15 +0.0%
152 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 1,747.0 $99K 0.01% NEW $56.58 +8.0%
153 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 1,200.0 $97K 0.01% NEW $80.95 -1.8%
154 GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 905.0 $97K 0.01% NEW $106.68 -0.8%
155 MCO MOODYS CORP COM Financial Services 217.0 $95K 0.01% NEW $436.25 +3.0%
156 MTZ MASTEC INC COM Industrials 288.0 $93K 0.01% NEW $321.74 +18.8%
157 WM WASTE MGMT INC DEL COM Industrials 392.0 $90K 0.01% NEW $229.79 -5.2%
158 JGRO JPMORGAN ACTIVE GROWTH ETF 1,061.0 $90K 0.01% NEW $84.52 +15.0%
159 APH AMPHENOL CORP CL A Technology 707.0 $89K 0.01% NEW $126.35 +4.5%
160 SO SOUTHERN CO COM Utilities 920.0 $89K 0.01% NEW $96.53 -2.1%
Page 8 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%