StockDriftsStockDriftsTop 50 True Link Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 26.17% | 5.71M | $5.7M | +6.50%(+348.29K) | $75.88(-0.45%) | 2026-06-30 | |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 20.35% | 4.44M | $4.4M | +4.02%(+171.25K) | $42.25(-1.93%) | 2026-06-30 | |
| BSV | VANGUARD SHORT-TERM BOND ETF | 11.96% | 2.61M | $2.6M | +5.07%(+125.89K) | $79.27(-2.09%) | 2026-06-30 | |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 8.49% | 1.85M | $1.9M | +1.81%(+32.91K) | $24.68(+59.49%) | 2026-06-30 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 7% | 1.53M | $1.5M | +3.71%(+54.63K) | $49.82(-0.23%) | 2026-06-30 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 5.07% | 1.11M | $1.1M | -1.28%(-14.35K) | $32.45(+79.03%) | 2026-06-30 | |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 4.28% | 933.3K | $933K | +3.97%(+35.68K) | $50.54(-1.56%) | 2026-06-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 4.08% | 890.2K | $890K | +2.44%(+21.20K) | $70.17(+44.40%) | 2026-06-30 | |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 3.23% | 703.8K | $704K | -5.24%(-38.88K) | $96.24(+76.47%) | 2026-06-30 | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 1.48% | 323.6K | $324K | +0.95%(+3.03K) | $177.59(+26.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.39% | +23.86% | +2.54% | +13.38% |
| Top 20 Holdings Unweighted | +8.12% | +26.37% | +2.37% | +12.41% |
True Link Financial Advisors, LLC reports $1.73B in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are BIV (26.2%), DFCF (20.4%) and BSV (12.0%). The top 20 holdings account for 97.9% of reported assets. Its disclosed equity book has returned +23.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from True Link Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846236). View True Link Financial Advisors, LLC’s 13F filings on SEC