True Link Financial Advisors, LLC
•CIK: 1846236•Filing: Q4 2025
**True Link Financial Advisors, LLC** manages $1.6B across a diversified portfolio of 114 positions. The firm exhibits significant concentration in key holdings, notably maintaining a substantial position in BIV at $407.0M and IVV at $208.2M. Further allocations include $188.3M in BSV and $157.5M in DFCF, suggesting a tactical focus across varied sectors. This structure indicates a conviction-driven approach utilizing large, established market vehicles.
Total AUM
$1.6B
QoQ Performance
+6.0%
Positions
114
Top 10 Concentration
85.4%
Latest Filing
Q4 2025
Top Holdings Allocation
BIV
IVV
BSV
DFCF
ITOT
BIV24.7%
IVV12.6%
BSV11.4%
DFCF9.6%
ITOT7.0%
IEFA4.7%
VTIP4.4%
QUAL3.9%
📈 Biggest Buys
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
NEW
2.0% of portfolio
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+97.7%
3.9% of portfolio
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+99.9%
3.6% of portfolio
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+7.7%
24.7% of portfolio
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
NEW
0.9% of portfolio
📉 Biggest Sells
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-27.2%
7.0% of portfolio
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-95.4%
0.1% of portfolio
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-99.2%
0.0% of portfolio
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
-11.5%
0.2% of portfolio
IVW
ISHARES S&P 500 GROWTH ETF
-16.6%
0.1% of portfolio
Sector Breakdown
Other86.3%
ETF12.7%
Technology0.4%
Industrial0.2%
Financial0.2%
Consumer0.1%
Healthcare0.0%
Energy0.0%
🚪 Exited Positionssold since Q3 2025
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
SOLD
$1.5M
+1 more exited positions
Changes from Q3 2025
NEW28 new positions
↑40 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023