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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VGIT	VANGUARD INTERMEDIATE-TERM TREASURY ETF	—	71,443	$4.3M	0.26%	SOLD
2	ICSH	ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF	—	40,969	$2.1M	0.13%	SOLD
3	VLUE	ISHARES MSCI USA VALUE FACTOR ETF	—	12,128	$1.7M	0.10%	SOLD
4	FLEX	FLEX LTD ORD	Technology	12,758	$771K	0.05%	SOLD
5	BLV	VANGUARD LONG-TERM BOND ETF	—	11,000	$765K	0.05%	SOLD
6	DIM	WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND	—	7,845	$632K	0.04%	SOLD
7	IBDT	ISHARES IBONDS DEC 2028 TERM CORPORATE ETF	—	15,578	$397K	0.02%	SOLD

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%