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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 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC CL A Communication Services 422.0 $241K 0.01% -118.0 -21.9% $572.13 +6.7%
42 ABBV ABBVIE INC COM Healthcare 954.0 $207K 0.01% -111.0 -10.4% $217.49 -0.8%
43 UNP UNION PAC CORP COM Industrials 799.0 $194K 0.01% -231.0 -22.4% $242.62 +9.6%
44 XEL XCEL ENERGY INC COM Utilities 2,437.0 $194K 0.01% -626.0 -20.4% $79.44 +2.1%
45 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 3,718.0 $184K 0.01% -35.0 -0.9% $49.37 +5.2%
46 DTM DT MIDSTREAM INC COMMON STOCK Energy 1,361.0 $183K 0.01% -520.0 -27.6% $134.67 +12.2%
47 DTE DTE ENERGY CO COM Utilities 1,214.0 $177K 0.01% -595.0 -32.9% $146.20 -0.6%
48 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1,202.0 $160K 0.01% -382.0 -24.1% $132.90 +35.7%
49 WFC WELLS FARGO & CO COM Financial Services 1,971.0 $157K 0.01% -397.0 -16.8% $79.61 -4.0%
50 COF CAPITAL ONE FINL CORP COM Financial Services 857.0 $156K 0.01% -203.0 -19.1% $182.43 +2.9%
51 PG PROCTER & GAMBLE CO COM Consumer Defensive 940.0 $136K 0.01% -706.0 -42.9% $144.44 -0.0%
52 IJR ISHARES CORE S&P SMALL CAP ETF 1,045.0 $130K 0.01% -3K -71.8% $124.31 +10.5%
53 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 125.0 $125K 0.01% -129.0 -50.8% $996.43 +3.2%
54 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 2,318.0 $78K 0.01% -55K -95.9% $33.53 -0.5%
55 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 993.0 $48K 0.00% -4K -79.8% $48.03 +0.1%
56 SCHD SCHWAB US DIVIDEND EQUITY ETF 1,367.0 $42K 0.00% -53K -97.5% $30.69 +7.0%
57 IVW ISHARES S&P 500 GROWTH ETF 239.0 $27K 0.00% -17K -98.6% $113.11 +20.8%
58 PEP PEPSICO INC COM Consumer Defensive 65.0 $10K 0.00% -2K -96.9% $155.29 -3.0%
Page 3 of 3  ·  58 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%