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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 16 of 21  ·  418 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 512.0 $15K 0.00% NEW $29.13 +18.7%
302 TOTALENERGIES SE ACT 162.0 $15K 0.00% NEW $90.98
303 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 319.0 $15K 0.00% NEW $46.19 -0.4%
304 PFE PFIZER INC COM Healthcare 508.0 $14K 0.00% NEW $28.08 -7.9%
305 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 429.0 $14K 0.00% NEW $32.95 +10.6%
306 SRE SEMPRA COM Utilities 145.0 $14K 0.00% NEW $97.17 -5.8%
307 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 456.0 $14K 0.00% NEW $30.50 +10.2%
308 DXC DXC TECHNOLOGY CO COM Technology 1,099.0 $14K 0.00% NEW $12.57 -26.4%
309 EXP EAGLE MATLS INC COM Basic Materials 72.0 $14K 0.00% NEW $189.44 +9.0%
310 TEL TE CONNECTIVITY PLC ORD SHS Technology 65.0 $14K 0.00% NEW $209.02 -0.2%
311 ASML ASML HLDG NV N Y REGISTRY SHS Technology 10.0 $13K 0.00% NEW $1320.80 +23.6%
312 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 68.0 $13K 0.00% NEW $191.93 +8.2%
313 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 142.0 $13K 0.00% NEW $90.42 -5.4%
314 NVG NUVEEN AMT FREE MUN CR INC FD COM Financial Services 1,041.0 $13K 0.00% NEW $12.33 +0.9%
315 TD TORONTO DOMINION BK ONT COM NEW Financial Services 137.0 $13K 0.00% NEW $93.31 +20.6%
316 SAP SAP SE SPON ADR Technology 72.0 $12K 0.00% NEW $171.21 +2.3%
317 DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 243.0 $12K 0.00% NEW $49.69 +11.4%
318 BHRB BURKE HERBERT FINL SVCS CORP COM Financial Services 185.0 $12K 0.00% NEW $62.29 +1.2%
319 EA ELECTRONIC ARTS INC COM Communication Services 54.0 $11K 0.00% NEW $203.87 -1.3%
320 SYY SYSCO CORP COM Consumer Defensive 150.0 $11K 0.00% NEW $71.33 +5.6%
Page 16 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%