True Link Financial Advisors, LLC

Q3 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
92
Total value ($000)
$1,553,920
Net value change ($000)
+104,806 (7.2%)
New positions
8
Sold out positions
3
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFCF 26,613 22.3%
BIV 26,049 7.4%
VTIP 22,037 47.1%
IVV 15,301 8.1%
ITOT 12,201 8.5%
BSV 11,028 6.7%
IEFA 6,312 9.4%
DFAE 5,741 11.6%
DFIV 4,907 10.4%
BNDX 2,075 7.1%
Top Reduces (Value $000, Stocks/ETFs)
SHV -32,179 -44.3%
SGOV -1,101 -25.6%
IBTG -556 -26.6%
iSHARES TRUST -554 -26.4%
SCHO -548 -26.2%
PRF -492 -100.0%
IJT -387 -100.0%
JNJ -205 -100.0%
IWP -167 -12.7%
IVE -104 -25.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type