True Link Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$1,646,310
Net value change ($000)
+92,390 (5.9%)
New positions
28
Sold out positions
6
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IAGG 33,009 NEW
QUAL 32,077 101.8%
VIG 30,297 103.5%
BIV 28,053 7.4%
DFAS 14,532 NEW
BSV 11,672 6.6%
DFCF 11,563 7.9%
DFIV 5,338 10.3%
IVV 5,098 2.5%
IEFA 3,930 5.4%
Top Reduces (Value $000, Stocks/ETFs)
ITOT -39,790 -25.6%
BNDX -30,977 -99.2%
SCHD -30,645 -95.4%
iSHARES TRUST -1,547 -100.0%
VYMI -508 -100.0%
DLN -395 -10.4%
IVW -378 -14.9%
IVE -312 -100.0%
IWB -256 -100.0%
DTE -224 -49.0%
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