True Link Financial Advisors, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,729,351
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 104 | 1,729,351 | 13F-HR/A - RESTATEMENT | True Link Financial Advisors, LLC |
| Q2 2026 | 7/31/2026 | 104 | 21,801,556 | 13F-HR | True Link Financial Advisors, LLC |
| Q1 2026 | 4/29/2026 | 418 | 1,619,304 | 13F-HR/A - RESTATEMENT | True Link Financial Advisors, LLC |
| Q1 2026 | 4/29/2026 | 418 | 1,619,304 | 13F-HR | True Link Financial Advisors, LLC |
| Q4 2025 | 1/29/2026 | 114 | 1,646,310 | 13F-HR | True Link Financial Advisors, LLC |
| Q3 2025 | 11/6/2025 | 92 | 1,553,920 | 13F-HR | True Link Financial Advisors, LLC |
| Q2 2025 | 7/24/2025 | 87 | 1,449,114 | 13F-HR | True Link Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.61 K | 1.1% | 0 | 7.991 K | -7.991 K |
| ETFs | 1.711 M | 98.9% | 118 K | 0 | 118 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
1,729,351
Holdings
104
QoQ value change ($000)
110,047
(6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.