True Link Financial Advisors, LLC - Portfolio Stock Holdings

True Link Financial Advisors, LLC disclosed 422 stock positions in a recent SEC 13F filing. $1,729,351,754 of stock holdings were filed, with the largest holdings including BIV, IVV, and BSV. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,886,887,606 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from corporations and other businesses.