True Link Financial Advisors, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,646,310
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 20.85 K | 1.3% | 4.404 K | 0 | 4.404 K |
| ETFs | 1.625 M | 98.7% | 87.99 K | 0 | 87.99 K |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
1,646,310
Holdings
114
QoQ value change ($000)
92,390
(5.9%)
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.