True Link Financial Advisors, LLC holds a concentrated book of 104 stocks worth $1.7B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Overlay Shares SHRT Term Bon and trimmed Ishares Core S&P Total U.S.. Their largest long position is Vanguard Intermediate-Term B at 25% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1846236/holdings"
Use Arkolith to show True Link Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as True Link Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $110.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $22.0B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $19.1B |
| Allworth Financial LP | 78 / 80 | $9.4B |
| MORGAN STANLEY | 77 / 80 | $560.1B |
| JPMORGAN CHASE & CO | 77 / 80 | $476.4B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $186.1B |
| ROYAL BANK OF CANADA | 77 / 80 | $153.8B |
Ranked by how many of True Link Financial Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intermediate-Term Bond ETF ETF | $437.7M | 5.71M | 25.3% | ▲+6.5% Added · +348K sh | |
| 2 | Ishares Core S&P 500 ETF ETF | $211.2M | 282.1K | 12.2% | ▲+0.3% Added · +789 sh | |
| 3 | Vanguard Short-Term Bond ETF ETF | $203.2M | 2.61M | 11.8% | ▲+5.1% Added · +126K sh | |
| 4 | Dimensional Core Fixed Income ETF ETF | $187.2M | 4.44M | 10.8% | ▲+4.0% Added · +171K sh | |
| 5 | Ishares Core S&P Total U.S. Stock Market ETF ETF | $115.6M | 703.8K | 6.7% | ▼−5.2% Reduced · −39K sh | |
| 6 | Ishares Core Msci Eafe ETF ETF | $86.0M | 890.2K | 5.0% | ▲+2.4% Added · +21K sh | |
| 7 | Vanguard Short-Term Inflation-Protected Securities ETF ETF | $76.6M | 1.53M | 4.4% | ▲+3.7% Added · +55K sh | |
| 8 | Dimensional Emerging Core Equity Market ETF ETF | $74.5M | 1.85M | 4.3% | ▲+1.8% Added · +33K sh | |
| 9 | Ishares Msci USA Quality Factor ETF ETF | $71.0M | 323.6K | 4.1% | ▲+0.9% Added · +3K sh | |
| 10 | Vanguard Dividend Appreciation ETF ETF | $65.6M | 277.4K | 3.8% | ▲+1.4% Added · +4K sh | |
| 11 | Dimensional International Value ETF ETF | $59.7M | 1.11M | 3.5% | ▼−1.3% Reduced · −14K sh | |
| 12 | Ishares Core International Aggregate Bond ETF ETF | $47.2M | 933.3K | 2.7% | ▲+4.0% Added · +36K sh | |
| 13 | Dimensional U.S. Small Cap ETF ETF | $18.2M | 220.7K | 1.1% | ▲+0.9% Added · +2K sh | |
| 14 | Ishares Core Msci Europe ETF ETF | $9.6M | 127.8K | 0.6% | —Held | |
| 15 | Ishares Russell 1000 Growth ETF ETF | $4.6M | 37.4K | 0.3% | ▲+284% Added · +28K sh | |
| 16 | Ishares Msci Eafe ETF ETF | $4.2M | 40.8K | 0.2% | ▼−0.4% Reduced · −174 sh | |
| 17 | Wisdomtree U.S. Largecap Dividend Fund ETF | $3.7M | 38.1K | 0.2% | ▼−1.3% Reduced · −500 sh | |
| 18 | Ishares Ibonds Dec 2026 Term Treasury ETF ETF | $2.9M | 128.0K | 0.2% | ▼−20% Reduced · −33K sh | |
| 19 | Ishares 0-3 Month Treasury Bond ETF ETF | $2.9M | 29.0K | 0.2% | ▼−21% Reduced · −8K sh | |
| 20 | Lockheed Martin Corp Com Stock | $2.4M | 4.7K | 0.1% | ▼−1.9% Reduced · −90 sh | |
| 21 | Vanguard Ftse All-World Ex-US Index Fund ETF | $2.4M | 28.6K | 0.1% | ▼−15% Reduced · −5K sh | |
| 22 | Vanguard Intermediate-Term Corporate Bond ETF ETF | $2.1M | 24.9K | 0.1% | —Held | |
| 23 | Vanguard Value ETF ETF | $1.5M | 7.0K | 0.1% | ▼−46% Reduced · −6K sh | |
| 24 | Ishares Short-Term National Muni Bond ETF ETF | $1.4M | 13.5K | 0.1% | —Held | |
| 25 | Schwab Short-Term US Treasury ETF ETF | $1.4M | 58.9K | 0.1% | ▼−22% Reduced · −16K sh | |
| 26 | Schwab Intermediate-Term US Treasury ETF ETF | $1.3M | 53.0K | 0.1% | ▲+2.9% Added · +2K sh | |
| 27 | Apple Inc Com Stock | $1.2M | 4.3K | 0.1% | ▼−2.4% Reduced · −103 sh | |
| 28 | Nvidia Corporation Com Stock | $1.0M | 5.1K | 0.1% | ▼−4.3% Reduced · −228 sh | |
| 29 | Amazon Com Inc Com Stock | $1.0M | 4.3K | 0.1% | ▲+5.5% Added · +223 sh | |
| 30 | State Street SPDR S&P 500 ETF ETF | $1.0M | 1.4K | 0.1% | ▲+5.0% Added · +65 sh | |
| 31 | Ishares California Muni Bond ETF ETF | $989K | 17.2K | 0.1% | ▲+48% Added · +6K sh | |
| 32 | Microsoft Corp Com Stock | $986K | 2.6K | 0.1% | ▼−2.2% Reduced · −59 sh | |
| 33 | Vanguard Total Stock Market ETF ETF | $920K | 2.5K | 0.1% | ▲+0.7% Added · +18 sh | |
| 34 | Ge Aerospace Com New Stock | $904K | 2.4K | 0.1% | ▲+1.4% Added · +34 sh | |
| 35 | JPMorgan Chase & Co Com Stock | $797K | 2.4K | 0.0% | ▼−0.2% Reduced · −4 sh | |
| 36 | Vanguard Total Bond Market ETF ETF | $712K | 9.7K | 0.0% | ▲+15% Added · +1K sh | |
| 37 | Ge Vernova Inc Com Stock | $676K | 575 | 0.0% | ▲+1.4% Added · +8 sh | |
| 38 | Dimensional California Municipal Bond ETF ETF | $668K | 13.3K | 0.0% | —Held | |
| 39 | Vanguard Large-Cap ETF ETF | $655K | 1.9K | 0.0% | ▼−4.5% Reduced · −90 sh | |
| 40 | Ishares Core S&P Mid-Cap ETF ETF | $627K | 8.1K | 0.0% | ▲+0.6% Added · +50 sh | |
| 41 | Alphabet Inc Cap STK CL A Stock | $600K | 1.7K | 0.0% | ▼−2.4% Reduced · −41 sh | |
| 42 | Alphabet Inc Cap STK CL C Stock | $578K | 1.6K | 0.0% | ▼−2.7% Reduced · −45 sh | |
| 43 | Hewlett Packard Enterprise Co Com Stock | $577K | 12.8K | 0.0% | —Held | |
| 44 | Fidelity Msci Information Technology Index ETF ETF | $567K | 2.0K | 0.0% | —Held | |
| 45 | Vanguard S&P 500 ETF ETF | $554K | 806 | 0.0% | ▼−7.9% Reduced · −69 sh | |
| 46 | Ishares Core Msci Emerging Markets ETF ETF | $541K | 6.5K | 0.0% | ▲+9.2% Added · +550 sh | |
| 47 | International Business Machs Com Stock | $515K | 1.8K | 0.0% | ▲+0.8% Added · +14 sh | |
| 48 | Overlay Shares Short Term Bond ETF ETF | $513K | 23.5K | 0.0% | ▲New New position | |
| 49 | Visa Inc Com CL A Stock | $513K | 1.5K | 0.0% | ▲+32% Added · +363 sh | |
| 50 | Keysight Technologies Inc Com Stock | $511K | 1.5K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 104 | $1.7B | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 418 | $1.6B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 114 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 92 | $1.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 87 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 94 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 73 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.