True Link Financial Advisors
True Link Financial Advisors reported 100 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are BIV (25.1%), IVV (12.4%) and BSV (11.9%). Compared with Q2 2026, the fund opened new positions in DFAS, IBTH and SPYM, added to BIV, BSV and DFCF, trimmed IVV, ITOT and QUAL and sold out of BND, OVT and AGG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BIV Vanguard Intermediate | $436M | 25.1% | 6M | +280K (+5%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $216M | 12.4% | 282K | −309 (−0%) | 8 of 8 | |
| 3 |  BSV Vanguard Short-Term Bond ETF | $207M | 11.9% | 2.7M | +97K (+4%) | 8 of 8 | |
| 4 |  DFCF Dimensional Core Fixed | $186M | 10.7% | 4.6M | +211K (+5%) | 6 of 8 | |
| 5 |  ITOT Ishares TR | $114M | 6.6% | 688K | −15K (−2%) | 8 of 8 | |
| 6 |  IEFA Ishares TR | $87.5M | 5.0% | 903K | +13K (+1%) | 8 of 8 | |
| 7 |  VTIP Vanguard Shrt Inf Prot | $77M | 4.4% | 1.6M | +38K (+3%) | 8 of 8 | |
| 8 |  DFAE Dimensional Emerg Core | $73.4M | 4.2% | 1.9M | +14K (+1%) | 8 of 8 | |
| 9 |  QUAL Ishares TR | $71.8M | 4.1% | 323K | −683 (−0%) | 8 of 8 | |
| 10 |  VIG Vanguard Dividend Appreciation ETF | $65.3M | 3.8% | 280K | +2,653 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL U S SMALL CAP ETF | $18.2M | 221K |
 BND Vanguard BD Index Fds | $712K | 9,694 |
 OVT Listed Fds TR | $513K | 24K |
 AGG Ishares TR | $481K | 4,860 |
 OKTA Okta Inc | $430K | 3,149 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →True Link Financial Advisors 13F FAQ
What does True Link Financial Advisors own?
True Link Financial Advisors reported 100 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are BIV (25.1%), IVV (12.4%) and BSV (11.9%). The table above lists every position in the filing (the top 10 without an account).
What did True Link Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 34 added to, 37 trimmed and 13 sold out. New positions include DFAS, IBTH and SPYM. It sold all of BND, OVT and AGG.
When will True Link Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is True Link Financial Advisors's portfolio worth?
The Q3 2026 filing reports $1.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.