True Link Financial Advisors, LLC

SAN FRANCISCO, CA · CIK 1846236 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySan Francisco, CA

$1.7bn reported value +6.8% vs Q1 2026

104positions

88.4%in top 10

6 new 33 added 46 reduced 320 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	5,706,056	$437.7m25.31%	25.31%	Added +348.3k	+348,288 6.5%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	282,065	$211.2m12.21%	12.21%	Added +789	+789 0.3%
3	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	2,608,375	$203.2m11.75%	11.75%	Added +125.9k	+125,888 5.1%
4	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	4,435,777	$187.2m10.83%	10.83%	Added +171.2k	+171,245 4.0%
5	ISHARES TR CORE S&P TTL STK ITOT	ITOT	703,778	$115.6m6.69%	6.69%	Reduced -38.9k	-38,879 -5.2%
6	ISHARES TR CORE MSCI EAFE IEFA	IEFA	890,181	$86.0m4.97%	4.97%	Added +21.2k	+21,200 2.4%
7	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	1,525,646	$76.6m4.43%	4.43%	Added +54.6k	+54,631 3.7%
8	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	1,851,959	$74.5m4.31%	4.31%	Added +32.9k	+32,908 1.8%
9	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	323,641	$71.0m4.11%	4.11%	Added +3.0k	+3,034 0.9%
10	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	277,358	$65.6m3.79%	3.79%	Added +3.9k	+3,927 1.4%
11	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	1,105,949	$59.7m3.45%	3.45%	Reduced -14.4k	-14,351 -1.3%
12	ISHARES TR CORE INTL AGGR IAGG	IAGG	933,341	$47.2m2.73%	2.73%	Added +35.7k	+35,681 4.0%
13	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	220,656	$18.2m1.05%	1.05%	Added +2.0k	+2,004 0.9%
14	ISHARES TR CORE MSCI EURO IEUR	IEUR	127,792	$9.6m0.56%	0.56%	Unchanged
15	ISHARES TR RUS 1000 GRW ETF IWF	IWF	37,424	$4.6m0.27%	0.27%	Reduced -1.5k	-1,528 -3.9%
16	ISHARES TR MSCI EAFE ETF EFA	EFA	40,810	$4.2m0.25%	0.25%	Reduced -174	-174 -0.4%
17	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	38,123	$3.7m0.21%	0.21%	Reduced -500	-500 -1.3%
18	ISHARES TR IBONDS 26 TRM TS IBTG	IBTG	127,979	$2.9m0.17%	0.17%	Reduced -32.5k	-32,529 -20.3%
19	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	29,000	$2.9m0.17%	0.17%	Reduced -7.9k	-7,888 -21.4%
20	LOCKHEED MARTIN CORP COM LMT	LMT	4,697	$2.4m0.14%	0.14%	Reduced -90	-90 -1.9%
21	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	28,556	$2.4m0.14%	0.14%	Reduced -4.9k	-4,896 -14.6%
22	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	24,892	$2.1m0.12%	0.12%	Unchanged
23	VANGUARD INDEX FDS VALUE ETF VTV	VTV	7,016	$1.5m0.09%	0.09%	Reduced -6.1k	-6,089 -46.5%
24	ISHARES TR SHRT NAT MUN ETF SUB	SUB	13,535	$1.4m0.08%	0.08%	Unchanged
25	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	58,937	$1.4m0.08%	0.08%	Reduced -16.3k	-16,341 -21.7%
26	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	53,016	$1.3m0.08%	0.08%	Added +1.5k	+1,513 2.9%
27	APPLE INC COM AAPL	AAPL	4,279	$1.2m0.07%	0.07%	Reduced -103	-103 -2.4%
28	NVIDIA CORPORATION COM NVDA	NVDA	5,119	$1.0m0.06%	0.06%	Reduced -228	-228 -4.3%
29	AMAZON COM INC COM AMZN	AMZN	4,285	$1.0m0.06%	0.06%	Added +223	+223 5.5%
30	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,350	$1.0m0.06%	0.06%	Added +65	+65 5.1%
31	ISHARES TR CALIF MUN BD ETF CMF	CMF	17,154	$988.8k0.06%	0.06%	Added +5.5k	+5,544 47.8%
32	MICROSOFT CORP COM MSFT	MSFT	2,644	$986.3k0.06%	0.06%	Reduced -59	-59 -2.2%
33	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,486	$919.9k0.05%	0.05%	Added +18	+18 0.7%
34	GE AEROSPACE COM NEW GE	GE	2,420	$904.4k0.05%	0.05%	Added +34	+34 1.4%
35	JPMORGAN CHASE & CO COM JPM	JPM	2,434	$796.7k0.05%	0.05%	Reduced -4	-4 -0.2%
36	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	9,694	$711.6k0.04%	0.04%	Added +1.3k	+1,273 15.1%
37	GE VERNOVA INC COM GEV	GEV	575	$675.5k0.04%	0.04%	Added +8	+8 1.4%
38	DIMENSIONAL ETF TRUST CALIF MUN BD ETF DFCA	DFCA	13,310	$667.9k0.04%	0.04%	Unchanged
39	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,904	$654.8k0.04%	0.04%	Reduced -90	-90 -4.5%
40	ISHARES TR CORE S&P MCP ETF IJH	IJH	8,125	$626.5k0.04%	0.04%	Added +50	+50 0.6%
41	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,680	$600.4k0.03%	0.03%	Reduced -41	-41 -2.4%
42	ALPHABET INC CAP STK CL C GOOG	GOOG	1,637	$578.4k0.03%	0.03%	Reduced -45	-45 -2.7%
43	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	12,800	$577.4k0.03%	0.03%	Unchanged
44	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	1,987	$567.4k0.03%	0.03%	Unchanged
45	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	806	$553.6k0.03%	0.03%	Reduced -69	-69 -7.9%
46	ISHARES INC CORE MSCI EMKT IEMG	IEMG	6,526	$540.6k0.03%	0.03%	Added +550	+550 9.2%
47	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,832	$515.2k0.03%	0.03%	Added +14	+14 0.8%
48	LISTED FD TR OVERLAY SHS SHRT OVT	OVT	23,510	$513.1k0.03%	0.03%	New
49	VISA INC COM CL A V	V	1,495	$512.9k0.03%	0.03%	Added +363	+363 32.1%
50	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	1,459	$510.8k0.03%	0.03%	Unchanged
51	VANGUARD WORLD FD INF TECH ETF VGT	VGT	4,056	$484.8k0.03%	0.03%	Reduced -392	-392 -8.8%
52	ISHARES TR CORE US AGGBD ET AGG	AGG	4,860	$481.0k0.03%	0.03%	Unchanged
53	WISDOMTREE TR US MIDCAP DIVID DON	DON	8,196	$463.2k0.03%	0.03%	Reduced -11.1k	-11,090 -57.5%
54	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	6,475	$461.4k0.03%	0.03%	Added +1.2k	+1,227 23.4%
55	BROADCOM INC COM AVGO	AVGO	1,169	$441.6k0.03%	0.03%	Reduced -75	-75 -6.0%
56	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	7,587	$441.6k0.03%	0.03%	Added +4.1k	+4,106 118.0%
57	ISHARES TR RUS MD CP GR ETF IWP	IWP	2,948	$431.6k0.02%	0.02%	Reduced -4.8k	-4,792 -61.9%
58	OKTA INC CL A OKTA	OKTA	3,149	$429.7k0.02%	0.02%	Reduced -351	-351 -10.0%
59	SPDR SER TR S&P 500 ESG ETF EFIV	EFIV	5,644	$411.6k0.02%	0.02%	Added +200	+200 3.7%
60	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	17,667	$409.0k0.02%	0.02%	Added +2.2k	+2,153 13.9%
61	MORGAN STANLEY COM NEW MS	MS	1,927	$402.8k0.02%	0.02%	Reduced -30	-30 -1.5%
62	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	6,666	$397.9k0.02%	0.02%	Reduced -6.2k	-6,212 -48.2%
63	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	3,806	$391.3k0.02%	0.02%	Reduced -62	-62 -1.6%
64	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	2,806	$383.6k0.02%	0.02%	New
65	NUSHARES ETF TR ESG DIVIDEND ETF NUDV	NUDV	11,606	$377.8k0.02%	0.02%	Reduced -100	-100 -0.8%
66	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,237	$371.7k0.02%	0.02%	Added +101	+101 8.9%
67	ELI LILLY & CO COM LLY	LLY	308	$369.4k0.02%	0.02%	Reduced -16	-16 -4.9%
68	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	491	$361.4k0.02%	0.02%	Reduced -84	-84 -14.6%
69	WALMART INC COM WMT	WMT	3,151	$356.9k0.02%	0.02%	Reduced -190	-190 -5.7%
70	ALLSTATE CORP COM ALL	ALL	1,490	$354.5k0.02%	0.02%	Unchanged
71	APPLIED MATLS INC COM AMAT	AMAT	461	$333.3k0.02%	0.02%	Reduced -51	-51 -10.0%
72	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	7,237	$330.7k0.02%	0.02%	Reduced -1.5k	-1,479 -17.0%
73	AGILENT TECHNOLOGIES INC COM A	A	2,440	$324.1k0.02%	0.02%	Unchanged
74	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	2,439	$322.5k0.02%	0.02%	Reduced -65	-65 -2.6%
75	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	2,924	$313.2k0.02%	0.02%	Unchanged
76	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	12,211	$305.2k0.02%	0.02%	Unchanged
77	CISCO SYS INC COM CSCO	CSCO	2,575	$302.5k0.02%	0.02%	Reduced -14	-14 -0.5%
78	GOLDMAN SACHS ETF TR ACTIVEBETA US GSSC	GSSC	3,257	$297.2k0.02%	0.02%	Reduced -609	-609 -15.8%
79	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	583	$291.7k0.02%	0.02%	Added +18	+18 3.2%
80	RTX CORPORATION COM RTX	RTX	1,512	$286.9k0.02%	0.02%	Added +1	+1 0.1%
81	ISHARES TR SHORT TREAS BD SHV	SHV	2,555	$282.0k0.02%	0.02%	Reduced -208	-208 -7.5%
82	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	3,285	$280.8k0.02%	0.02%	Unchanged
83	HP INC COM HPQ	HPQ	12,800	$280.8k0.02%	0.02%	Unchanged
84	CARDINAL HEALTH INC COM CAH	CAH	1,177	$279.6k0.02%	0.02%	Reduced -8	-8 -0.7%
85	JOHNSON & JOHNSON COM JNJ	JNJ	1,071	$272.0k0.02%	0.02%	Added +78	+78 7.8%
86	LISTED FDS TR SHARES LAG CAP OVL	OVL	4,714	$266.9k0.02%	0.02%	New
87	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,252	$262.0k0.02%	0.02%	Reduced -936	-936 -22.4%
88	GLOBAL X FDS S&P 500 CATHOLIC CATH	CATH	2,874	$254.3k0.01%	0.01%	Added +94	+94 3.4%
89	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	4,605	$251.8k0.01%	0.01%	Reduced -430	-430 -8.5%
90	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,033	$250.4k0.01%	0.01%	Reduced -276	-276 -21.1%
91	LISTED FD TR SHARES CORE BD OVB	OVB	12,223	$249.8k0.01%	0.01%	New
92	CIENA CORP COM NEW CIEN	CIEN	500	$245.3k0.01%	0.01%	Reduced -100	-100 -16.7%
93	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	8,297	$244.2k0.01%	0.01%	Added +3.4k	+3,373 68.5%
94	LISTED FDS TR SHARES FOREIGN OVF	OVF	7,700	$244.0k0.01%	0.01%	New
95	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	4,768	$243.4k0.01%	0.01%	New
96	ABBVIE INC COM ABBV	ABBV	954	$240.1k0.01%	0.01%	Unchanged
97	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	798	$238.6k0.01%	0.01%	Reduced -81	-81 -9.2%
98	META PLATFORMS INC CL A META	META	422	$237.7k0.01%	0.01%	Unchanged
99	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	2,656	$236.9k0.01%	0.01%	Reduced -64	-64 -2.4%
100	SPDR SER TR S&P DIVID ETF SDY	SDY	1,500	$228.3k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	2,606	$442.1k2.6k shares
ISHARES TR ESGU	ESGU	1,399	$197.8k1.4k shares
SUNCOR ENERGY INC NEW SU	SU	2,982	$197.1k3.0k shares
XCEL ENERGY INC XEL	XEL	2,437	$193.6k2.4k shares
SELECT SECTOR SPDR TR XLF	XLF	3,718	$183.6k3.7k shares
DT MIDSTREAM INC DTM	DTM	1,361	$183.3k1.4k shares
DTE ENERGY CO DTE	DTE	1,214	$177.5k1.2k shares
EXELON CORP EXC	EXC	3,620	$177.5k3.6k shares
NEXTERA ENERGY INC NEE	NEE	1,910	$177.4k1.9k shares
SELECT SECTOR SPDR TR XLU	XLU	3,780	$173.5k3.8k shares
ISHARES TR IEF	IEF	1,707	$162.9k1.7k shares
TJX COS INC NEW TJX	TJX	1,002	$160.0k1.0k shares
SELECT SECTOR SPDR TR XLK	XLK	1,202	$159.7k1.2k shares
SHELL PLC SHEL	SHEL	1,700	$158.1k1.7k shares
WELLS FARGO CO NEW WFC	WFC	1,971	$156.9k2.0k shares
CAPITAL ONE FINL CORP COF	COF	857	$156.3k857 shares
SELECT SECTOR SPDR TR XLP	XLP	1,854	$152.0k1.9k shares
CORTEVA INC CTVA	CTVA	1,800	$150.7k1.8k shares
TAPESTRY INC TPR	TPR	1,050	$148.2k1.1k shares
GLOBAL X FDS CEFA	CEFA	3,961	$146.1k4.0k shares
VANGUARD INDEX FDS VUG	VUG	1,980	$144.1k2.0k shares
CONOCOPHILLIPS COP	COP	1,075	$141.9k1.1k shares
ALPS ETF TR SDOG	SDOG	2,100	$136.6k2.1k shares
SELECT SECTOR SPDR TR XLE	XLE	2,228	$136.5k2.2k shares
PROCTER AND GAMBLE CO PG	PG	940	$135.8k940 shares