True Link Financial Advisors, LLC ETF holdings
San Francisco, CA
Reported $1.7B in 70 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.7B
ETFs held
70
Change from prior quarter
+7.4%
With price moves
ETFs as a share of its 13F
98.9%
of $1.7B
Top 10 of 70 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BIV | Vanguard Intermediate-Term Bond ETF | $437.7M | 5,706,056 | +348,288 shares |
| IVV | iShares Core S&P 500 ETF | $211.2M | 282,065 | +789 shares |
| BSV | Vanguard Short-Term Bond ETF | $203.2M | 2,608,375 | +125,888 shares |
| DFCF | Dimensional Core Fixed Income ETF | $187.2M | 4,435,777 | +171,245 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $115.6M | 703,778 | −38,879 shares |
| IEFA | iShares Core MSCI EAFE ETF | $86.0M | 890,181 | +21,200 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $76.6M | 1,525,646 | +54,631 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $74.5M | 1,851,959 | +32,908 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $71.0M | 323,641 | +3,034 shares |
| VIG | Vanguard Dividend Appreciation ETF | $65.6M | 277,358 | +3,927 shares |
60 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001846236. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does True Link Financial Advisors, LLC own?
True Link Financial Advisors, LLC reported 70 ETF positions worth $1.7B in its Form 13F for June 30, 2026. The largest was BIV, at $437.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.