True Link Financial Advisors, LLC

CIK

1846236

Location

SAN FRANCISCO, CA

Portfolio Value

Micro $27,118,437

Diversification

Diversified

Filing Date

Global Rank

#7,140 / 8,232 ▲ 396

Top Industry

Aerospace & Defense 15.7%

3Y Alpha vs SPY

-1.8%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.5%

SPY

+76.3%

Annualised alpha

-1.8%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

254 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.7%

−0.5 pts

Top 5

25.0%

−10.3 pts

Top 10

36.9%

−17.7 pts

HHI

239

Diversified−186

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.8%	$6,719,760	41
Industrials	22.3%	$6,041,280	36
Financial Services	12.8%	$3,464,790	51
Healthcare	8.3%	$2,251,652	34
Utilities	6.4%	$1,745,670	20
Consumer Cyclical	6.0%	$1,614,521	17
Energy	5.5%	$1,502,977	16
Communication Services	4.7%	$1,285,835	12
Unclassified	4.4%	$1,204,138	3
Consumer Defensive	3.5%	$946,021	15
Basic Materials	0.9%	$245,097	6
Real Estate	0.4%	$96,696	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
V	Visa Inc.	+322	1,132	$342,135
JPM	Jpmorgan Chase & Co	+120	2,438	$717,162
LLY	ELI LILLY & Co	+12	324	$298,005
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PEP	Pepsico Inc	−2,052	65	$10,093
BRK-B	Berkshire Hathaway Inc	−2,049	565	$270,748
OKTA	Okta, Inc.	−1,224	3,500	$275,485
PG	PROCTER & GAMBLE Co	−706	940	$135,773
GOOGL	Alphabet Inc.	−650	1,721	$494,890
XEL	Xcel Energy Inc	−626	2,437	$193,595
DTE	Dte Energy Co	−595	1,214	$177,511
NVDA	Nvidia Corp	−550	5,347	$932,516
DTM	DT Midstream, Inc.	−520	1,361	$183,285
MSFT	Microsoft Corp	−431	2,703	$1,000,569
WFC	Wells Fargo & Company/Mn	−397	1,971	$156,911
AAPL	Apple Inc.	−377	4,382	$1,112,107
WMT	Walmart Inc.	−304	3,341	$415,219
AMZN	Amazon Com Inc	−282	4,062	$845,992
MS	Morgan Stanley	−277	1,957	$322,063
XOM	Exxon Mobil Corp	−249	2,606	$442,133
UNP	Union Pacific Corp	−231	799	$193,853
COF	Capital One Financial Corp	−203	857	$156,342
LMT	Lockheed Martin Corp	−190	4,787	$2,893,214
CAH	Cardinal Health Inc	−165	1,185	$250,402
AVGO	Broadcom Inc.	−156	1,244	$385,030
COST	Costco Wholesale Corp /New	−129	125	$124,553
META	Meta Platforms, Inc.	−118	422	$241,438
ABBV	AbbVie Inc.	−111	954	$207,485
RTX	RTX Corp	−102	1,511	$291,471
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CIEN	Ciena Corp	600	$232,938
CSCO	Cisco Systems, Inc.	2,589	$200,880
SU	Suncor Energy Inc	2,982	$197,140
GWW	W.W. Grainger, Inc.	164	$178,892
EXC	Exelon Corp	3,620	$177,452
NEE	Nextera Energy Inc	1,910	$177,400
AMAT	Applied Materials Inc /De	512	$174,996
TJX	Tjx Companies Inc /De/	1,002	$160,019
SHEL	Shell plc	1,700	$158,100
CTVA	Corteva, Inc.	1,800	$150,678
TPR	Tapestry, Inc.	1,050	$148,165
COP	Conocophillips	1,075	$141,900
CEG	Constellation Energy Corp	458	$127,896
AXP	American Express Co	422	$127,646
TSM	Taiwan Semiconductor Manufacturing Co Ltd	371	$125,379
FE	Firstenergy Corp	2,473	$125,282
ED	Consolidated Edison Inc	1,100	$124,498
CAT	Caterpillar Inc	174	$123,272
MCD	Mcdonalds Corp	384	$119,343
CVX	Chevron Corp	569	$117,726
TDS	Telephone & Data Systems Inc /De/	2,700	$113,670
VZ	Verizon Communications Inc	2,261	$113,502
TMO	Thermo Fisher Scientific Inc.	225	$110,594
BLK	BlackRock, Inc.	113	$108,673
MMM	3M Co	744	$108,051
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
FLEX	Flex Ltd.	12,758	$770,838
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

254 positions · $27,118,437 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 254 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LMT	Lockheed Martin Corp Industrials	Reduced	4,787	-190	$2,893,214	+20.2%	10.67%
AAPL	Apple Inc. Technology	Reduced	4,382	-377	$1,112,107	−14.0%	4.10%
MSFT	Microsoft Corp Technology	Reduced	2,703	-431	$1,000,569	−34.0%	3.69%
NVDA	Nvidia Corp Technology	Reduced	5,347	-550	$932,516	−15.2%	3.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,062	-282	$845,992	−15.6%	3.12%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,285	-48	$835,686	−8.1%	3.08%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,438	+120	$717,162	−4.0%	2.64%
GE	General Electric Co Industrials	Reduced	2,386	-15	$677,075	−8.5%	2.50%
GEV	GE Vernova Inc. Industrials	Reduced	567	-49	$494,934	+22.9%	1.83%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,721	-650	$494,890	−33.3%	1.82%
XOM	Exxon Mobil Corp Energy	Reduced	2,606	-249	$442,133	+28.7%	1.63%
IBM	International Business Machines Corp Technology	Reduced	1,818	-23	$440,665	−19.2%	1.62%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,341	-304	$415,219	+2.2%	1.53%
KEYS	Keysight Technologies, Inc. Technology	Held	1,459	0	$411,977	+39.0%	1.52%
AVGO	Broadcom Inc. Technology	Reduced	1,244	-156	$385,030	−20.5%	1.42%
V	Visa Inc. Financial Services	Added	1,132	+322	$342,135	+20.4%	1.26%
QQQ	Invesco Qqq Trust, Series 1	Reduced	575	-27	$331,878	−10.3%	1.22%
MS	Morgan Stanley Financial Services	Reduced	1,957	-277	$322,063	−18.8%	1.19%
ALL	Allstate Corp Financial Services	Reduced	1,490	-50	$308,936	−3.6%	1.14%
HPE	Hewlett Packard Enterprise Co Technology	Held	12,800	0	$304,768	−0.9%	1.12%
LLY	ELI LILLY & Co Healthcare	Added	324	+12	$298,005	−11.1%	1.10%
RTX	RTX Corp Industrials	Reduced	1,511	-102	$291,471	−1.5%	1.07%
A	Agilent Technologies, Inc. Healthcare	Held	2,440	0	$278,111	−16.2%	1.03%
OKTA	Okta, Inc. Technology	Reduced	3,500	-1,224	$275,485	−32.6%	1.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	565	-2,049	$270,748	−79.4%	1.00%
CAH	Cardinal Health Inc Healthcare	Reduced	1,185	-165	$250,402	−9.7%	0.92%
HPQ	Hp Inc Technology	Held	12,800	0	$245,888	−13.8%	0.91%
JNJ	Johnson & Johnson Healthcare	Reduced	993	-47	$242,728	+12.8%	0.90%
META	Meta Platforms, Inc. Communication Services	Reduced	422	-118	$241,438	−32.3%	0.89%
CIEN	Ciena Corp Technology	NEW	600	NEW	$232,938	NEW	0.86%
ABBV	AbbVie Inc. Healthcare	Reduced	954	-111	$207,485	−14.7%	0.77%
CSCO	Cisco Systems, Inc. Technology	NEW	2,589	NEW	$200,880	NEW	0.74%
SU	Suncor Energy Inc Energy	NEW	2,982	NEW	$197,140	NEW	0.73%
UNP	Union Pacific Corp Industrials	Reduced	799	-231	$193,853	−18.6%	0.71%
XEL	Xcel Energy Inc Utilities	Reduced	2,437	-626	$193,595	−14.4%	0.71%
DTM	DT Midstream, Inc. Energy	Reduced	1,361	-520	$183,285	−18.6%	0.68%
GWW	W.W. Grainger, Inc. Industrials	NEW	164	NEW	$178,892	NEW	0.66%
DTE	Dte Energy Co Utilities	Reduced	1,214	-595	$177,511	−23.9%	0.65%
EXC	Exelon Corp Utilities	NEW	3,620	NEW	$177,452	NEW	0.65%
NEE	Nextera Energy Inc Utilities	NEW	1,910	NEW	$177,400	NEW	0.65%
AMAT	Applied Materials Inc /De Technology	NEW	512	NEW	$174,996	NEW	0.65%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	1,002	NEW	$160,019	NEW	0.59%
SHEL	Shell plc Energy	NEW	1,700	NEW	$158,100	NEW	0.58%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	1,971	-397	$156,911	−28.9%	0.58%
COF	Capital One Financial Corp Financial Services	Reduced	857	-203	$156,342	−39.1%	0.58%
CTVA	Corteva, Inc. Basic Materials	NEW	1,800	NEW	$150,678	NEW	0.56%
TPR	Tapestry, Inc. Consumer Cyclical	NEW	1,050	NEW	$148,165	NEW	0.55%
COP	Conocophillips Energy	NEW	1,075	NEW	$141,900	NEW	0.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	940	-706	$135,773	−42.4%	0.50%
CEG	Constellation Energy Corp Utilities	NEW	458	NEW	$127,896	NEW	0.47%