True Link Financial Advisors, LLC
Top Portfolio Positions
254 positions ·
$27,118,437 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LMT |
Lockheed Martin Corp
Industrials
|
4,787 | $2,893,214 | 10.67% | |
| AAPL |
Apple Inc.
Technology
|
4,382 | $1,112,107 | 4.10% | |
| MSFT |
Microsoft Corp
Technology
|
2,703 | $1,000,569 | 3.69% | |
| NVDA |
Nvidia Corp
Technology
|
5,347 | $932,516 | 3.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,062 | $845,992 | 3.12% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,285 | $835,686 | 3.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,438 | $717,162 | 2.64% | |
| GE |
General Electric Co
Industrials
|
2,386 | $677,075 | 2.50% | |
| GEV |
GE Vernova Inc.
Industrials
|
567 | $494,934 | 1.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,721 | $494,890 | 1.82% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SUN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,093 | 63 | Shares | Sole | 2026-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||