True Link Financial Advisors, LLC
True Link Financial Advisors, LLC reported 104 holdings worth US$1.73B as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Jul 31, 2026
True Link Financial Advisors, LLC reported 104 holdings worth US$1.73B as of Jun 30, 2026. Largest: Lockheed Martin Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 31, 2026 (Form 13F/A).
- Holdings
- 104
- Value as reported
- US$1.73B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lockheed Martin Corporation | 4,697 | US$2.39M | 0.14% |
| Apple Inc | 4,279 | US$1.24M | 0.07% |
| Alphabet Inc (google) Class C | 3,298 | US$1.18M | 0.07% |
| Nvidia Corporation | 5,119 | US$1.02M | 0.06% |
| Amazon.com, Inc. | 4,285 | US$1.02M | 0.06% |
| Microsoft Corp. | 2,644 | US$986K | 0.06% |
| Ge Aerospace | 2,420 | US$904K | 0.05% |
| Jp Morgan Chase & Co. | 2,434 | US$797K | 0.05% |
| Ge Vernova Inc. | 575 | US$676K | 0.04% |
| Hewlett Packard Enterprise Company | 12,800 | US$577K | 0.03% |
| International Business Machines Corporation | 1,832 | US$515K | 0.03% |
| Visa Inc. | 1,495 | US$513K | 0.03% |
| Keysight Technologies Inc. | 1,459 | US$511K | 0.03% |
| Broadcom Inc. | 1,169 | US$442K | 0.03% |
| Okta, Inc. | 3,149 | US$430K | 0.02% |
| Morgan Stanley | 1,927 | US$403K | 0.02% |
| Eli Lilly And Company | 308 | US$369K | 0.02% |
| Walmart Inc. | 3,151 | US$357K | 0.02% |
| Allstate Corporation (the) | 1,490 | US$355K | 0.02% |
| Applied Materials, Inc. | 461 | US$333K | 0.02% |
| Agilent Technologies, Inc. | 2,440 | US$324K | 0.02% |
| Cisco Systems, Inc. | 2,575 | US$302K | 0.02% |
| Berkshire Hathaway Inc. | 583 | US$292K | 0.02% |
| Rtx Corporation | 1,512 | US$287K | 0.02% |
| Hp Inc. | 12,800 | US$281K | 0.02% |
| Cardinal Health, Inc. | 1,177 | US$280K | 0.02% |
| Johnson & Johnson | 1,071 | US$272K | 0.02% |
| Ciena Corporation | 500 | US$245K | 0.01% |
| Abbvie Inc. | 954 | US$240K | 0.01% |
| Meta Platforms, Inc. | 422 | US$238K | 0.01% |
| W.w. Grainger, Inc. | 164 | US$223K | 0.01% |
| Union Pacific Corporation | 792 | US$215K | 0.01% |
| Emerson Electric Company | 0 | US$0 | 0.00% |
| United Rentals, Inc. | 0 | US$0 | 0.00% |
| Illinois Tool Works Inc. | 0 | US$0 | 0.00% |
| Mckesson Corporation | 0 | US$0 | 0.00% |
| Merck & Company, Inc. | 0 | US$0 | 0.00% |
| Waters Corporation | 0 | US$0 | 0.00% |
| State Street Corporation | 0 | US$0 | 0.00% |
| Cme Group Inc. | 0 | US$0 | 0.00% |
| Us Foods Holding Corp. | 0 | US$0 | 0.00% |
| Marriott International | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| United Parcel Service, Inc. | 0 | US$0 | 0.00% |
| Ppg Industries, Inc. | 0 | US$0 | 0.00% |
| Enterprise Products Partners L.p. | 0 | US$0 | 0.00% |
| Boeing Company (the) | 0 | US$0 | 0.00% |
| Copart, Inc. | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| Coca-cola Company (the) | 0 | US$0 | 0.00% |
| Dte Energy Company | 0 | US$0 | 0.00% |
| Procter & Gamble Company (the) | 0 | US$0 | 0.00% |
| Comcast Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Unilever Plc | 0 | US$0 | 0.00% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
| Yum! Brands, Inc. | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
| Shell Plc | 0 | US$0 | 0.00% |
| Lincoln Electric Holdings, Inc. | 0 | US$0 | 0.00% |
| Goldman Sachs Group, Inc. (the) | 0 | US$0 | 0.00% |
| Cognizant Technology Solutions Corporation | 0 | US$0 | 0.00% |
| Iqvia Holdings, Inc. | 0 | US$0 | 0.00% |
| Labcorp Holdings Inc. | 0 | US$0 | 0.00% |
| Becton, Dickinson And Company | 0 | US$0 | 0.00% |
| Hca Healthcare, Inc. | 0 | US$0 | 0.00% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
| Dexcom, Inc. | 0 | US$0 | 0.00% |
| Suncor Energy Inc. | 0 | US$0 | 0.00% |
| Waste Management, Inc. | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Xcel Energy Inc. | 0 | US$0 | 0.00% |
| Firstenergy Corp. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Monster Beverage Corporation | 0 | US$0 | 0.00% |
| Automatic Data Processing, Inc. | 0 | US$0 | 0.00% |
| Southern Company (the) | 0 | US$0 | 0.00% |
| Cencora, Inc. | 0 | US$0 | 0.00% |
| Old Republic International Corporation | 0 | US$0 | 0.00% |
| Molson Coors Beverage Company | 0 | US$0 | 0.00% |
| Dxc Technology Company | 0 | US$0 | 0.00% |
| A.o. Smith Corporation | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Adobe Inc. | 0 | US$0 | 0.00% |
| Exelon Corporation | 0 | US$0 | 0.00% |
| O'reilly Automotive, Inc. | 0 | US$0 | 0.00% |
| Varex Imaging Corporation | 0 | US$0 | 0.00% |
| Csx Corporation | 0 | US$0 | 0.00% |
| Fedex Corporation | 0 | US$0 | 0.00% |
| Valero Energy Corporation | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Evergy, Inc. | 0 | US$0 | 0.00% |
| Simon Property Group, Inc. | 0 | US$0 | 0.00% |
| Ares Capital Corporation | 0 | US$0 | 0.00% |
| The Bank Of New York Mellon Corporation | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Public Service Enterprise Group Incorporated | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Dba Sempra | 0 | US$0 | 0.00% |
| Versant Media Group, Inc. | 0 | US$0 | 0.00% |
Every holding of True Link Financial Advisors, LLC
Source
View original at SEC
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