Holdings
True Link Financial Advisors, LLC
As of Jun 30, 2026, True Link Financial Advisors, LLC reported 32 positions worth US$18.2M. Largest: Lockheed Martin Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lockheed Martin Corporation | 4,697 | US$2.39M | −90 | Jun 30, 2026 |
| Apple Inc | 4,279 | US$1.24M | −103 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,298 | US$1.18M | −100 | Jun 30, 2026 |
| Nvidia Corporation | 5,119 | US$1.02M | −228 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,285 | US$1.02M | +223 | Jun 30, 2026 |
| Microsoft Corp. | 2,644 | US$986K | −59 | Jun 30, 2026 |
| Ge Aerospace | 2,420 | US$904K | +34 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,434 | US$797K | −4 | Jun 30, 2026 |
| Ge Vernova Inc. | 575 | US$676K | +8 | Jun 30, 2026 |
| Hewlett Packard Enterprise Company | 12,800 | US$577K | no change | Jun 30, 2026 |