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True Link Financial Advisors, LLC
hedge fundUpdated 9 days agoManaged by True Link Financial Advisors, Llc • Latest filing Q3 2026
Portfolio value
$1.7B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
11.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.6B |
| Q4 2025 | $1.6B |
| Q1 2026 | $1.6B |
| Q2 2026 | $21.8M |
| Q3 2026 | $1.7B |
Top holdings
100 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $436.1M | 5.99M | 25.08% | Added(+4.9%) | |
| 2 | $215.8M | 281.8K | 12.41% | Trimmed(-0.1%) | |
| 3 | $206.7M | 2.71M | 11.89% | Added(+3.7%) | |
| 4 | $186.4M | 4.65M | 10.72% | Added(+4.8%) | |
| 5 | $114.5M | 688.4K | 6.58% | Trimmed(-2.2%) | |
| 6 | $87.5M | 903.1K | 5.03% | Added(+1.4%) | |
| 7 | $77M | 1.56M | 4.43% | Added(+2.5%) | |
| 8 | $73.4M | 1.87M | 4.22% | Added(+0.8%) | |
| 9 | $71.8M | 323.0K | 4.13% | Trimmed(-0.2%) | |
| 10 | $65.3M | 280.0K | 3.76% | Added(+1.0%) | |
| 11 | $61.8M | 1.11M | 3.55% | Trimmed(-0.0%) | |
| 12 | $46.8M | 951.2K | 2.69% | Added(+1.9%) | |
| 13 | ? N/A U.S. SMALL CAP PORTFOLIO ETF | $17.4M | 224.8K | 1.00% | — |
| 14 | $9.4M | 127.8K | 0.54% | Unchanged | |
| 15 | $4.6M | 36.4K | 0.26% | Trimmed(-2.9%) | |
| 16 | $4.5M | 43.3K | 0.26% | Added(+6.0%) | |
| 17 | $4.1M | 12.4K | 0.24% | Added(+190.2%) | |
| 18 | $4M | 39.6K | 0.23% | Added(+36.6%) | |
| 19 | $3.7M | 38.1K | 0.21% | Unchanged | |
| 20 | $2.3M | 4.6K | 0.13% | Trimmed(-2.1%) |