13F Filings History of True Link Financial Advisors, LLC

Latest 13F report
Q3 2025 - Nov 6, 2025
Value $
$1.55B
Signature - Title
Scott Parker - Managing Director
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by True Link Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. True Link Financial Advisors, LLC reported 92 stock holdings with total value $1.55B as of Q3 2025. Top holdings included BIV, IVV, BSV, ITOT, and DFCF.

Notify me when True Link Financial Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 92 $1.55B +$92.8M -$38.6M +$54.2M BIV, IVV, BSV, ITOT, DFCF 13F-HR 11/6/2025, 12:52 PM
Q2 2025 87 $1.45B +$208M -$153M +$54.5M BIV, IVV, BSV, ITOT, DFCF 13F-HR 7/24/2025, 11:21 AM
Q1 2025 94 $1.34B +$151M -$9.98M +$142M BIV, BSV, IVV, ITOT, SPIB 13F-HR 4/21/2025, 03:57 PM
Q4 2024 72 $1.19B +$100M -$30M +$70.3M BIV, IVV, BSV, ITOT, SPIB 13F-HR 1/16/2025, 12:21 PM
Q3 2024 66 $1.18B +$122M -$70M +$52.5M BIV, BSV, IVV, ITOT, SPIB 13F-HR 10/25/2024, 10:32 AM
Q2 2024 64 $1.08B +$33.7M -$5.65M +$28.1M BSV, BIV, IVV, ITOT, SHV 13F-HR 7/12/2024, 04:29 PM
Q1 2024 63 $1.04B +$140M -$47.7M +$92.8M BSV, BIV, IVV, ITOT, SHV 13F-HR 4/19/2024, 03:06 PM
Q4 2023 61 $924M +$222M -$175M +$46.5M BSV, BIV, IVV, ITOT, SHV 13F-HR 1/19/2024, 03:56 PM
Q3 2023 103 $834M +$94M -$70.8M +$23.2M BSV, IVV, BIV, ITOT, IEFA 13F-HR 10/30/2023, 12:07 PM
Q2 2023 113 $828M +$109M -$92M +$17.5M BSV, IVV, ITOT, BIV, IEFA 13F-HR 7/20/2023, 12:32 PM
Q1 2023 119 $799M +$68.3M -$30.7M +$37.5M BSV, IVV, ITOT, ESGU, IEFA 13F-HR 5/5/2023, 10:45 AM
Q4 2022 115 $738M +$44M -$23.8M +$20.2M BSV, IVV, ESGU, ITOT, VTIP 13F-HR 2/9/2023, 11:55 AM
Q3 2022 127 $690M +$81.1M -$22.6M +$58.6M BSV, IVV, ESGU, VTIP, ITOT 13F-HR 11/9/2022, 12:27 PM
Q2 2022 122 $661M +$199M -$171M +$28.1M BSV, IVV, ESGU, VTIP, ITOT 13F-HR 8/4/2022, 10:47 AM
Q1 2022 128 $692M +$108M -$128M -$20.4M BSV, IGSB, IVV, ESGU, BIV 13F-HR 5/16/2022, 04:37 PM
Q4 2021 752 $741M +$35.5M -$28.8M +$6.62M BSV, IGSB, IVV, BIV, ESGU 13F-HR 2/1/2022, 03:05 PM
Q3 2021 785 $721M +$65.3M -$7.98M +$57.3M BSV, IGSB, BIV, IVV, ESGU 13F-HR 10/28/2021, 09:33 PM
Q2 2021 713 $674M +$63.9M -$92.1M -$28.2M BSV, IGSB, BIV, IVV, ESGU 13F-HR 8/19/2021, 10:22 AM
Q1 2021 689 $682M +$66.8M -$22.5M +$44.3M BSV, BIV, IVV, IGSB, ESGU 13F-HR 5/17/2021, 09:00 AM
Q4 2020 690 $630M $0 $0 BSV, IVV, IGSB, BIV, ESGU 13F-HR 2/16/2021, 07:16 AM