True Link Financial Advisors, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$1.6T
Holdings
114
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DTEDTE ENERGY CO COM | 1,809 | $233.0M | 0.01% | |
| 102 | XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1,584 | $228.0M | 0.01% | |
| 103 | XELXCEL ENERGY INC COM | 3,063 | $226.0M | 0.01% | |
| 104 | DTMDT MIDSTREAM INC COMMON STOCK | 1,881 | $225.0M | 0.01% | |
| 105 | AVDEAVANTIS INTERNATIONAL EQUITY ETF | 2,720 | $223.0M | 0.01% | |
| 106 | SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 8,867 | $223.0M | 0.01% | |
| 107 | WFCWELLS FARGO & CO COM | 2,368 | $220.0M | 0.01% | |
| 108 | COSTCOSTCO WHOLESALE CORPORATION COM | 254 | $219.0M | 0.01% | |
| 109 | ESGEISHARES ESG AWARE MSCI EM ETF | 4,905 | $216.0M | 0.01% | |
| 110 | CATHGLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | 2,634 | $216.0M | 0.01% | |
| 111 | JNJJOHNSON & JOHNSON COM | 1,040 | $215.0M | 0.01% | |
| 112 | SDYSTATE STREET SPDR S&P DIVIDEND ETF | 1,500 | $208.0M | 0.01% | |
| 113 | XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 3,753 | $205.0M | 0.01% | |
| 114 | IYJISHARES U.S. INDUSTRIALS ETF | 1,355 | $200.0M | 0.01% |
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