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True Link Financial Advisors, LLC
True Link Financial Advisors, LLC is a US-based SEC-registered investment adviser headquartered in San Francisco, California. Founded in 2011, the firm focuses on serving individuals, especially those with complex financial needs, as well as corporations and other businesses. The firm offers investment management services and solutions tailored for unique needs, including retirees, people with disabilities, and those requiring specialized trust and wealth management. True Link Financial Advisors, LLC employs around 7-8 people and is affiliated with True Link Financial, Inc., which is recognized for its financial services for vulnerable individuals and their families.
Investment Strategy
True Link Financial Advisors, LLC emphasizes diversified portfolio management with an allocation across equities and fixed income. The firm generally utilizes broad market index ETFs such as IVV (S&P 500), ITOT (total market), BIV, and BSV (various bond exposures) to achieve risk-adjusted returns and meet client objectives. Their strategy is evidence-based, focusing on low-cost, transparent, and tax-efficient investments, tailored to each individual or institutional client’s needs. The approach often serves clients seeking reliable support for long-term and special purpose assets, with particular attention to their fiduciary responsibilities and protection for those with complex needs.
Latest 13F Filing Activity
True Link Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 87 equity positions with a total 13F market value of $1B. The fund increased holdings in Dimensional Core Fixed Income Etf, Ishares Core S&P 500 Etf, Vanguard Dividend Appreciation Etf among other positions. True Link Financial Advisors, LLC reduced exposure to SPDR Portfolio Intermediate Term Corporate Bond Etf, Schwab Us Dividend Equity Etf, Ishares Msci USA Quality Factor Etf among others.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 24.35% | $352.9M | 4,562,493 | $75.73 | $77.34 | +$15.7M |
I IVV | ISHARES CORE S&P 500 ETF | 12.96% | $187.8M | 302,433 | $446.88 | $620.90 | +$29.8M |
B BSV | VANGUARD SHORT-TERM BOND ETF | 11.43% | $165.6M | 2,104,472 | $79.33 | $78.70 | +$6.1M |
I ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 9.87% | $143.0M | 1,059,177 | $99.61 | $135.04 | +$25.9M |
D DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 8.23% | $119.3M | 2,823,753 | $42.26 | $42.26 | +$119.3M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Broomfield, CO , United States | |
R Rafal Chochol | Portfolio Manager | Chicago, IL , United States |
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