TRUE LINK FINANCIAL ADVISORS LLC
Q4 2025 Form 13-F
SAN FRANCISCO, CALIFORNIA
CIK 0001846236
· CRD 281870
· SEC-registered investment adviser
$1.6B Reported Value Total
TRUE LINK FINANCIAL ADVISORS reports 1,461 total accounts under management (AUM). There are 1,376 discretionary accounts valued at $1,818,785,129, and 85 non-discretionary accounts valued at $68,102,477.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-30
Reported value
$1.6B
Quarter over quarter
+0.9%
Holdings
114
Top-10 concentration
85.4%
Key People
Form ADV owners & control persons
Kai Heimer Stinchcombe
SHAREHOLDER
Scott William Parker
MANAGING DIRECTOR
Jessica Wendy Rossman
VP, GC AND CCO
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13F Metrics
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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | January 29, 2026 |
| Form | 13F-HR |
| Reported value | $1.6B |
| Positions | 114 |
| Change in reported value | +6.0% |
| New positions | 28 |
| Exited positions | 6 |
| Position turnover | 28.3% |
| Top-10 concentration | 85.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 27, 2026
|
100 | $1.7B |
|
Q2 2026 13F
Filed Jul 31, 2026
|
104 | $1.7B |
|
Q1 2026 13F
Filed Apr 29, 2026
|
418 | $1.6B |
|
Q4 2025 13F
Filed Jan 29, 2026
|
114 | $1.6B |
|
Q3 2025 13F
Filed Nov 6, 2025
|
92 | $1.6B |
|
Q2 2025 13F
Filed Jul 24, 2025
|
87 | $1.4B |
|
Q1 2025 13F
Filed Apr 21, 2025
|
94 | $1.3B |
|
Q4 2024 13F
Filed Jan 16, 2025
|
72 | $1.2B |
|
Q3 2024 13F
Filed Oct 25, 2024
|
66 | $1.2B |
|
Q2 2024 13F
Filed Jul 12, 2024
|
64 | $1.1B |
|
Q1 2024 13F
Filed Apr 19, 2024
|
63 | $1.0B |
|
Q4 2023 13F
Filed Jan 19, 2024
|
61 | $923.8M |
|
Q3 2023 13F
Filed Oct 30, 2023
|
103 | $833.6M |
|
Q2 2023 13F
Filed Jul 20, 2023
|
113 | $827.5M |
|
Q1 2023 13F
Filed May 5, 2023
|
119 | $798.6M |
|
Q4 2022 13F
Filed Feb 9, 2023
|
115 | $737.6M |
|
Q3 2022 13F
Filed Nov 9, 2022
|
127 | $690.1M |
|
Q2 2022 13F
Filed Aug 4, 2022
|
122 | $661.5M |
|
Q1 2022 13F
Filed May 16, 2022
|
128 | $691.7M |
|
Q4 2021 13F
Filed Feb 1, 2022
|
403 | $749.3M |
4 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BIV VANGUARD INTERMEDIATE-TERM BOND ETF | $407.0M | 24.72% |
| 2 | IVV ISHARES CORE S&P 500 ETF | $208.2M | 12.65% |
| 3 | BSV VANGUARD SHORT-TERM BOND ETF | $188.3M | 11.44% |
| 4 | DFCF DIMENSIONAL CORE FIXED INCOME ETF | $157.5M | 9.57% |
| 5 | ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $115.4M | 7.01% |
| 6 | IEFA ISHARES CORE MSCI EAFE ETF | $77.2M | 4.69% |
| 7 | VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $71.8M | 4.36% |
| 8 | QUAL ISHARES MSCI USA QUALITY FACTOR ETF | $63.6M | 3.86% |
| 9 | VIG VANGUARD DIVIDEND APPRECIATION ETF | $59.6M | 3.62% |
| 10 | DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $57.9M | 3.52% |
| 11 | DFIV DIMENSIONAL INTERNATIONAL VALUE ETF | $57.3M | 3.48% |
| 12 | SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $42.1M | 2.56% |
| 13 | IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $33.0M | 2.01% |
| 14 | DFAS DIMENSIONAL U.S. SMALL CAP ETF | $14.5M | 0.88% |
| 15 | IEUR ISHARES CORE MSCI EUROPE ETF | $9.1M | 0.55% |
| 16 | IWF ISHARES RUSSELL 1000 GROWTH ETF | $5.0M | 0.3% |
| 17 | VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF | $4.3M | 0.26% |
| 18 | EFA ISHARES MSCI EAFE ETF | $3.8M | 0.23% |
| 19 | DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $3.4M | 0.21% |
| 20 | SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | $3.3M | 0.2% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.