Talisman Wealth Advisors LLC
Q2 2025 13F Holdings
- Locationmountainside, NJ
- Num holdings
112
- Value ($000)
$109,515
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001962685
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $7.50 M | 7 % | 117,330 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $6.83 M | 6 % | 51,230 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $6.23 M | 6 % | 14,673 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.39 M | 5 % | 203,496 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.47 M | 4 % | 8,978 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.28 M | 3 % | 20,755 | ||
AAPL APPLE INC | COM | 037833100 | $3.27 M | 3 % | 15,919 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.49 M | 2 % | 8,179 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $2.28 M | 2 % | 28,472 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $2.21 M | 2 % | 20,261 |
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