Talisman Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationmountainside, NJ
- Num holdings
114
- Value ($000)
$120,691
- Date Filed11/14/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $8.21 M | 7 % | 120,590 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $7.28 M | 6 % | 51,625 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $7.04 M | 6 % | 15,028 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.76 M | 5 % | 210,988 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.67 M | 4 % | 9,009 | ||
AAPL APPLE INC | COM | 037833100 | $4.07 M | 3 % | 15,970 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.88 M | 3 % | 20,802 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.68 M | 2 % | 8,181 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $2.52 M | 2 % | 93,982 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $2.51 M | 2 % | 29,595 |
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