Talisman Wealth Advisors LLC
Q4 2025 13F Holdings
- Locationmountainside, NJ
- Num holdings
115
- Value ($000)
$128,524
- Date Filed02/19/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE DIV GRWTH | 46434V621 | $10.06M | 8 % | 149,637 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $7.66M | 6 % | 53,317 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $7.38M | 6 % | 15,567 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.92M | 5 % | 215,520 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.36M | 3 % | 12,987 | ||
MICROSOFT CORP | COM | 594918104 | $4.29M | 3 % | 8,833 | ||
APPLE INC | COM | 037833100 | $4.07M | 3 % | 14,943 | ||
NVIDIA CORPORATION | COM | 67066G104 | $3.83M | 3 % | 20,514 | ||
PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $3.77M | 3 % | 140,889 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | $2.9M | 2 % | 62,316 |
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