Talisman Wealth Advisors LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationmountainside, NJ
- CIK0001962685
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
103 | $97.35 M | DGRO, VYM, SCHD, IWF | 13F-HR | May 14, 2025 | 000196268525000002 | ||
102 | $94.26 M | DGRO, VYM, IWF, SCHD | 13F-HR | Feb 18, 2025 | 000196268525000001 | ||
108 | $94.97 M | VYM, DGRO, IWF, SCHD | 13F-HR | Nov 14, 2024 | 000196268524000005 | ||
96 | $86.55 M | VYM, DGRO, IWF, SCHD | 13F-HR | Aug 14, 2024 | 000196268524000003 | ||
90 | $79.55 M | VYM, DGRO, IWF, SCHD | 13F-HR | May 15, 2024 | 000196268524000002 | ||
84 | $67.42 M | VYM, DGRO, IWF, SCHD | 13F-HR | Feb 14, 2024 | 000196268524000001 | ||
80 | $57.77 M | VYM, DGRO, IWF, ITOT | 13F-HR | Nov 14, 2023 | 000196268523000002 | ||
84 | $58.61 M | VYM, DGRO, ITOT, MSFT | 13F-HR | Aug 10, 2023 | 000151240423000006 | ||
86 | $56.00 K | VYM, AAPL, ITOT, DGRO | 13F-HR | May 11, 2023 | 000196268523000001 | ||
72 | $48.00 K | VYM, ITOT, DGRO, AAPL | 13F-HR | Feb 15, 2023 | 000190705423000002 |