Talisman Wealth Advisors LLC

Q3 2025 13F Holdings

  • Location
    mountainside, NJ
  • Num holdings

    114

  • Value ($000)

    $120,691

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001962685
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$8.21M
7 %

120,590

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$7.28M
6 %

51,625

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$7.04M
6 %

15,028

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$5.76M
5 %

210,988

M
MSFT

MICROSOFT CORP

COM
594918104
$4.67M
4 %

9,009

A
AAPL

APPLE INC

COM
037833100
$4.07M
3 %

15,970

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.88M
3 %

20,802

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$2.68M
2 %

8,181

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$2.52M
2 %

93,982

V
VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
921946794
$2.51M
2 %

29,595

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