Talisman Wealth Advisors LLC
Q1 2026 13F Holdings
- Locationmountainside, NJ
- Num holdings
101
- Value ($000)
$124,149
- Date Filed 05/15/2026
- Form type13F-HR
- CIK 0001962685
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE DIV GRWTH | 46434V621 | $11.26M | 9 % | 167,631 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $8.05M | 7 % | 54,377 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $6.75M | 5 % | 15,826 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $6.73M | 5 % | 219,490 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $5.07M | 4 % | 15,807 | ||
PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $4.66M | 4 % | 177,864 | ||
APPLE INC | COM | 037833100 | $3.79M | 3 % | 14,932 | ||
NVIDIA CORPORATION | COM | 67066G104 | $3.6M | 3 % | 20,632 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | $3.43M | 3 % | 74,237 | ||
MICROSOFT CORP | COM | 594918104 | $3.23M | 3 % | 8,716 |
Rows Per Page
10
- 10
- 50
- 100