Institutions / Talisman Wealth Advisors LLC
Talisman Wealth Advisors LLC
CIK 1962685 · Institution · as of Dec 31, 2025
Portfolio value
$128.52M
Positions
115
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 115 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $10.06M | 7.8% |
| Vanguard Whitehall Fds | $7.66M | 6.0% |
| iShares Tr | $7.38M | 5.7% |
| Schwab Strategic Tr | $5.92M | 4.6% |
| Vanguard Index Fds | $4.36M | 3.4% |
| Microsoft Corp | $4.29M | 3.3% |
| Apple Inc. | $4.07M | 3.2% |
| NVIDIA Corp | $3.83M | 3.0% |
| PIMCO ETF Tr | $3.77M | 2.9% |
| iShares Tr | $2.90M | 2.3% |
| Johnson & Johnson | $2.72M | 2.1% |
| JPMorgan Chase & Co | $2.26M | 1.8% |
| iShares MSCI UAE ETF | $2.22M | 1.7% |
| iShares Tr | $2.18M | 1.7% |
| iShares MSCI UAE ETF | $2.17M | 1.7% |
| Vanguard Whitehall Fds | $2.09M | 1.6% |
| WisdomTree Tr | $1.98M | 1.5% |
| iShares Tr | $1.95M | 1.5% |
| Vanguard Specialized Funds | $1.83M | 1.4% |
| iShares Tr | $1.73M | 1.3% |
| Alphabet Inc. | $1.62M | 1.3% |
| iShares Tr | $1.62M | 1.3% |
| Vanguard Tax-Managed Fds | $1.60M | 1.2% |
| iShares Tr | $1.49M | 1.2% |
| iShares Tr | $1.48M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.