Talisman Wealth Advisors LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $110 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $7.5M, Vanguard Whitehall Fds (Vangua with a value of $6.83M, Ishares Russell 1000 Gr ETF with a value of $6.23M, Schwab Strategic Tr Us Dividen with a value of $5.39M, and Microsoft Corp with a value of $4.47M.
Examining the 13F form we can see an increase of $12.2M in the current position value, from $97.5M to 110M.
Talisman Wealth Advisors LLC is based out at Mountainside, NJ
Below you can find more details about Talisman Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$110 Million
ETFs: $71.6 Million
Technology: $14.8 Million
Healthcare: $5.1 Million
Financial Services: $4.5 Million
Communication Services: $3.22 Million
Consumer Cyclical: $2.7 Million
Consumer Defensive: $2.5 Million
Industrials: $2.34 Million
Other: $2.92 Million
Stock Holdings Table Market Cap. of $200 Billions or more
