Talisman Wealth Advisors LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$109.5M
Holdings
112
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (112 positions)
| Stock | Value |
|---|---|
DGROISHARES TR | $7.5M |
VYMVANGUARD WHITEHALL FDS | $6.8M |
IWFISHARES TR | $6.2M |
SCHDSCHWAB STRATEGIC TR | $5.4M |
MSFTMICROSOFT CORP | $4.5M |
NVDANVIDIA CORPORATION | $3.3M |
AAPLAPPLE INC | $3.3M |
VTIVANGUARD INDEX FDS | $2.5M |
VYMIVANGUARD WHITEHALL FDS | $2.3M |
IJRISHARES TR | $2.2M |
SGOVISHARES TR | $2.2M |
HYGISHARES TR | $2.2M |
ITOTISHARES TR | $2.1M |
JPMJPMORGAN CHASE & CO. | $2.0M |
JNJJOHNSON & JOHNSON | $2.0M |
PYLDPIMCO ETF TR | $1.9M |
DGRWWISDOMTREE TR | $1.9M |
VIGVANGUARD SPECIALIZED FUNDS | $1.8M |
IWBISHARES TR | $1.8M |
QUALISHARES TR | $1.7M |
IVVISHARES TR | $1.5M |
IUSGISHARES TR | $1.3M |
ADPAUTOMATIC DATA PROCESSING IN | $1.3M |
AMZNAMAZON COM INC | $1.2M |
AVGOBROADCOM INC | $1.1M |
HDVISHARES TR | $1.1M |
MTUMISHARES TR | $1.0M |
KOCOCA COLA CO | $1.0M |
VUGVANGUARD INDEX FDS | $957K |
METAMETA PLATFORMS INC | $941K |
NEENEXTERA ENERGY INC | $934K |
GOOGLALPHABET INC | $923K |
SMLFISHARES TR | $922K |
XLRESELECT SECTOR SPDR TR | $875K |
VTVVANGUARD INDEX FDS | $863K |
HDHOME DEPOT INC | $845K |
IUSVISHARES TR | $844K |
XLVSELECT SECTOR SPDR TR | $834K |
LLYELI LILLY & CO | $754K |
IVWISHARES TR | $746K |
GOOGALPHABET INC | $722K |
AQLTISHARES TR | $690K |
ORCLORACLE CORP | $675K |
ESGUISHARES TR | $645K |
VVISA INC | $631K |
BDXBECTON DICKINSON & CO | $609K |
XLFSELECT SECTOR SPDR TR | $595K |
XOMEXXON MOBIL CORP | $589K |
SPYMSPDR SERIES TRUST | $548K |
XLKSELECT SECTOR SPDR TR | $548K |
ABBVABBVIE INC | $526K |
CVXCHEVRON CORP NEW | $498K |
MCDMCDONALDS CORP | $490K |
XLUSELECT SECTOR SPDR TR | $485K |
IWDISHARES TR | $485K |
DYNFBLACKROCK ETF TRUST | $480K |
VEAVANGUARD TAX-MANAGED FDS | $469K |
LCTUBLACKROCK ETF TRUST | $458K |
EFVISHARES TR | $455K |
VGTVANGUARD WORLD FD | $450K |
MRSHMARSH & MCLENNAN COS INC | $448K |
CSCOCISCO SYS INC | $436K |
IVEISHARES TR | $435K |
XLCSELECT SECTOR SPDR TR | $433K |
IEMGISHARES INC | $409K |
USMVISHARES TR | $405K |
NFLXNETFLIX INC | $392K |
TXNTEXAS INSTRS INC | $388K |
PGPROCTER AND GAMBLE CO | $383K |
WFCWELLS FARGO CO NEW | $383K |
WMTWALMART INC | $350K |
XLYSELECT SECTOR SPDR TR | $350K |
DDDUPONT DE NEMOURS INC | $349K |
EFGISHARES TR | $348K |
PANWPALO ALTO NETWORKS INC | $329K |
GSGOLDMAN SACHS GROUP INC | $326K |
AIGAMERICAN INTL GROUP INC | $325K |
COSTCOSTCO WHSL CORP NEW | $322K |
CTVACORTEVA INC | $320K |
BSXBOSTON SCIENTIFIC CORP | $306K |
BILSPDR SERIES TRUST | $302K |
CRWDCROWDSTRIKE HLDGS INC | $293K |
IBMINTERNATIONAL BUSINESS MACHS | $287K |
LMTLOCKHEED MARTIN CORP | $284K |
LINLINDE PLC | $282K |
JEPIJ P MORGAN EXCHANGE TRADED F | $280K |
ETNEATON CORP PLC | $272K |
LQDISHARES TR | $271K |
SPYSPDR S&P 500 ETF TR | $265K |
DIVOAMPLIFY ETF TR | $254K |
CATCATERPILLAR INC | $249K |
CMCSACOMCAST CORP NEW | $247K |
XLISELECT SECTOR SPDR TR | $245K |
MDTMEDTRONIC PLC | $242K |
NDQINVESCO QQQ TR | $238K |
SCHZSCHWAB STRATEGIC TR | $236K |
MOALTRIA GROUP INC | $232K |
AMGNAMGEN INC | $232K |
ETENERGY TRANSFER L P | $232K |
MBBISHARES TR | $227K |
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