13F Insight
DOSSIER · 13F-HR · Q2 2026

Talisman Wealth Advisors LLC

$134M in tracked AUM across 113 positions as of Q2 2026.

TW
CIK 0001962685 · last filed Jun 30, 2026
Total AUM
$134M
as of Q2 2026
Holdings
113
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Talisman Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PICK
ISHARES INC
$11M146K8.3%02
BND
VANGUARD BD INDEX FDS
$9M59K6.6%03
IWF
ISHARES TR
$8M63K5.9%04
SCHF
SCHWAB STRATEGIC TR
$7M222K5.2%05
VTI
VANGUARD INDEX FDS
$6M16K4.4%06
AAPL
APPLE INC
$4M15K3.2%07
NVDA
NVIDIA CORPORATION
$4M21K3.1%08
IUSB
ISHARES TR
$4M82K2.8%09
JNJ
JOHNSON & JOHNSON
$3M13K2.5%10
MSFT
MICROSOFT CORP
$3M9K2.4%

Filing history

2026Q2Jun 30
$134M▲ 8.3%
113 positionsView →2026Q1Mar 31
$124M▼ 3.4%
103 positionsView →2025Q4Dec 31
$129M▲ 167.0%
115 positionsView →2025Q3Sep 30
$48M▼ 56.0%
56 positionsView →2025Q2Jun 30
$110M▲ 12.5%
113 positionsLocked2025Q1Mar 31
$97M▲ 3.3%
104 positionsLocked2024Q4Dec 31
$94M▼ 0.8%
103 positionsLocked2024Q3Sep 30
$95M▲ 9.7%
109 positionsLocked2024Q2Jun 30
$87M▲ 8.8%
97 positionsLocked2024Q1Mar 31
$80M▲ 18.0%
91 positionsLocked2023Q4Dec 31
$67M▲ 16.7%
85 positionsLocked2023Q3Sep 30
$58M▼ 1.4%
81 positionsLocked
Showing 12 of 15