Talisman Wealth Advisors LLC - Portfolio overview

Talisman Wealth Advisors LLC has 126 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VYM - VANGUARD WHITEHALL FDS, 6.64%
2. IWF - ISHARES TR, 5.56%
3. SCHD - SCHWAB STRATEGIC TR, 5.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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