account_balance
Investment manager · 13F filer · SEC CIK 1962685
Talisman Wealth Advisors LLC
Reported value$134Mas of Jun 30, 2026
Positions110 50 new, 41 sold out
Top 10 weight44.4%PICK alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PICKiShares Inc
8.3%New
BNDVanguard Bd Index FDS
6.6%New
IWFiShares Tr
5.9%
SCHFSchwab Strategic Tr
5.2%New
VTIVanguard Index FDS
4.4%
AAPLApple Inc.
3.2%
NVDANVIDIA Corp
3.1%
IUSBiShares Tr
2.8%Added +935%
JNJJohnson & Johnson
2.5%
MSFTMicrosoft Corp
2.4%
VEAVanguard Tax-Managed FDS
2.0%
IVViShares Tr
1.8%+14%
PICKiShares Inc
8.3%New
BNDVanguard Bd Index FDS
6.6%New
IWFiShares Tr
5.9%
SCHFSchwab Strategic Tr
5.2%
VTIVanguard Index FDS
4.4%
AAPLApple Inc.
3.2%
NVDANVIDIA Corp
3.1%
IUSBiShares Tr
2.8%
VEA2.0%
IVV1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PICK iShares Inc 8.3% New
BND Vanguard Bd Index FDS 6.6% New
IWF iShares Tr 5.9% Held
SCHF Schwab Strategic Tr 5.2% New
VTI Vanguard Index FDS 4.4% Held
AAPL Apple Inc. 3.2% HeldNVDA NVIDIA Corp 3.1% HeldIUSB iShares Tr 2.8% Added +935%
JNJ Johnson & Johnson 2.5% HeldMSFT Microsoft Corp 2.4% HeldVEA Vanguard Tax-Managed FDS 2.0% Held
IVV iShares Tr 1.8% Added +14%
What changed
Biggest moves since Mar 31, 2026
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