Talisman Wealth Advisors LLC: 13F holdings

CIK 19626852026Q2

Positions110
Reported value$134.4m
Filed2026-08-14

Top 10 holdings

SecuritySharesValueWeight
PICK ISHARES INC146,346$11.2m8.3%
BND VANGUARD BD INDEX FDS59,293$8.9m6.6%
IWF ISHARES TR63,410$7.9m5.9%
SCHF SCHWAB STRATEGIC TR221,635$7.0m5.2%
VTI VANGUARD INDEX FDS16,090$6.0m4.4%
AAPL APPLE INC14,919$4.3m3.2%
NVDA NVIDIA CORPORATION20,986$4.2m3.1%
IUSB ISHARES TR81,828$3.8m2.8%
JNJ JOHNSON & JOHNSON13,061$3.3m2.5%
MSFT MICROSOFT CORP8,604$3.2m2.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1962685")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples