Talisman Wealth Advisors LLC
Talisman Wealth Advisors LLC reported 110 positions worth $134.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: PICK (8.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PICK | SH | $11.2M | 8.30% | 146,346 | — | — | |
| ▸ 2 | BND | SH | $8.9M | 6.63% | 59,293 | — | — | |
| ▸ 3 | IWF | SH | $7.9M | 5.86% | 63,410 | — | — | |
| ▸ 4 | SCHF | SH | $7.0M | 5.23% | 221,635 | — | — | |
| ▸ 5 | VTI | SH | $6.0M | 4.43% | 16,090 | — | — | |
| ▸ 6 | AAPL | SH | $4.3M | 3.21% | 14,919 | — | — | |
| ▸ 7 | NVDA | SH | $4.2M | 3.12% | 20,986 | — | — | |
| ▸ 8 | IUSB | SH | $3.8M | 2.81% | 81,828 | — | — | |
| ▸ 9 | JNJ | SH | $3.3M | 2.47% | 13,061 | — | — | |
| ▸ 10 | MSFT | SH | $3.2M | 2.39% | 8,604 | — | — |
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Frequently Asked Questions
What stocks does Talisman Wealth Advisors LLC hold as of Q2 2026?
Talisman Wealth Advisors LLC reported 110 positions worth $134.4M in its Q2 2026 13F filing. Largest positions: PICK (8.3%), BND (6.6%), IWF (5.9%), SCHF (5.2%) and VTI (4.4%).
What did Talisman Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Talisman Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.