StockDriftsStockDriftsTop 50 Talisman Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PICK | ISHARES INC | 8.3% | 146.3K | $11.2M | new | $56.04(+10.71%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.63% | 59.3K | $8.9M | new | $73.45(-1.62%) | 2026-06-30 | |
| IWF | ISHARES TR | 5.86% | 63.4K | $7.9M | +0.17%(+106) | $72.16(+71.00%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.23% | 221.6K | $7.0M | new | $18.79(+52.50%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.43% | 16.1K | $6.0M | +1.79%(+283) | $257.67(+48.78%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.21% | 14.9K | $4.3M | -0.09%(-13) | $160.76(+89.96%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.12% | 21.0K | $4.2M | +1.72%(+354) | $51.53(+338.67%) | 2026-06-30 | |
| IUSB | ISHARES TR | 2.81% | 81.8K | $3.8M | +934.75%(+73.92K) | $45.74(-0.62%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.47% | 13.1K | $3.3M | -0.40%(-52) | $165.16(+57.70%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.39% | 8.6K | $3.2M | -1.28%(-112) | $294.64(+64.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.57% | +50.37% | — | — | +61.00% |
| Top 20 Holdings Unweighted | +15.47% | +53.98% | — | — | +65.45% |
Talisman Wealth Advisors LLC reports $134.43M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are PICK (8.3%), BND (6.6%) and IWF (5.9%). The top 20 holdings account for 61.18% of reported assets. Its disclosed equity book has returned +50.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Talisman Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1962685). View Talisman Wealth Advisors LLC’s 13F filings on SEC