Talisman Wealth Advisors LLC
All 13F Filings
- Location
- Mountainside, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 134,434
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 110 | 134,434 | 13F-HR | Talisman Wealth Advisors LLC |
| Q1 2026 | 5/15/2026 | 101 | 124,149 | 13F-HR | Talisman Wealth Advisors LLC |
| Q4 2025 | 2/20/2026 | 115 | 128,524 | 13F-HR | Talisman Wealth Advisors LLC |
| Q3 2025 | 11/14/2025 | 114 | 120,691 | 13F-HR | Talisman Wealth Advisors LLC |
| Q2 2025 | 8/14/2025 | 112 | 109,515 | 13F-HR | Talisman Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 47.29 K | 35.2% | 9.474 K | 0 | 9.474 K |
| ETFs | 85.45 K | 63.6% | 0 | 884 | -884 |
| Debt | 1.696 K | 1.3% | 1.696 K | 0 | 1.696 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
134,434
Holdings
110
QoQ value change ($000)
10,285
(8.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.