Talisman Wealth Advisors LLC
All 13F Filings
- Location
- Mountainside, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 124,149
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 37.81 K | 30.5% | 0 | 61.37 K | -61.37 K |
| ETFs | 86.33 K | 69.5% | 57.24 K | 0 | 57.24 K |
| Other | 0 | 0.0% | 0 | 249 | -249 |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
124,149
Holdings
101
QoQ value change ($000)
-4,375
(-3.4%)
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.