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Home > Institutional Investor > Talisman Wealth Advisors Llc > Profile

Instuitional Investor - Talisman Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Talisman Wealth Advisors Llc
Portfolio Value $109,515,294
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 117,330 $7,502,051 6.85%
2.
Vanguard Whitehall Funds
 51,230 $6,829,522 6.24%
3.
Ishares Trust
 IEF 14,673 $6,230,051 5.69%
4.
Schwab Strategic Trust
 FNDF 203,496 $5,392,650 4.92%
5.
Microsoft Corp
 MSFT 8,978 $4,465,769 4.08%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)