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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 $128,524,371
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 149,637 $10,059,101 7.83%
2.
Vanguard Whitehall Funds
 53,317 $7,659,453 5.96%
3.
Ishares Trust
 IEF 15,567 $7,378,298 5.74%
4.
Schwab Strategic Trust
 FNDF 215,520 $5,918,528 4.6%
5.
Vanguard Index Fds
 12,987 $4,363,074 3.39%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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