§ 13F · FUND PROFILE
Talisman Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 115Turnover · — · Q4Filed · Feb 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$128.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 150K | $10.1T | 7.8% | NEW |
| 2 | VYM | VANGUARD WHITEHALL FDS | 53K | $7.7T | 6.0% | NEW |
| 3 | IWF | ISHARES TR | 16K | $7.4T | 5.7% | NEW |
| 4 | SCHD | SCHWAB STRATEGIC TR | 216K | $5.9T | 4.6% | NEW |
| 5 | VTI | VANGUARD INDEX FDS | 13K | $4.4T | 3.4% | NEW |
| 6 | MSFT | MICROSOFT CORP | 9K | $4.3T | 3.3% | NEW |
| 7 | AAPL | APPLE INC | 15K | $4.1T | 3.2% | NEW |
| 8 | NVDA | NVIDIA CORPORATION | 21K | $3.8T | 3.0% | NEW |
| 9 | PYLD | PIMCO ETF TR | 141K | $3.8T | 2.9% | NEW |
| 10 | HYG | ISHARES TR | 62K | $2.9T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TALISMAN SIGNAL
AC read
Talisman Wealth Advisors LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed