Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Talisman Wealth Advisors LLC (CIK 1962685) reported $124.1M across 101 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRO ($11.3M, 9.07%), VYM ($8.1M, 6.49%), IWF ($6.7M, 5.44%), SCHD ($6.7M, 5.42%), VTI ($5.1M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $11.3M | 9.07% | 167,631 | Added |
| 2 | VYM | VANGUARD WHITEHALL FDS | $8.1M | 6.49% | 54,377 | Added |
| 3 | IWF | ISHARES TR | $6.7M | 5.44% | 15,826 | Added |
| 4 | SCHD | SCHWAB STRATEGIC TR | $6.7M | 5.42% | 219,490 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $5.1M | 4.08% | 15,807 | Added |
| 6 | PYLD | PIMCO ETF TR | $4.7M | 3.75% | 177,864 | Added |
| 7 | AAPL | APPLE INC | $3.8M | 3.05% | 14,932 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $3.6M | 2.90% | 20,632 | Added |
| 9 | HYG | ISHARES TR | $3.4M | 2.76% | 74,237 | Added |
| 10 | MSFT | MICROSOFT CORP | $3.2M | 2.60% | 8,716 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $3.2M | 2.58% | 13,113 | Trimmed |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $2.4M | 1.97% | 38,153 | Added |
| 13 | SMLF | ISHARES TR | $2.1M | 1.71% | 28,136 | Added |
| 14 | ITOT | ISHARES TR | $2.0M | 1.65% | 14,341 | Trimmed |
| 15 | QUAL | ISHARES TR | $2.0M | 1.58% | 10,232 | Trimmed |
| 16 | DGRW | WISDOMTREE TR | $1.9M | 1.57% | 22,161 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $1.9M | 1.56% | 6,585 | Trimmed |
| 18 | IVV | ISHARES TR | $1.9M | 1.51% | 2,878 | Added |
| 19 | IWB | ISHARES TR | $1.9M | 1.50% | 5,223 | Hold |
| 20 | VYMI | VANGUARD WHITEHALL FDS | $1.8M | 1.44% | 18,968 | Trimmed |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $1.8M | 1.44% | 8,307 | Added |
| 22 | IJR | ISHARES TR | $1.7M | 1.38% | 13,733 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $1.5M | 1.20% | 5,164 | Trimmed |
| 24 | IVE | ISHARES TR | $1.4M | 1.15% | 6,734 | Added |
| 25 | HDV | ISHARES TR | $1.3M | 1.03% | 9,431 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31