Talisman Wealth Advisors LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$109.5B
Holdings
112
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (112 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CRMSALESFORCE INC | 832 | $226.8M | 0.21% | |
| 102 | PEPPEPSICO INC | 1,653 | $218.3M | 0.20% | |
| 103 | VEUVANGUARD INTL EQUITY INDEX F | 3,231 | $217.2M | 0.20% | |
| 104 | LOWLOWES COS INC | 978 | $216.9M | 0.20% | |
| 105 | MRKMERCK & CO INC | 2,685 | $212.6M | 0.19% | |
| 106 | IXUSISHARES TR | 2,738 | $211.7M | 0.19% | |
| 107 | AXPAMERICAN EXPRESS CO | 649 | $207.1M | 0.19% | |
| 108 | GEGE AEROSPACE | 803 | $206.6M | 0.19% | |
| 109 | AZNASTRAZENECA PLC | 2,936 | $205.2M | 0.19% | |
| 110 | EMXCISHARES INC | 3,210 | $202.7M | 0.19% | |
| 111 | DONSPDR DOW JONES INDL AVERAGE | 454 | $200.0M | 0.18% | |
| 112 | MHDBLACKROCK MUNIHOLDINGS FD IN | 12,106 | $135.6M | 0.12% |
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