Notify me when Talisman Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 115 | $128,317,343 | +$13,381,223 | -$6,305,123 | +$7,076,100 | DGRO, VYM, IWF, SCHD, VTI | 13F-HR | 19 Feb 2026, 20:38 |
| Q3 2025 | 114 | $120,419,757 | +$4,470,353 | -$1,225,290 | +$3,245,063 | DGRO, VYM, IWF, SCHD, MSFT | 13F-HR | 14 Nov 2025, 15:45 |
| Q2 2025 | 112 | $109,244,504 | +$7,659,257 | -$2,008,884 | +$5,650,373 | DGRO, VYM, IWF, SCHD, MSFT | 13F-HR | 14 Aug 2025, 15:28 |
| Q1 2025 | 103 | $97,081,895 | +$8,287,073 | -$3,770,002 | +$4,517,071 | DGRO, VYM, SCHD, IWF, MSFT | 13F-HR | 14 May 2025, 17:30 |
| Q4 2024 | 102 | $92,421,460 | +$7,953,074 | -$6,784,108 | +$1,168,966 | DGRO, VYM, IWF, SCHD, AAPL | 13F-HR | 14 Feb 2025, 17:36 |
| Q3 2024 | 108 | $94,047,989 | +$4,721,489 | -$1,470,106 | +$3,251,383 | VYM, DGRO, IWF, SCHD, SGOV | 13F-HR | 14 Nov 2024, 16:40 |
| Q2 2024 | 96 | $86,544,511 | +$7,722,881 | -$925,623 | +$6,797,258 | VYM, DGRO, IWF, SCHD, SGOV | 13F-HR | 14 Aug 2024, 17:00 |
| Q1 2024 | 90 | $79,545,445 | +$7,656,414 | -$1,184,028 | +$6,472,386 | VYM, DGRO, IWF, SCHD, MSFT | 13F-HR | 15 May 2024, 16:37 |
| Q4 2023 | 84 | $67,422,704 | +$6,215,952 | -$1,442,119 | +$4,773,833 | VYM, DGRO, IWF, SCHD, MSFT | 13F-HR | 13 Feb 2024, 19:52 |
| Q3 2023 | 80 | $57,765,128 | +$3,742,406 | -$2,785,384 | +$957,022 | VYM, DGRO, IWF, ITOT, SCHD | 13F-HR | 13 Nov 2023, 21:47 |
| Q2 2023 | 84 | $58,607,273 | +$2,884,169 | -$2,987,684 | -$103,515 | VYM, DGRO, ITOT, MSFT, AAPL | 13F-HR | 10 Aug 2023, 17:25 |
| Q1 2023 | 86 | $55,343,000 | +$7,344,740 | -$148,868 | +$7,195,872 | VYM, AAPL, ITOT, DGRO, MSFT | 13F-HR | 11 May 2023, 06:58 |
| Q4 2022 | 72 | $47,027,000 | $0 | $0 | $0 | VYM, ITOT, DGRO, AAPL, VTI | 13F-HR | 15 Feb 2023, 16:41 |