Long-term investor
Talisman Wealth Advisors LLC @talismanwealthadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001962685).
Record
- Tracked since 2025-06-30 (473 days), 178 trades recorded
- Returns: week n/a · month n/a · 90 days -0.4% · 6 months -0.4% · 1 year -0.9% · all -0.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46434G848 · 8.3% · long · since 2026-06-30
- 921937835 · 6.6% · long · since 2026-06-30
- 464287614 · 5.9% · long · since 2025-06-30
- 808524805 · 5.2% · long · since 2026-06-30
- 922908769 · 4.4% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- NVDA · 3.1% · long · since 2025-06-30
- 46434V613 · 2.8% · long · since 2025-12-31
- JNJ · 2.5% · long · since 2025-06-30
- MSFT · 2.4% · long · since 2025-06-30
- 921943858 · 2.0% · long · since 2025-06-30
- 464287200 · 1.8% · long · since 2025-06-30