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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Talisman Wealth Advisors LLC

Quarter ended Q4 2025 · Filed February 20, 2026 · Accession 0001962685-26-000001

Total Value
$128.5M
Positions
115
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (115)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V621149,637$10.1M7.83%
2VANGUARD WHITEHALL FDS92194640653,317$7.7M5.96%
3ISHARES TR46428761415,567$7.4M5.74%
4SCHWAB STRATEGIC TR808524797215,520$5.9M4.60%
5VANGUARD INDEX FDS92290876912,987$4.4M3.39%
6MICROSOFT CORPMSFT8,833$4.3M3.33%
7APPLE INCAAPL14,943$4.1M3.17%
8NVIDIA CORPORATIONNVDA20,514$3.8M2.98%
9PIMCO ETF TR72201R585140,889$3.8M2.93%
10ISHARES TR46428851362,316$2.9M2.26%
11JOHNSON & JOHNSONJNJ13,132$2.7M2.11%
12JPMORGAN CHASE & CO.VYLD7,000$2.3M1.76%
13ISHARES TR46428715014,928$2.2M1.73%
14ISHARES TR46428780418,159$2.2M1.70%
15ISHARES TR46432F33910,916$2.2M1.69%
16VANGUARD WHITEHALL FDS92194679423,206$2.1M1.63%
17WISDOMTREE TRWT22,149$2.0M1.54%
18ISHARES TR4642876225,223$2.0M1.52%
19VANGUARD SPECIALIZED FUNDS9219088448,297$1.8M1.42%
20ISHARES TR4642872002,529$1.7M1.35%
21ALPHABET INCGOOG5,187$1.6M1.26%
22ISHARES TR46434V29021,539$1.6M1.26%
23VANGUARD TAX-MANAGED FDS92194385825,581$1.6M1.25%
24ISHARES TR4642876718,840$1.5M1.16%
25ISHARES TR46436E71814,698$1.5M1.15%
26BROADCOM INCAVGO3,806$1.3M1.03%
27ALPHABET INCGOOG4,070$1.3M0.99%
28AMAZON COM INCAMZN5,291$1.2M0.95%
29ISHARES TR46432F3964,859$1.2M0.95%
30ISHARES TR46429B6639,512$1.2M0.90%
31ISHARES TR4642873099,088$1.1M0.87%
32VANGUARD INDEX FDS9229087362,262$1.1M0.86%
33ISHARES TR4642874085,008$1.1M0.83%
34AUTOMATIC DATA PROCESSING INADP4,224$1.1M0.83%
35NEXTERA ENERGY INCNEE-PW12,775$1.0M0.80%
36ELI LILLY & COLLY954$1.0M0.80%
37BLACKROCK ETF TRUSTBLK16,333$997,0590.78%
38COCA COLA COKO14,092$985,4700.77%
39ISHARES TR4642876639,150$939,2260.73%
40VANGUARD INDEX FDS9229087444,861$928,3720.72%
41SELECT SECTOR SPDR TR81369Y86022,703$917,5750.71%
42SELECT SECTOR SPDR TR81369Y2095,800$899,0970.70%
43ISHARES INC46434G10313,189$887,4420.69%
44META PLATFORMS INCMETA1,292$853,6720.66%
45ISHARES TR46435G4255,698$851,8860.66%
46HOME DEPOT INCHD2,309$795,0300.62%
47ISHARES TR46432F8428,279$740,6820.58%
48ABBVIE INCABBV2,833$647,8110.50%
49EXXON MOBIL CORPXOM5,305$641,0230.50%
50VISA INCV1,771$621,3300.48%
51SELECT SECTOR SPDR TR81369Y88614,147$604,8620.47%
52ORACLE CORPORCL-PD2,971$583,2290.45%
53VANGUARD WORLD FD92204A702731$553,3540.43%
54SELECT SECTOR SPDR TR81369Y6059,918$544,2070.42%
55ISHARES TR4642871011,530$526,3120.41%
56MCDONALDS CORPMCD1,693$518,2890.40%
57BLACKROCK ETF TRUSTBLK6,949$518,0010.40%
58CHEVRON CORP NEWCVX3,393$516,9060.40%
59BECTON DICKINSON & COBDX2,465$478,3860.37%
60SELECT SECTOR SPDR TR81369Y8033,276$473,5910.37%
61CISCO SYS INCCSCO6,040$465,9330.36%
62AMPLIFY ETF TR0321084099,803$436,5680.34%
63WELLS FARGO CO NEW9497461014,630$431,5430.34%
64ISHARES TR4642875981,999$420,5600.33%
65WALMART INCWMT3,543$395,6900.31%
66SELECT SECTOR SPDR TR81369Y8523,269$385,4080.30%
67BALL CORPBALL11,439$383,1040.30%
68SPDR SERIES TRUST78464A4094,672$377,6100.29%
69GOLDMAN SACHS GROUP INCGSCE425$374,0940.29%
70MARSH & MCLENNAN COS INC5717481021,921$356,3090.28%
71ISHARES TR46435G19315,170$355,5870.28%
72CATERPILLAR INCCAT604$346,1720.27%
73ISHARES TR46429B6973,511$330,6290.26%
74PROCTER AND GAMBLE CO7427181092,302$330,2220.26%
75LOCKHEED MARTIN CORPLMT670$324,4900.25%
76SELECT SECTOR SPDR TR81369Y4072,657$318,0000.25%
77MERCK & CO INCMRK2,846$300,0440.23%
78PALO ALTO NETWORKS INCPANW1,606$297,0230.23%
79SPDR S&P 500 ETF TRSPY426$292,4910.23%
80INTERNATIONAL BUSINESS MACHSINTR973$290,6320.23%
81CORTEVA INCCTVA4,301$288,2970.22%
82COSTCO WHSL CORP NEW22160K105333$287,5360.22%
83DIMENSIONAL ETF TRUST25434V1048,549$281,8820.22%
84SPDR SERIES TRUST78468R6633,056$279,2520.22%
85SCHWAB STRATEGIC TR80852483911,919$279,1520.22%
86ISHARES TR46435G5162,928$279,0910.22%
87INVESCO QQQ TRIVZ451$278,1230.22%
88TEXAS INSTRS INC8825081041,594$276,5810.22%
89CROWDSTRIKE HLDGS INCCRWD578$272,6680.21%
90ISHARES TR4642885882,843$271,1440.21%
91SPDR SERIES TRUST78464A7554,540$270,7630.21%
92LINDE PLCLIN612$260,8760.20%
93AMERICAN EXPRESS COAXP696$258,9340.20%
94MEDTRONIC PLCMDT2,678$257,4290.20%
95NETFLIX INCNFLX2,724$255,4230.20%
96AMGEN INCAMGN772$252,7650.20%
97BOSTON SCIENTIFIC CORPBSX2,650$252,6800.20%
98ISHARES TR46434V6135,115$249,3620.19%
99ASTRAZENECA PLCAZN2,617$240,8880.19%
100GE AEROSPACE369604301769$236,8170.18%
101EATON CORP PLCETN724$230,5180.18%
102PEPSICO INCPEP1,586$227,6040.18%
103LOWES COS INC548661107912$219,9120.17%
104PALANTIR TECHNOLOGIES INCPLTR1,203$214,9800.17%
105ISHARES TR46436E7428,803$213,7630.17%
106ENERGY TRANSFER L PET-PI12,913$213,5520.17%
107TESLA INCTSLA471$212,1620.17%
108SPDR DOW JONES INDL AVERAGE78467X109441$211,8730.16%
109VANGUARD SCOTTSDALE FDS92206C4092,527$211,8410.16%
110BLACKROCK INCBLK3,921$207,0280.16%
111ALTRIA GROUP INCMO3,562$205,4740.16%
112DUPONT DE NEMOURS INCDD5,091$204,6580.16%
113SALESFORCE INCCRM767$203,2980.16%
114ISHARES TR4642875314,376$203,1070.16%
115AMERICAN INTL GROUP INC0268747842,338$200,0170.16%