Talisman Wealth Advisors LLC

RIA/Wealth

Talisman Wealth Advisors LLC is a RIA/Wealth based in Mountainside, NJ led by Francis Edward Granizo, reporting $212.8M in AUM as of Q3 2025 with 64% ETF concentration.

Managing PartnerFrancis Edward Granizo

Portfolio Value: $120.7M
Positions: 114
Top Holding: DGRO at 6.8%
Last Reported: Q3 2025

Address1162 Springfield Ave, 2nd Floor, Mountainside, NJ, 07092, United States

Top Holdings

Largest long holdings in Talisman Wealth Advisors LLC's portfolio (40.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core Dividend Growth DGRO	ETF ETF	$8.2M	6.80%	+$221.9K Bought	— 120.6K shares	Q4 2022 Held for 2y 11m
2 Vanguard High Dividend Yield VYM	ETF ETF	$7.3M	6.03%	+$55.7K Bought	— 51.6K shares	Q4 2022 Held for 2y 11m
3 iShares Russell 1000 Growth IWF	ETF ETF	$7.0M	5.83%	+$166.3K Bought	— 15.0K shares	Q4 2022 Held for 2y 11m
4 Schwab US Dividend Equity SCHD	ETF ETF	$5.8M	4.77%	+$204.5K Bought	— 211.0K shares	Q4 2022 Held for 2y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$4.7M	3.87%	+$16.1K Bought	0.00% 9.0K shares	Q4 2022 Held for 2y 11m
6 Apple AAPL	Consumer Electronics Technology	$4.1M	3.37%	+$13.0K Bought	0.00% 16.0K shares	Q4 2022 Held for 2y 11m
7 Nvidia NVDA	Semiconductors Technology	$3.9M	3.22%	+$8.8K Bought	0.00% 20.8K shares	Q1 2023 Held for 2y 8m
8 Vanguard Total Stock Market VTI	ETF ETF	$2.7M	2.22%	+$656.4 Bought	— 8.2K shares	Q4 2022 Held for 2y 11m
9 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$2.5M	2.09%	+$607.5K Bought	— 94.0K shares	Q1 2025 Held for 8 months
10 Vanguard International High Dividend Yield VYMI	ETF ETF	$2.5M	2.08%	+$95.1K Bought	— 29.6K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Talisman Wealth Advisors LLC's latest filing

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Market Value

$120.7M

Prior: $109.5M

Q/Q Change

+10.2%

+$11.2M

Net Flows % of MV

+2.5%

Turnover Ratio

2.36%

New Purchases

5 stocks

$1.2M

Added To

61 stocks

+$3.0M

Sold Out Of

4 stocks

$812.1K

Reduced Holdings

34 stocks

-$413.2K

Increased Positions

Position	Shares Δ	Change
1 iShares ESG Aware USD Corporate Bond ETF SUSC	New	0 → 12.1K +$284.6K
2 iShares S&P 100 OEF	New	0 → 814.0 +$271.0K
3 iShares ESG Aware U.S. Aggregate Bond EAGG	New	0 → 4.7K +$225.9K
4 Palantir Technologies Inc. PLTR	New	0 → 1.2K +$225.5K
5 iShares U.S. Technology IYW	New	0 → 1.1K +$217.7K

Decreased Positions

Position	Shares Δ	Change
1 Comcast CMCSA	Sold	6.9K → 0 −$247.0K
2 Salesforce CRM	Sold	832.0 → 0 −$226.8K
3 iShares MSCI Emerging Markets ex China EMXC	Sold	3.2K → 0 −$202.7K
4 Blackrock Muniholdings Fund MHD	Sold	12.1K → 0 −$135.6K
5 Becton, Dickinson and Company BDX	-26.16%	3.5K → 2.6K −$173.1K