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Talisman Wealth Advisors LLC
Talisman Wealth Advisors LLC is a fiduciary, SEC-registered investment adviser headquartered in Mountainside, New Jersey. Founded by financial industry veterans Jennifer Kirby and Frank Granizo, the firm offers independent, personalized wealth management services. They primarily serve business owners, multigenerational families, women, and first-generation wealth, leveraging LPL Financial as their custodian. Their approach emphasizes financial planning focused on client values and behavior, with an emphasis on unbiased, client-centered advice. The firm was launched in 2021 and operates with a small, experienced team.
Investment Strategy
Talisman Wealth Advisors LLC provides personalized wealth management services with a focus on planning-centered, high-touch client experiences. The firm caters to business owners, multigenerational families, and women, emphasizing fiduciary responsibility and customizing strategies based on each client’s behavioral and financial goals. By leveraging LPL Financial’s technology and support, the firm ensures independent, unbiased advice while aiming for long-term wealth preservation and growth, often through diversified equities and ETF holdings.
Latest 13F Filing Activity
Talisman Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 112 equity positions with a total 13F market value of $110M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Ishares TR among other positions. Talisman Wealth Advisors LLC reduced exposure to Verizon Communications Inc., Schwab Strategic TR, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRO | ISHARES TR | 6.85% | $7.5M | 117,330 | $54.72 | $63.94 | +$814.2K |
V VYM | VANGUARD WHITEHALL FDS | 6.24% | $6.8M | 51,230 | $111.49 | $133.31 | +$511.6K |
I IWF | ISHARES TR | 5.69% | $6.2M | 14,673 | $279.21 | $424.58 | +$936.2K |
S SCHD | SCHWAB STRATEGIC TR | 4.92% | $5.4M | 203,496 | $25.96 | $26.50 | -$325.3K |
M MSFT | MICROSOFT CORP | 4.08% | $4.5M | 8,978 | $296.96 | $497.41 | +$1.1M |
Industry Allocation
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