# EDGAR Filing Document

**Accession Number:** 0001962685
**File Stem:** 0001962685-25-000006
**Filing Date:** 2025-11
**Character Count:** 14894
**Document Hash:** 34d18d40ac1c5b2d0ab62a28118e6228
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001962685-25-000006.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0001962685-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Talisman Wealth Advisors LLC
- **CENTRAL INDEX KEY:** 0001962685

**ORGANIZATION NAME:**
- **EIN:** 862510015
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23111
- **FILM NUMBER:** 251485273

**BUSINESS ADDRESS:**
- **STREET 1:** 1162 SPRINGFIELD AVENUE, 2ND FLOOR
- **CITY:** MOUNTAINSIDE
- **STATE:** NJ
- **ZIP:** 07092
- **BUSINESS PHONE:** 908-519-8120

**MAIL ADDRESS:**
- **STREET 1:** 1162 SPRINGFIELD AVENUE, 2ND FLOOR
- **CITY:** MOUNTAINSIDE
- **STATE:** NJ
- **ZIP:** 07092

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Talisman Wealth Advisors LLC<br>**Address:** 1162 SPRINGFIELD AVENUE 2ND FLOOR<br>MOUNTAINSIDE, NJ 07092

**Form 13F File Number:** 028-23111

**CRD Number (if applicable):** 000313283

**SEC File Number (if applicable):** 801-120785

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** JORDAN GREEN<br>**Title:** Counsel<br>**Phone:** 6098810101

**Signature, Place, and Date of Signing:**

JORDAN GREEN  STONE HARBOR, NJ  11-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 115

**Form 13F Information Table Value Total:** $120691112

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 4066446 | 15970 | SH |  | SOLE |  | 0 | 0 | 15970 |
| ABBVIE INC | COM | 00287Y109 |  | 662247 | 2860 | SH |  | SOLE |  | 0 | 0 | 2860 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 594469 | 2025 | SH |  | SOLE |  | 0 | 0 | 2025 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 298845 | 3805 | SH |  | SOLE |  | 0 | 0 | 3805 |
| AMGEN INC | COM | 031162100 |  | 234508 | 831 | SH |  | SOLE |  | 0 | 0 | 831 |
| AMAZON COM INC | COM | 023135106 |  | 1162843 | 5296 | SH |  | SOLE |  | 0 | 0 | 5296 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 611452 | 2242 | SH |  | SOLE |  | 0 | 0 | 2242 |
| BROADCOM INC | COM | 11135F101 |  | 1355270 | 4108 | SH |  | SOLE |  | 0 | 0 | 4108 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 226123 | 681 | SH |  | SOLE |  | 0 | 0 | 681 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 225580 | 2940 | SH |  | SOLE |  | 0 | 0 | 2940 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 488701 | 2611 | SH |  | SOLE |  | 0 | 0 | 2611 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 304729 | 3321 | SH |  | SOLE |  | 0 | 0 | 3321 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 264675 | 2711 | SH |  | SOLE |  | 0 | 0 | 2711 |
| CATERPILLAR INC | COM | 149123101 |  | 306211 | 642 | SH |  | SOLE |  | 0 | 0 | 642 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 310279 | 335 | SH |  | SOLE |  | 0 | 0 | 335 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 281969 | 575 | SH |  | SOLE |  | 0 | 0 | 575 |
| CISCO SYS INC | COM | 17275R102 |  | 434978 | 6357 | SH |  | SOLE |  | 0 | 0 | 6357 |
| CORTEVA INC | COM | 22052L104 |  | 289254 | 4277 | SH |  | SOLE |  | 0 | 0 | 4277 |
| CHEVRON CORP NEW | COM | 166764100 |  | 534140 | 3440 | SH |  | SOLE |  | 0 | 0 | 3440 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 396589 | 5091 | SH |  | SOLE |  | 0 | 0 | 5091 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 8209791 | 120590 | SH |  | SOLE |  | 0 | 0 | 120590 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 1968885 | 22132 | SH |  | SOLE |  | 0 | 0 | 22132 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 210946 | 455 | SH |  | SOLE |  | 0 | 0 | 455 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 272357 | 6111 | SH |  | SOLE |  | 0 | 0 | 6111 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 627829 | 10605 | SH |  | SOLE |  | 0 | 0 | 10605 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 225928 | 4704 | SH |  | SOLE |  | 0 | 0 | 4704 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 350620 | 3079 | SH |  | SOLE |  | 0 | 0 | 3079 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 560472 | 8263 | SH |  | SOLE |  | 0 | 0 | 8263 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 233357 | 2510 | SH |  | SOLE |  | 0 | 0 | 2510 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 687267 | 4720 | SH |  | SOLE |  | 0 | 0 | 4720 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 219545 | 12794 | SH |  | SOLE |  | 0 | 0 | 12794 |
| EATON CORP PLC | SHS | G29183103 |  | 285436 | 763 | SH |  | SOLE |  | 0 | 0 | 763 |
| GE AEROSPACE | COM NEW | 369604301 |  | 242216 | 805 | SH |  | SOLE |  | 0 | 0 | 805 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 991225 | 4070 | SH |  | SOLE |  | 0 | 0 | 4070 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1272680 | 5235 | SH |  | SOLE |  | 0 | 0 | 5235 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 367398 | 461 | SH |  | SOLE |  | 0 | 0 | 461 |
| HOME DEPOT INC | COM | 437076102 |  | 946075 | 2335 | SH |  | SOLE |  | 0 | 0 | 2335 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 1164462 | 9510 | SH |  | SOLE |  | 0 | 0 | 9510 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 271355 | 11167 | SH |  | SOLE |  | 0 | 0 | 11167 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 274576 | 973 | SH |  | SOLE |  | 0 | 0 | 973 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 738831 | 8462 | SH |  | SOLE |  | 0 | 0 | 8462 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 545726 | 8279 | SH |  | SOLE |  | 0 | 0 | 8279 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2385930 | 20079 | SH |  | SOLE |  | 0 | 0 | 20079 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 2305475 | 15829 | SH |  | SOLE |  | 0 | 0 | 15829 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 2369251 | 50723 | SH |  | SOLE |  | 0 | 0 | 50723 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 1455895 | 8848 | SH |  | SOLE |  | 0 | 0 | 8848 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 912672 | 9131 | SH |  | SOLE |  | 0 | 0 | 9131 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 602143 | 2916 | SH |  | SOLE |  | 0 | 0 | 2916 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1662889 | 2485 | SH |  | SOLE |  | 0 | 0 | 2485 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 933548 | 7733 | SH |  | SOLE |  | 0 | 0 | 7733 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 1908735 | 5223 | SH |  | SOLE |  | 0 | 0 | 5223 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 508681 | 2499 | SH |  | SOLE |  | 0 | 0 | 2499 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 7039300 | 15028 | SH |  | SOLE |  | 0 | 0 | 15028 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 217428 | 2633 | SH |  | SOLE |  | 0 | 0 | 2633 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 217704 | 1112 | SH |  | SOLE |  | 0 | 0 | 1112 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 311282 | 5452 | SH |  | SOLE |  | 0 | 0 | 5452 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2450574 | 13216 | SH |  | SOLE |  | 0 | 0 | 13216 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2225058 | 7054 | SH |  | SOLE |  | 0 | 0 | 7054 |
| COCA COLA CO | COM | 191216100 |  | 928148 | 13995 | SH |  | SOLE |  | 0 | 0 | 13995 |
| BLACKROCK ETF TRUST | US CARBON TRANS | 09290C509 |  | 498087 | 6863 | SH |  | SOLE |  | 0 | 0 | 6863 |
| LINDE PLC | SHS | G54950103 |  | 285801 | 602 | SH |  | SOLE |  | 0 | 0 | 602 |
| ELI LILLY  CO | COM | 532457108 |  | 738049 | 967 | SH |  | SOLE |  | 0 | 0 | 967 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 314131 | 629 | SH |  | SOLE |  | 0 | 0 | 629 |
| LOWES COS INC | COM | 548661107 |  | 245740 | 978 | SH |  | SOLE |  | 0 | 0 | 978 |
| ISHARES TR | MBS ETF | 464288588 |  | 221311 | 2326 | SH |  | SOLE |  | 0 | 0 | 2326 |
| MCDONALDS CORP | COM | 580135101 |  | 512919 | 1688 | SH |  | SOLE |  | 0 | 0 | 1688 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 265927 | 2792 | SH |  | SOLE |  | 0 | 0 | 2792 |
| META PLATFORMS INC | CL A | 30303M102 |  | 932413 | 1270 | SH |  | SOLE |  | 0 | 0 | 1270 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 412828 | 2048 | SH |  | SOLE |  | 0 | 0 | 2048 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 262048 | 3967 | SH |  | SOLE |  | 0 | 0 | 3967 |
| MERCK  CO INC | COM | 58933Y105 |  | 242011 | 2883 | SH |  | SOLE |  | 0 | 0 | 2883 |
| MICROSOFT CORP | COM | 594918104 |  | 4666455 | 9009 | SH |  | SOLE |  | 0 | 0 | 9009 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 1119546 | 4366 | SH |  | SOLE |  | 0 | 0 | 4366 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1013633 | 13427 | SH |  | SOLE |  | 0 | 0 | 13427 |
| NETFLIX INC | COM | 64110L106 |  | 342891 | 286 | SH |  | SOLE |  | 0 | 0 | 286 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3881203 | 20802 | SH |  | SOLE |  | 0 | 0 | 20802 |
| ISHARES TR | S 100 ETF | 464287101 |  | 271026 | 814 | SH |  | SOLE |  | 0 | 0 | 814 |
| ORACLE CORP | COM | 68389X105 |  | 868188 | 3087 | SH |  | SOLE |  | 0 | 0 | 3087 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 327014 | 1606 | SH |  | SOLE |  | 0 | 0 | 1606 |
| PEPSICO INC | COM | 713448108 |  | 233425 | 1662 | SH |  | SOLE |  | 0 | 0 | 1662 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 367290 | 2390 | SH |  | SOLE |  | 0 | 0 | 2390 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 225471 | 1236 | SH |  | SOLE |  | 0 | 0 | 1236 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 2522486 | 93982 | SH |  | SOLE |  | 0 | 0 | 93982 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 258706 | 431 | SH |  | SOLE |  | 0 | 0 | 431 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 2112006 | 10859 | SH |  | SOLE |  | 0 | 0 | 10859 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 5759969 | 210988 | SH |  | SOLE |  | 0 | 0 | 210988 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 257805 | 10984 | SH |  | SOLE |  | 0 | 0 | 10984 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 2195803 | 21805 | SH |  | SOLE |  | 0 | 0 | 21805 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 1132119 | 15227 | SH |  | SOLE |  | 0 | 0 | 15227 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 585642 | 7476 | SH |  | SOLE |  | 0 | 0 | 7476 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 283623 | 426 | SH |  | SOLE |  | 0 | 0 | 426 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 |  | 284566 | 12078 | SH |  | SOLE |  | 0 | 0 | 12078 |
| TEXAS INSTRS INC | COM | 882508104 |  | 338638 | 1843 | SH |  | SOLE |  | 0 | 0 | 1843 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 403928 | 4246 | SH |  | SOLE |  | 0 | 0 | 4246 |
| VISA INC | COM CL A | 92826C839 |  | 605073 | 1772 | SH |  | SOLE |  | 0 | 0 | 1772 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 504509 | 8420 | SH |  | SOLE |  | 0 | 0 | 8420 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 222137 | 3112 | SH |  | SOLE |  | 0 | 0 | 3112 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 506422 | 678 | SH |  | SOLE |  | 0 | 0 | 678 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1884431 | 8733 | SH |  | SOLE |  | 0 | 0 | 8733 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2684901 | 8181 | SH |  | SOLE |  | 0 | 0 | 8181 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 917922 | 4922 | SH |  | SOLE |  | 0 | 0 | 4922 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1053522 | 2197 | SH |  | SOLE |  | 0 | 0 | 2197 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 7276517 | 51625 | SH |  | SOLE |  | 0 | 0 | 51625 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 2506082 | 29595 | SH |  | SOLE |  | 0 | 0 | 29595 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 402937 | 4807 | SH |  | SOLE |  | 0 | 0 | 4807 |
| WALMART INC | COM | 931142103 |  | 369221 | 3583 | SH |  | SOLE |  | 0 | 0 | 3583 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 464916 | 3928 | SH |  | SOLE |  | 0 | 0 | 3928 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 603051 | 11195 | SH |  | SOLE |  | 0 | 0 | 11195 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 249580 | 1618 | SH |  | SOLE |  | 0 | 0 | 1618 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 582383 | 2066 | SH |  | SOLE |  | 0 | 0 | 2066 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 |  | 920645 | 21852 | SH |  | SOLE |  | 0 | 0 | 21852 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 570869 | 6546 | SH |  | SOLE |  | 0 | 0 | 6546 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 840725 | 6041 | SH |  | SOLE |  | 0 | 0 | 6041 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 379679 | 1584 | SH |  | SOLE |  | 0 | 0 | 1584 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 611894 | 5427 | SH |  | SOLE |  | 0 | 0 | 5427 |

---