Talisman Wealth Advisors LLC

SEC CIK: 0001962685
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Talisman Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overview All 13F holders of DIA Full Q2 2026 holdings

Shares (Q2 2026): 441
Value: $230.3K
% of portfolio: 0.2%
Quarters held: 5; Since Q2 2025

Holdings of DIA by Talisman Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	441	$230.3K	0.2%	00.0%	Unchanged	Holders
Q1 2026	441	$204.2K	0.2%	00.0%	Unchanged	Holders
Q4 2025	441	$211.9K	0.2%	−14−3.1%	Reduced	Holders
Q3 2025	455	$210.9K	0.2%	+1+0.2%	Added	Holders
Q2 2025	454	$200.0K	0.2%	+454	New	Holders