Timmons Wealth Management, LLC: 13F holdings
CIK 21100452026Q2
| Positions | 74 |
|---|
| Reported value | $136.7m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 74 (+1 vs prior quarter) |
|---|
| Reported value | $136.7m (+29.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 43,168 | $32.2m | 23.6% |
| NEAR ISHARES U S ETF TR | 278,069 | $14.1m | 10.3% |
| FNDX SCHWAB STRATEGIC TR | 412,264 | $12.8m | 9.4% |
| VEA VANGUARD TAX-MANAGED FDS | 177,973 | $12.7m | 9.3% |
| VCRB VANGUARD MALVERN FDS | 159,827 | $12.3m | 9.0% |
| AVUS AMERICAN CENTY ETF TR | 57,292 | $7.3m | 5.4% |
| SPYM SPDR SERIES TRUST | 74,098 | $6.5m | 4.8% |
| EWU SCHWAB STRATEGIC TR | 96,491 | $5.1m | 3.7% |
| VCRM VANGUARD MUN BD FDS | 62,499 | $4.8m | 3.5% |
| VB VANGUARD INDEX FDS | 14,426 | $4.4m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110045")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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