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Timmons Wealth Management

Latest statistics and disclosures from Timmons Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002110045

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Positions held by Timmons Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Timmons Wealth Management

Timmons Wealth Management holds 73 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	27.2	$29M	44k	650.34	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	11.2	$12M	424k	27.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.9	$12M	180k	64.08	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	10.0	$11M	208k	50.84	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	6.4	$6.7M	256k	26.26	View chart
Spdr Series Trust State Street Spd (SPYM)	5.3	$5.6M	73k	76.54	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	4.7	$5.0M	101k	48.93	View chart
Ishares Core Msci Emkt (IEMG)	3.6	$3.8M	55k	69.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.6	$3.8M	14k	261.92	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.9	$3.0M	76k	40.19	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.8	$3.0M	27k	111.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$2.9M	9.1k	320.82	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.5	$1.6M	33k	49.99	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.9	$900k	8.9k	100.66	View chart
Spdr Series Trust State Street Spd (SPSM)	0.8	$821k	17k	48.32	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$776k	1.8k	436.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$615k	941.00	653.02	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.6	$586k	7.7k	76.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$523k	17k	30.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$312k	523.00	597.32	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$275k	7.2k	38.26	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$269k	10k	26.20	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$249k	5.1k	49.22	View chart
Johnson & Johnson (JNJ)	0.1	$153k	625.00	244.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$133k	1.4k	97.14	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$125k	3.0k	41.09	View chart
Costco Wholesale Corporation (COST)	0.1	$98k	99.00	994.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$98k	341.00	287.21	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$97k	1.4k	67.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$91k	305.00	299.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$90k	210.00	427.11	View chart
Bank of America Corporation (BAC)	0.1	$73k	1.5k	48.74	View chart
Apple (AAPL)	0.1	$64k	252.00	253.83	View chart
General Mills (GIS)	0.1	$60k	1.6k	37.22	View chart
Ge Aerospace Com New (GE)	0.1	$56k	197.00	283.66	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$55k	1.5k	36.75	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$54k	810.00	66.00	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$52k	834.00	62.45	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$49k	2.0k	24.75	View chart
Analog Devices (ADI)	0.0	$47k	146.00	318.34	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.0	$46k	637.00	72.71	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$46k	320.00	142.63	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$42k	118.00	355.06	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$39k	487.00	79.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$38k	565.00	67.48	View chart
Abbvie (ABBV)	0.0	$38k	175.00	217.77	View chart
Dimensional Etf Trust International (DFSI)	0.0	$38k	898.00	42.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$37k	474.00	77.06	View chart
Deere & Company (DE)	0.0	$35k	62.00	562.84	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$35k	444.00	78.41	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$31k	785.00	39.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$31k	108.00	285.94	View chart
Visa Com Cl A (V)	0.0	$30k	98.00	301.72	View chart
Thomson Reuters Corp. (TRI)	0.0	$29k	321.00	89.98	View chart
Microsoft Corporation (MSFT)	0.0	$28k	75.00	370.35	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$26k	539.00	47.80	View chart
JPMorgan Chase & Co. (JPM)	0.0	$24k	83.00	294.16	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$22k	293.00	74.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$18k	160.00	113.41	View chart
Enterprise Products Partners (EPD)	0.0	$18k	464.00	37.81	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$17k	378.00	45.02	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$14k	65.00	210.09	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$12k	235.00	52.78	View chart
Ge Vernova (GEV)	0.0	$12k	14.00	872.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$12k	135.00	86.52	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$6.7k	76.00	88.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$6.5k	92.00	70.18	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$5.4k	9.00	601.33	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$3.7k	46.00	80.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$3.1k	57.00	54.05	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$2.8k	59.00	48.05	View chart
Soluna Holdings Com New (SLNH)	0.0	$138.001500	195.00	0.71	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$0	0	0.00	View chart

Past Filings by Timmons Wealth Management

SEC 13F filings are viewable for Timmons Wealth Management going back to 2026

Timmons Wealth Management 2026 Q1 filed May 11, 2026

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