Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Timonier Family Office

Latest statistics and disclosures from Timonier Family Office's latest quarterly 13F-HR filing:

Top 5 stock holdings are DUHP, DFAU, DFUV, DFUS, DFAS, and represent 51.14% of Timonier Family Office's stock portfolio.
Added to shares of these 10 stocks: DFAU, DUHP, DFSV, DFSD, SPSB, AGG, DIHP, DFIC, DFAR, DFEM.
Started 1 new stock position in DFSD.
Reduced shares in these 10 stocks: DFUS, DFUV, DFAT, DFIV, DFAI, VTEB, DFAE, MSFT, , SUB.
Sold out of its positions in NFLX, VGSH, IREN.
Timonier Family Office was a net buyer of stock by $3.4M.
Timonier Family Office has $315M in assets under management (AUM), dropping by 3.24%.
Central Index Key (CIK): 0002038170

Tip: Access up to 7 years of quarterly data

Positions held by Timonier Family Office consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Timonier Family Office

Timonier Family Office holds 56 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us High Profitab (DUHP)	12.7	$40M	+4%	1.1M	38.03	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	11.5	$36M	+6%	777k	46.80	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	11.3	$36M	-2%	766k	46.59	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	9.0	$28M	-4%	383k	74.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	6.6	$21M		297k	69.67	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.5	$14M	+4%	414k	34.46	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	4.5	$14M	+7%	431k	32.89	View chart
Spdr Series Trust State Street Spd (SPSB)	3.5	$11M	+6%	368k	30.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.5	$11M	+6%	111k	99.88	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	3.5	$11M	+3%	331k	32.94	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.2	$10M	+4%	305k	33.08	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.2	$10M	+7%	317k	31.66	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.0	$9.3M	+5%	407k	22.90	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.4	$7.6M	-10%	128k	59.54	View chart
Lowe's Companies (LOW)	1.9	$6.1M		25k	241.16	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.9	$6.0M	-11%	119k	49.90	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.6	$5.1M		151k	33.74	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	1.6	$4.9M	+6%	79k	62.41	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$3.6M	-14%	93k	38.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$3.1M	-9%	62k	50.29	View chart
Spdr Series Trust State Street Spd (SPHY)	0.8	$2.6M	+10%	108k	23.67	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$2.2M	-11%	69k	32.57	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.7	$2.1M	-4%	44k	48.17	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.6	$1.9M		18k	100.83	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$1.7M		4.5k	386.85	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$1.4M	-9%	51k	26.42	View chart
Apple (AAPL)	0.4	$1.3M		4.9k	271.87	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$1.0M	-19%	9.8k	106.70	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.3	$911k	-3%	7.9k	115.76	View chart
Microsoft Corporation (MSFT)	0.3	$887k	-24%	1.8k	483.62	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$793k	NEW	17k	47.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$694k		920.00	753.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$682k		5.5k	123.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$578k		1.2k	502.65	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$558k	-6%	15k	38.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$510k	-11%	6.9k	74.07	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$496k		12k	41.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$489k		715.00	684.33	View chart
Amazon (AMZN)	0.1	$447k		1.9k	230.82	View chart
Visa Com Cl A (V)	0.1	$432k		1.2k	350.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$412k		4.3k	96.03	View chart
Duke Energy Corp Com New (DUK)	0.1	$380k		3.2k	117.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$366k	-32%	9.3k	39.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$344k		1.7k	198.62	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$338k	-3%	7.9k	42.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$334k		1.6k	212.07	View chart
Exxon Mobil Corporation (XOM)	0.1	$331k		2.7k	120.34	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$325k		3.3k	99.52	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$318k	-6%	3.8k	83.75	View chart
Truist Financial Corp equities (TFC)	0.1	$292k		5.9k	49.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$292k		931.00	313.80	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$284k	-7%	5.2k	54.07	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$256k		685.00	373.44	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$255k		1.9k	136.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$250k		1.2k	210.34	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$219k		1.2k	181.21	View chart

Past Filings by Timonier Family Office

SEC 13F filings are viewable for Timonier Family Office going back to 2024

Timonier Family Office 2025 Q4 filed Feb. 4, 2026
Timonier Family Office 2025 Q3 filed Nov. 5, 2025
Timonier Family Office 2025 Q2 filed Aug. 7, 2025
Timonier Family Office 2025 Q1 filed April 23, 2025
Timonier Family Office 2024 Q4 filed Feb. 3, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z