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Timonier Family Office

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

Top 5 stock holdings are DUHP, DFUV, DFAU, DFUS, DFAS, and represent 50.99% of Timonier Family Office's stock portfolio.
Added to shares of these 10 stocks: DUHP, DFAU, DFUV, DFSV, DFIC, DFAS, SPSB, DFAR, DFUS, DFEM.
Started 4 new stock positions in IWN, GOOG, SGOL, IREN.
Reduced shares in these 10 stocks: DFIV, LOW, DFAT, VTEB, DFAI, VGSH, DFNM, DFAE, DFCF, DFGP.
Timonier Family Office was a net buyer of stock by $21M.
Timonier Family Office has $305M in assets under management (AUM), dropping by 14.15%.
Central Index Key (CIK): 0002038170

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Portfolio Holdings for Timonier Family Office

Timonier Family Office holds 58 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us High Profitab (DUHP)	12.4	$38M	+10%	1.0M	37.77	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	11.5	$35M	+4%	789k	44.69	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	10.9	$33M	+11%	730k	45.76	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	9.5	$29M	+3%	402k	72.44	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	6.5	$20M	+6%	292k	68.46	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.3	$13M	+10%	397k	32.79	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	4.2	$13M	+11%	402k	31.84	View chart
Spdr Series Trust Portfolio Short (SPSB)	3.4	$11M	+12%	346k	30.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$10M	+10%	104k	100.25	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	3.3	$10M	+9%	320k	31.63	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.1	$9.3M	+11%	291k	32.07	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.0	$9.2M	+12%	384k	23.85	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.9	$9.0M	+11%	296k	30.39	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.7	$8.3M		142k	58.21	View chart
Lowe's Companies (LOW)	2.1	$6.4M	-2%	26k	251.31	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$6.2M	-3%	134k	46.12	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.6	$4.7M	+7%	149k	31.89	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	1.5	$4.7M	+14%	74k	64.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$3.9M		109k	36.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$3.4M		69k	50.07	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$2.5M		78k	31.53	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.8	$2.3M	+10%	98k	23.94	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.7	$2.2M	-2%	46k	47.98	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.6	$1.9M	+19%	19k	100.33	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.6	$1.7M		4.5k	378.94	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$1.5M		57k	27.31	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$1.3M	+34%	12k	106.78	View chart
Microsoft Corporation (MSFT)	0.4	$1.3M		2.4k	517.95	View chart
Apple (AAPL)	0.4	$1.2M		4.9k	254.63	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.3	$910k		8.2k	111.49	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$687k		920.00	746.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$668k		5.5k	120.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$582k		7.8k	74.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$578k		1.2k	502.74	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$559k	+2%	16k	35.69	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$528k		14k	38.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$478k		715.00	667.76	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$445k	NEW	12k	36.81	View chart
Amazon (AMZN)	0.1	$425k		1.9k	219.57	View chart
Visa Com Cl A (V)	0.1	$420k		1.2k	341.38	View chart
Duke Energy Corp Com New (DUK)	0.1	$401k		3.2k	123.76	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$398k		4.3k	93.37	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$351k	-7%	8.2k	42.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$343k		4.1k	84.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$337k		1.7k	194.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$325k		1.6k	206.51	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$319k		3.3k	97.82	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$317k	-4%	5.7k	55.57	View chart
Exxon Mobil Corporation (XOM)	0.1	$310k		2.7k	112.75	View chart
Truist Financial Corp equities (TFC)	0.1	$272k		5.9k	45.72	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$265k		1.9k	142.41	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$261k	-19%	4.4k	58.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$250k		685.00	365.48	View chart
Netflix (NFLX)	0.1	$248k		207.00	1198.92	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$242k		1.2k	203.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$227k	NEW	931.00	243.55	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$213k	NEW	1.2k	176.81	View chart
Iren Ordinary Shares (IREN)	0.1	$201k	NEW	4.3k	46.93	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 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

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