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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 52.01% of Timonier Family Office's stock portfolio.
Added to shares of these 10 stocks: SPSB, AGG, DUHP, VGT, DFAU, DFAS, SPHY, AVEE, VTEI, DFUV.
Started 2 new stock positions in UNP, VONG.
Reduced shares in these 10 stocks: DFCF, DFGR, DFNM, DFAT, IWV, VTEB, DFUS, DFAE, DFAC, DFEV.
Sold out of its position in DFCF.
Timonier Family Office was a net buyer of stock by $5.1M.
Timonier Family Office has $354M in assets under management (AUM), dropping by 12.37%.
Central Index Key (CIK): 0002038170

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Portfolio Holdings for Timonier Family Office

Timonier Family Office holds 57 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us High Prof Etf (DUHP)	12.6	$45M		1.1M	41.73	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	12.0	$42M		770k	55.01	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	11.5	$41M		790k	51.69	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	8.8	$31M		382k	81.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	7.0	$25M	+2%	303k	82.34	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	4.8	$17M		436k	38.79	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.4	$16M		416k	37.26	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.5	$12M		304k	40.64	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	3.4	$12M	+9%	404k	30.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$12M	+9%	121k	98.98	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	3.3	$12M		331k	35.03	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.1	$11M		318k	34.12	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	3.1	$11M		414k	26.16	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.5	$8.8M		126k	69.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.8	$6.4M		119k	54.02	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.8	$6.4M		149k	42.67	View chart
American Centy Etf Tr Ava Mar Sma Etf (AVEE)	1.6	$5.7M	+4%	82k	69.33	View chart
Lowe's Companies (LOW)	1.6	$5.5M		25k	220.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$3.9M		94k	41.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$3.0M	-4%	60k	50.58	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.8	$2.8M	+12%	121k	23.44	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$2.7M	-3%	67k	40.21	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.6	$2.1M	+12%	21k	100.97	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$2.0M	-8%	40k	48.33	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$1.7M	-8%	4.1k	426.40	View chart
Apple (AAPL)	0.4	$1.4M		4.9k	289.38	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.2M	-21%	40k	28.97	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$1.1M	+7%	11k	106.47	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.3	$1.1M		7.7k	141.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$880k	+700%	7.4k	119.52	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$801k		17k	47.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$761k		5.5k	137.53	View chart
Microsoft Corporation (MSFT)	0.2	$684k		1.8k	373.02	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$576k	-2%	14k	40.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$575k		1.2k	500.39	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$537k		717.00	748.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$470k	-7%	6.4k	73.41	View chart
Amazon (AMZN)	0.1	$461k		1.9k	238.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$448k		4.3k	103.88	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$426k	-7%	11k	38.23	View chart
Visa Com Cl A (V)	0.1	$422k		1.2k	343.09	View chart
Duke Energy Corp Com New (DUK)	0.1	$410k		3.2k	126.60	View chart
Exxon Mobil Corporation (XOM)	0.1	$376k		2.7k	136.72	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$370k	-6%	3.0k	121.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$357k		1.6k	227.06	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$341k	-17%	7.7k	44.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$329k		931.00	353.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$329k	-13%	1.5k	219.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$310k		3.8k	82.65	View chart
Truist Financial Corp equities (TFC)	0.1	$296k		5.9k	49.82	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$281k		685.00	409.50	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.1	$276k	-3%	5.1k	54.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$275k	-4%	1.1k	242.43	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$273k		1.9k	146.41	View chart
Union Pacific Corporation (UNP)	0.1	$213k	NEW	784.00	272.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$211k	-21%	952.00	221.20	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$202k	NEW	1.6k	127.78	View chart

Past Filings by Timonier Family Office

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

Timonier Family Office 2026 Q2 filed Aug. 3, 2026
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

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