account_balance
Investment manager · 13F filer · SEC CIK 2110045
Timmons Wealth Management, LLC
Reported value$137Mas of Jun 30, 2026
Positions74 9 new, 7 sold out
Top 10 weight82.1%SPY alone is 24%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
23.6%Trimmed −2%
NEARiShares U S ETF Tr
10.3%Added +34%
FNDXSchwab Strategic Tr
9.4%Trimmed −3%
VEAVanguard Tax-Managed FDS
9.3%
VCRBVanguard Malvern FDS
9.0%New
AVUSAmerican Centy ETF Tr
5.4%New
SPYMSPDR Series Trust
4.8%
FNDFSchwab Strategic Tr
3.7%Trimmed −5%
VCRMVanguard Mun Bd FDS
3.5%New
VBVanguard Index FDS
3.2%
IEMGiShares Inc
3.0%
CGGRCapital Group Growth ETF
2.6%
SPYSPDR S&P 500 ETF Trust
23.6%Trimmed −2%
NEARiShares U S ETF Tr
10.3%
FNDXSchwab Strategic Tr
9.4%−3%
VEAVanguard Tax-Managed FDS
9.3%
VCRBVanguard Malvern FDS
9.0%New
AVUSAmerican Centy ETF Tr
5.4%
SPYMSPDR Series Trust
4.8%
FNDF3.7%
VCRM
VB3.2%
IEMG
CGGR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 23.6% Trimmed −2%
NEAR iShares U S ETF Tr 10.3% Added +34%
FNDX Schwab Strategic Tr 9.4% Trimmed −3%
VEA Vanguard Tax-Managed FDS 9.3% Held
VCRB Vanguard Malvern FDS 9.0% New
AVUS American Centy ETF Tr 5.4% New
SPYM SPDR Series Trust 4.8% Held
FNDF Schwab Strategic Tr 3.7% Trimmed −5%
VCRM Vanguard Mun Bd FDS 3.5% New
VB Vanguard Index FDS 3.2% Held
IEMG iShares Inc 3.0% Trimmed −10%
CGGR Capital Group Growth ETF 2.6% Held
What changed
Biggest moves since Mar 31, 2026
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