Timmons Wealth Management, LLC ETF holdings
Attleboro, MA
Reported $135.9M in 59 ETFs in its Form 13F for June 30, 2026.
ETF value
$135.9M
ETFs held
59
Change from prior quarter
+29.8%
With price moves
ETFs as a share of its 13F
99.4%
of $136.7M
Top 10 of 59 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $32.2M | 43,168 | −901 shares |
| NEAR | iShares Short Duration Bond Active ETF | $14.1M | 278,069 | +69,990 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $12.8M | 412,264 | −11,457 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $12.7M | 177,973 | −2,100 shares |
| VCRB | Vanguard Core Bond ETF | $12.3M | 159,827 | New position |
| AVUS | Avantis US Equity ETF | $7.3M | 57,292 | New position |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $6.5M | 74,098 | +898 shares |
| FNDF | Schwab Fundamental International Equity ETF | $5.1M | 96,491 | −4,779 shares |
| VCRM | Vanguard Core Tax-ex Bond | $4.8M | 62,499 | New position |
| VB | Vanguard Morningstar Small-Cap ETF | $4.4M | 14,426 | +64 shares |
49 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002110045. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Timmons Wealth Management, LLC own?
Timmons Wealth Management, LLC reported 59 ETF positions worth $135.9M in its Form 13F for June 30, 2026. The largest was SPY, at $32.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.