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Home > Institutional Investor > Timmons Wealth Management, Llc > Profile

Instuitional Investor - Timmons Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Timmons Wealth Management, Llc
Portfolio Value $101,626,460
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 43,987 $29,995,613 29.52%
2.
Schwab Strategic Trust
 FNDF 411,874 $11,207,095 11.03%
3.
Vanguard Tax-Managed Fds
 176,762 $11,042,309 10.87%
4.
Ishares U S Etf Tr
 172,443 $8,811,827 8.67%
5.
Spdr Series Trust
 68,147 $5,466,769 5.38%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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