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Portfolio (Quarterly) Guide ↗

Timmons Wealth Management, LLC

· CIK 0002110045
13F Portfolio $137M AUM 75 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 74 New
Page 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 799.0 $549K 0.40% NEW $687.07 +2.9%
22 SCHD SCHWAB STRATEGIC TR 15,566.0 $494K 0.36% NEW $31.71 +10.1%
23 JMUB J P MORGAN EXCHANGE TRADED F 7,912.0 $401K 0.29% NEW $50.65 -2.1%
24 CGCB CAPITAL GRP FIXED INCM ETF T 12,801.0 $335K 0.24% NEW $26.18 -1.2%
25 XVV ISHARES TR 4,931.0 $280K 0.20% NEW $56.79 +4.0%
26 FNDE SCHWAB STRATEGIC TR 5,639.0 $224K 0.16% NEW $39.68 +5.8%
27 JNJ JOHNSON & JOHNSON Healthcare 577.0 $147K 0.11% NEW $253.97 +5.5%
28 EFA ISHARES TR 1,395.0 $145K 0.11% NEW $103.86 +3.7%
29 GOOGL ALPHABET INC Communication Services 341.0 $122K 0.09% NEW $356.93 -2.9%
30 IWF ISHARES TR 841.0 $104K 0.08% NEW $124.22 -1.2%
31 VV VANGUARD INDEX FDS 300.0 $103K 0.08% NEW $344.19 +3.0%
32 JHMM JOHN HANCOCK EXCHANGE TRADED 1,337.0 $100K 0.07% NEW $74.94 +0.2%
33 DFSU DIMENSIONAL ETF TRUST 2,093.0 $98K 0.07% NEW $46.63 +3.8%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 99.0 $92K 0.07% NEW $933.24 +1.3%
35 AAPL APPLE INC Technology 252.0 $73K 0.05% NEW $289.40 +10.5%
36 GE GE AEROSPACE Industrials 191.0 $71K 0.05% NEW $373.58 -8.3%
37 DUHP DIMENSIONAL ETF TRUST 1,487.0 $62K 0.04% NEW $41.72 +1.5%
38 VWO VANGUARD INTL EQUITY INDEX F 1,032.0 $62K 0.04% NEW $59.69 +1.8%
39 VTIP VANGUARD MALVERN FDS 1,176.0 $59K 0.04% NEW $50.23 -1.2%
40 DFAT DIMENSIONAL ETF TRUST 834.0 $58K 0.04% NEW $69.90 +1.8%
Page 2 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 97.8%
Healthcare 0.6%
Technology 0.5%
Communication Services 0.4%
Consumer Defensive 0.4%
Industrials 0.3%
Utilities 0.0%