Timmons Wealth Management, LLC - Portfolio overview

Timmons Wealth Management, LLC has 73 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 27.16%
2. FNDX - SCHWAB STRATEGIC TR, 11.18%
3. VEA - VANGUARD TAX-MANAGED FDS, 10.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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