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Asset Manager ← All Institutions

Timmons Wealth Management, LLC

Q1 2026 · Filed 2026-02-12
Market Value
$0
Holdings
72
New Purchases
0
Added To
0
Closed
72
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 20 $0 0%
Large Cap 38 $0 0%
Mid Cap 9 $0 0%
Small Cap 4 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$344.5B
Median Market Cap
$72.9B
Avg P/E
31.2
Median P/E
27.8
Avg Dividend Yield
0.02%
Avg Beta
0.87
# Stocks
18
# ETFs / Funds
54

Top Holdings (72 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ADI —% -$40K -146 -100.0% SOLD
2 SGOV —% -$171K -1,700 -100.0% SOLD
3 GE —% -$61K -197 -100.0% SOLD
4 ABBV —% -$45K -199 -100.0% SOLD
5 GEV —% -$11K -17 -100.0% SOLD
6 DE —% -$29K -62 -100.0% SOLD
7 JPM —% -$27K -83 -100.0% SOLD
8 BAC —% -$82K -1,489 -100.0% SOLD
9 TRV —% -$93K -320 -100.0% SOLD
10 VTI —% -$3M -8,937 -100.0% SOLD
11 EPD —% -$15K -464 -100.0% SOLD
12 GIS —% -$80K -1,725 -100.0% SOLD
13 JNJ —% -$135K -653 -100.0% SOLD
14 COST —% -$85K -99 -100.0% SOLD
15 EFG —% -$3M -26,332 -100.0% SOLD
16 AAPL —% -$69K -252 -100.0% SOLD
17 GEHC —% -$3K -42 -100.0% SOLD
18 IXUS —% -$11K -135 -100.0% SOLD
19 XOM —% -$108K -895 -100.0% SOLD
20 DGRO —% -$7K -106 -100.0% SOLD
21 BSV —% -$32K -405 -100.0% SOLD
22 NEAR —% -$9M -172,443 -100.0% SOLD
23 JHMM —% -$115K -1,755 -100.0% SOLD
24 IVV —% -$649K -948 -100.0% SOLD
25 LRGF —% -$56K -810 -100.0% SOLD
26 SPTM —% -$40K -489 -100.0% SOLD
27 USMV —% -$34 SOLD
28 V —% -$34K -98 -100.0% SOLD
29 VEU —% -$21K -292 -100.0% SOLD
30 VB —% -$4M -14,082 -100.0% SOLD
31 VEA —% -$11M -176,762 -100.0% SOLD
32 CGCB —% -$5M -199,343 -100.0% SOLD
33 DFAT —% -$50K -834 -100.0% SOLD
34 EMXF —% -$25K -539 -100.0% SOLD
35 FNDX —% -$11M -411,874 -100.0% SOLD
36 JMUB —% -$2M -32,330 -100.0% SOLD
37 MSFT —% -$36K -75 -100.0% SOLD
38 SCHD —% -$600K -21,861 -100.0% SOLD
39 SPY —% -$30M -43,987 -100.0% SOLD
40 SPSM —% -$718K -15,314 -100.0% SOLD
41 VV —% -$96K -305 -100.0% SOLD
42 VUG —% -$883K -1,811 -100.0% SOLD
43 XVV —% -$262K -4,963 -100.0% SOLD
44 DFIV —% -$12K -235 -100.0% SOLD
45 EFA —% -$132K -1,373 -100.0% SOLD
46 SCHF —% -$47K -1,963 -100.0% SOLD
47 GLD —% -$26K -66 -100.0% SOLD
48 FNDE —% -$280K -7,777 -100.0% SOLD
49 FNDF —% -$5M -107,380 -100.0% SOLD
50 IVE —% -$14K -65 -100.0% SOLD
51 IEMG —% -$4M -54,337 -100.0% SOLD
52 IWB —% -$44K -118 -100.0% SOLD
53 ITOT —% -$48K -320 -100.0% SOLD
54 IVW —% -$20K -160 -100.0% SOLD
55 IJH —% -$37K -563 -100.0% SOLD
56 VO —% -$31K -107 -100.0% SOLD
57 VIGI —% -$7K -76 -100.0% SOLD
58 VWO —% -$3K -57 -100.0% SOLD
59 DFSI —% -$38K -898 -100.0% SOLD
60 CGGR —% -$3M -72,520 -100.0% SOLD
61 DUHP —% -$57K -1,487 -100.0% SOLD
62 IWF —% -$100K -210 -100.0% SOLD
63 MDY —% -$51K -84 -100.0% SOLD
64 GOOGL —% -$107K -341 -100.0% SOLD
65 VOO —% -$299K -476 -100.0% SOLD
66 VXUS —% -$36K -473 -100.0% SOLD
67 DFSU —% -$130K -3,002 -100.0% SOLD
68 PYLD —% -$223K -8,353 -100.0% SOLD
69 CVIE —% -$45K -637 -100.0% SOLD
70 NUSC —% -$17K -378 -100.0% SOLD
71 DISV —% -$30K -785 -100.0% SOLD
72 SPLG —% -$5M -68,147 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
XOM —%
SGOV —%
GE —%
ABBV —%
GEV —%
DE —%
JPM —%
BAC —%
TRV —%
V —%
EPD —%
GIS —%
JNJ —%
COST —%
EFG —%
View SEC EDGAR Filings for Timmons Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms