Timonier Family Office, LTD. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Timonier Family Office, LTD. held in its portfolio 55 assets valued at $315,097,815 (i.e. $315.10M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($39.99M), DIMENSIONAL ETF TRUST ($36.37M), and DIMENSIONAL ETF TRUST ($35.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 55 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Timonier Family Office, LTD. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1051465 | 39987227 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 777232 | 36374439 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 765891 | 35682848 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 383354 | 28433366 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 296472 | 20655236 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 414203 | 14273431 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 431045 | 14177058 | US SMALL CAP VAL |
| SPDR SERIES TRUST | 475740 | 13662862 | STATE STREET SPD |
| ISHARES TR | 110467 | 11033465 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 330672 | 10892328 | INTL SMALL CAP E |
| DIMENSIONAL ETF TRUST | 305037 | 10090624 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 317032 | 10038814 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 406986 | 9320470 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 128151 | 7630139 | US TARGETED VLU |
| LOWES COS INC | 25127 | 6059627 | COM |
| DIMENSIONAL ETF TRUST | 119333 | 5954718 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 150467 | 5076769 | EMERGING MKTS VA |
| AMERICAN CENTY ETF TR | 78632 | 4907414 | AVANTIS EMERGING |
| DIMENSIONAL ETF TRUST | 93280 | 3554894 | INTL CORE EQT MK |
| VANGUARD MUN BD FDS | 62174 | 3126743 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 68893 | 2243847 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 44346 | 2136167 | NATL MUN BD ETF |
| VANGUARD MUN BD FDS | 18441 | 1859437 | INTERMEDIATE TRM |
| ISHARES TR | 4468 | 1728446 | RUSSELL 3000 ETF |
| DIMENSIONAL ETF TRUST | 51428 | 1358735 | GLOBAL REAL EST |
| APPLE INC | 4859 | 1321022 | COM |
| ISHARES TR | 9807 | 1046407 | SHRT NAT MUN ETF |
| PROSHARES TR | 7868 | 910800 | ULTRPRO S&P500 |
| MICROSOFT CORP | 1834 | 886959 | COM |
| DIMENSIONAL ETF TRUST | 16542 | 793166 | SHORT DURATION F |
| VANGUARD WORLD FD | 920 | 693478 | INF TECH ETF |
| ISHARES TR | 5536 | 682367 | S&P 500 GRWT ETF |
| BERKSHIRE HATHAWAY INC DEL | 1150 | 578048 | CL B NEW |
| DIMENSIONAL ETF TRUST | 14688 | 558144 | INTL SMALL CAP V |
| VANGUARD BD INDEX FDS | 6887 | 510114 | TOTAL BND MRKT |
| ETFS GOLD TR | 12084 | 496411 | PHYSCL GOLD SHS |
| SPDR S&P 500 ETF TR | 715 | 489294 | TR UNIT |
| AMAZON COM INC | 1935 | 446637 | COM |
| VISA INC | 1231 | 431724 | COM CL A |
| ISHARES TR | 4289 | 411873 | MSCI EAFE ETF |
| DUKE ENERGY CORP NEW | 3240 | 379731 | COM NEW |
| DIMENSIONAL ETF TRUST | 9253 | 366334 | US CORE EQUITY 2 |
| ISHARES TR | 1733 | 344208 | MSCI USA QLT FCT |
| DIMENSIONAL ETF TRUST | 7935 | 337714 | CORE FIXED INCOM |
| ISHARES TR | 1573 | 333586 | S&P 500 VAL ETF |
| EXXON MOBIL CORP | 2749 | 330815 | COM |
| VANGUARD SCOTTSDALE FDS | 3261 | 324535 | VNG RUS2000IDX |
| VANGUARD SCOTTSDALE FDS | 3794 | 317748 | INT-TERM CORP |
| TRUIST FINL CORP | 5941 | 292357 | COM |
| ALPHABET INC | 931 | 292148 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 5243 | 283489 | GLOBAL CORE PLUS |
| ISHARES TR | 685 | 255806 | RUS 1000 ETF |
| ISHARES TR | 1862 | 254982 | RUS MD CP GR ETF |
| ISHARES TR | 1189 | 250094 | RUS 1000 VAL ETF |
| ISHARES TR | 1207 | 218720 | RUS 2000 VAL ETF |
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