Timmons Wealth Management, LLC
All 13F Filings
- Location
- Attleboro, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 136,703
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 74 | 136,703 | 13F-HR | Timmons Wealth Management, LLC |
| Q1 2026 | 5/11/2026 | 73 | 105,517 | 13F-HR | Timmons Wealth Management, LLC |
| Q4 2025 | 2/12/2026 | 74 | 101,626 | 13F-HR | Timmons Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 839 | 0.6% | 0 | 23 | -23 |
| ETFs | 135.5 K | 99.1% | 37.63 K | 0 | 37.63 K |
| Debt | 335 | 0.2% | 0 | 6.419 K | -6.419 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
136,703
Holdings
74
QoQ value change ($000)
31,186
(29.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.