Q1 2026 · 13F-HR
Timmons Wealth Management, LLCholdings as filed
Filed 2026-05-11 · accession 0002110045-26-000002
$0
Reported value
0
Positions
2026-03-31
Period end
The Brief · Timmons Wealth Management, LLC · Q1 2026
AI · grounded in 13F
Timmons Wealth Management, LLC closed its position in SPY, selling $29.99M. The fund also exited positions in FNDX and [[stock:VEA], reducing those holdings by $11.2M and $11.04M respectively. In total, the fund reduced 74 positions during the period.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.