Loading…
CIK 0002110045 • 3 13F filings • Feb 12, 2026 – Aug 7, 2026
Import this data to Google Sheets with:
=jivedata("timmons-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $45K | 0.0%Prev: 0.0% | 199 SH | Increased+24 SH |
| ALPHABET INC | CAP STK CL A | $107K | 0.1%Prev: 0.1% | 341 SH | Decreased |
| ANALOG DEVICES INC | COM | $40K | 0.0%Prev: 0.0% | 146 SH | Decreased |
| APPLE INC | COM | $69K | 0.1%Prev: 0.1% | 252 SH | Decreased |
| BANK AMERICA CORP | COM | $82K | 0.1% | 1,489 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $3.2M | 3.2% | 72,520 SH | New |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $5.3M | 5.2%Prev: 0.2% | 199,343 SH | Increased+186,542 SH |
| COSTCO WHSL CORP NEW | COM | $85K | 0.1% | 99 SH | New |
| DEERE & CO | COM | $29K | 0.0%Prev: 0.0% | 62 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $38K | 0.0%Prev: 0.0% | 898 SH | Decreased-69 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $12K | 0.0%Prev: 0.0% | 235 SH | Decreased+3 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $30K | 0.0%Prev: 0.0% | 785 SH | Decreased-25 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $57K | 0.1% | 1,487 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $130K | 0.1%Prev: 0.1% | 3,002 SH | Increased+909 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $50K | 0.0%Prev: 0.0% | 834 SH | Decreased |
| ENTERPRISE PRODS PARTNERS L | COM | $15K | 0.0%Prev: 0.0% | 464 SH | Decreased |
| EXXON MOBIL CORP | COM | $108K | 0.1% | 895 SH | New |
| GE AEROSPACE | COM NEW | $61K | 0.1%Prev: 0.1% | 197 SH | Decreased+6 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $3K | 0.0% | 42 SH | New |
| GE VERNOVA INC | COM | $11K | 0.0%Prev: 0.0% | 17 SH | Increased+9 SH |
| GENERAL MLS INC | COM | $80K | 0.1% | 1,725 SH | New |
| ISHARES INC | CORE MSCI EMKT | $3.7M | 3.6%Prev: 3.0% | 54,337 SH | Decreased+4,640 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $171K | 0.2% | 1,700 SH | New |
| ISHARES TR | CORE DIV GRWTH | $7K | 0.0% | 106 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $11K | 0.0%Prev: 0.0% | 135 SH | Decreased-2 SH |
| ISHARES TR | CORE S&P MCP ETF | $37K | 0.0%Prev: 0.0% | 563 SH | Decreased+12 SH |
| ISHARES TR | CORE S&P TTL STK | $48K | 0.0%Prev: 0.0% | 320 SH | Decreased-1 SH |
| ISHARES TR | CORE S&P500 ETF | $649K | 0.6%Prev: 0.5% | 948 SH | Decreased+19 SH |
| ISHARES TR | EAFE GRWTH ETF | $3.0M | 3.0%Prev: 2.6% | 26,332 SH | Decreased-1,848 SH |
| ISHARES TR | EGSADVNCDMSCI EM | $25K | 0.0%Prev: 0.0% | 539 SH | Decreased+75 SH |
| ISHARES TR | ESG SELECT SCRE | $262K | 0.3%Prev: 0.2% | 4,963 SH | Decreased+32 SH |
| ISHARES TR | MSCI EAFE ETF | $132K | 0.1%Prev: 0.1% | 1,373 SH | Decreased-22 SH |
| ISHARES TR | MSCI USA MIN VOL | $34 | 0.0% | 0 SH | New |
| ISHARES TR | RUS 1000 ETF | $44K | 0.0%Prev: 0.0% | 118 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $100K | 0.1%Prev: 0.1% | 210 SH | Decreased-631 SH |
| ISHARES TR | S&P 500 GRWT ETF | $20K | 0.0%Prev: 0.0% | 160 SH | Decreased-1 SH |
| ISHARES TR | S&P 500 VAL ETF | $14K | 0.0%Prev: 0.0% | 65 SH | Decreased |
| ISHARES TR | U S EQUITY FACTR | $56K | 0.1% | 810 SH | New |
| ISHARES U S ETF TR | SHORT DURATION B | $8.8M | 8.7% | 172,443 SH | New |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.6M | 1.6%Prev: 0.3% | 32,330 SH | Increased+24,418 SH |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $115K | 0.1%Prev: 0.1% | 1,755 SH | Increased+418 SH |
| JOHNSON & JOHNSON | COM | $135K | 0.1%Prev: 0.1% | 653 SH | Decreased+76 SH |
| JPMORGAN CHASE & CO. | COM | $27K | 0.0% | 83 SH | New |
| MICROSOFT CORP | COM | $36K | 0.0%Prev: 0.0% | 75 SH | Increased |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | $45K | 0.0% | 637 SH | New |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $17K | 0.0%Prev: 0.0% | 378 SH | Decreased-144 SH |
| PIMCO ETF TR | MULTISECTOR BD | $223K | 0.2%Prev: 0.5% | 8,353 SH | Decreased-17,964 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $280K | 0.3% | 7,777 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $4.9M | 4.8%Prev: 3.7% | 107,380 SH | Decreased+10,889 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $11.2M | 11.0%Prev: 9.4% | 411,874 SH | Decreased-390 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $47K | 0.0%Prev: 0.0% | 1,963 SH | Decreased+166 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $600K | 0.6%Prev: 0.4% | 21,861 SH | Increased+6,295 SH |
| SPDR GOLD TR | GOLD SHS | $26K | 0.0% | 66 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $30.0M | 29.5% | 43,987 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $51K | 0.1% | 84 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $6.2M | 6.1% | 83,950 SH | New |
| THOMSON REUTERS CORP | COM | $42K | 0.0% | 321 SH | New |
| TRAVELERS COMPANIES INC | COM | $93K | 0.1% | 320 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $32K | 0.0% | 405 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $883K | 0.9%Prev: 0.6% | 1,811 SH | Increased-8,198 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $96K | 0.1%Prev: 0.1% | 305 SH | Decreased+5 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $31K | 0.0%Prev: 0.0% | 107 SH | Decreased-324 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $299K | 0.3%Prev: 0.4% | 476 SH | Decreased-323 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.6M | 3.6%Prev: 3.2% | 14,082 SH | Decreased-344 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.0M | 2.9%Prev: 0.9% | 8,937 SH | Increased+5,712 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $21K | 0.0%Prev: 0.0% | 292 SH | Increased+68 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3K | 0.0%Prev: 0.0% | 57 SH | Decreased-975 SH |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $259K | 0.3%Prev: 2.1% | 3,391 SH | Decreased-34,245 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $36K | 0.0%Prev: 0.0% | 473 SH | Decreased-75 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $11.0M | 10.9%Prev: 9.3% | 176,762 SH | Decreased-1,211 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $7K | 0.0%Prev: 0.0% | 76 SH | Decreased |
| VISA INC | COM CL A | $34K | 0.0% | 98 SH | New |
| 13F-HR |
| 0002110045-26-000002 |
| $49.6M |
| View |