Timonier Family Office, Ltd. Portfolio Holdings

Timonier Family Office, Ltd.

  • $305 Billion
  • Q3 2025

Timonier Family Office, Ltd. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $305 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $37.9B, Dimensional ETF Tr Us Marketwi with a value of $35.3B, Dimensional ETF Tr with a value of $33.4B, Dimensional ETF Tr U S Equity with a value of $29.1B, and Dimensional ETF Tr U S Small C with a value of $20B.

Examining the 13F form we can see an increase of $37.8B in the current position value, from $267B to 305B.

Timonier Family Office, Ltd. is based out at Winston Salem, NC

Below you can find more details about Timonier Family Office, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $305 Billion
ETFs: $285 Billion
Consumer Cyclical: $6.87 Billion
Technology: $2.5 Billion
Financial Services: $1.47 Billion
Communication Services: $475 Million
Utilities: $401 Million
Energy: $310 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.9 Billion 12.42% of portfolio
1,003,406
Q3 2025 Added 10.37%
$0
$35.3 Billion 11.55% of portfolio
788,770
Q3 2025 Added 4.72%
$0
$33.4 Billion 10.94% of portfolio
729,649
Q3 2025 Added 11.62%
$0
$29.1 Billion 9.54% of portfolio
402,075
Q3 2025 Added 3.44%
$0
$20 Billion 6.54% of portfolio
291,675
Q3 2025 Added 6.31%
$0
$13 Billion 4.26% of portfolio
396,602
Q3 2025 Added 10.46%
$0
$12.8 Billion 4.2% of portfolio
402,346
Q3 2025 Added 11.78%
$0
$10.5 Billion 3.43% of portfolio
345,532
Q3 2025 Added 12.44%
$0
$10.4 Billion 3.41% of portfolio
103,748
Q3 2025 Added 10.06%
$0
$10.1 Billion 3.32% of portfolio
320,037
Q3 2025 Added 9.5%
$0
$9.34 Billion 3.06% of portfolio
291,322
Q3 2025 Added 11.4%
$0
$9.17 Billion 3.0% of portfolio
384,378
Q3 2025 Added 12.43%
$0
$9 Billion 2.95% of portfolio
295,949
Q3 2025 Added 11.6%
$0
$8.29 Billion 2.72% of portfolio
142,393
Q3 2025 Reduced 1.36%
$140B
$6.44 Billion 2.11% of portfolio
25,627
Q3 2025 Reduced 2.1%
$0
$6.19 Billion 2.03% of portfolio
134,110
Q3 2025 Reduced 3.33%
American Centy ETF Tr
-
$4.72 Billion 1.55% of portfolio
-
Q3 2025 Added 14.1%
$0
$3.94 Billion 1.29% of portfolio
108,510
Q3 2025 Reduced 1.6%
$0
$3.44 Billion 1.13% of portfolio
68,673
Q3 2025 Reduced 1.92%
$0
$2.46 Billion 0.81% of portfolio
78,003
Q3 2025 Reduced 1.49%
$0
$2.34 Billion 0.77% of portfolio
97,783
Q3 2025 Added 10.64%
$0
$2.22 Billion 0.73% of portfolio
46,309
Q3 2025 Reduced 2.45%
Vanguard Mun Bd Fds
-
$1.89 Billion 0.62% of portfolio
-
Q3 2025 Added 19.94%
$0
$1.69 Billion 0.55% of portfolio
4,468
Q2 2025 New
Dimensional ETF Trust
-
$1.54 Billion 0.51% of portfolio
-
Q3 2025 Added 0.69%
$0
$1.3 Billion 0.43% of portfolio
12,215
Q3 2025 Added 34.22%
$3.78T
$1.26 Billion 0.41% of portfolio
2,434
Q4 2024 New
$4.3T
$1.24 Billion 0.41% of portfolio
4,858
Q3 2025 Added 0.02%
$0
$910 Million 0.3% of portfolio
8,163
Q3 2025 Reduced 1.1%
$0
$687 Million 0.23% of portfolio
920
Q4 2024 New
$0
$668 Million 0.22% of portfolio
5,536
Q4 2024 New
$662B
$578 Million 0.19% of portfolio
1,150
Q4 2024 New
$0
$582 Million 0.19% of portfolio
7,825
Q3 2025 Reduced 1.51%
$0
$559 Million 0.18% of portfolio
15,661
Q3 2025 Added 2.87%
$0
$528 Million 0.17% of portfolio
13,690
Q3 2025 Added 0.67%
$0
$477 Million 0.16% of portfolio
715
Q3 2025 Added 0.14%
$5.65B
$445 Million 0.15% of portfolio
12,084
Q3 2025 New
$2.39T
$425 Million 0.14% of portfolio
1,935
Q4 2024 New
$533B
$420 Million 0.14% of portfolio
1,231
Q4 2024 New
$0
$398 Million 0.13% of portfolio
4,266
Q2 2025 Added 0.02%
$96.4B
$401 Million 0.13% of portfolio
3,238
Q3 2025 Added 0.03%
$0
$351 Million 0.11% of portfolio
8,204
Q3 2025 Reduced 7.04%
$0
$337 Million 0.11% of portfolio
1,733
Q2 2025 New
$0
$325 Million 0.11% of portfolio
1,573
Q4 2024 New
$0
$343 Million 0.11% of portfolio
4,075
Q3 2025 Added 0.25%
$490B
$310 Million 0.1% of portfolio
2,749
Q4 2024 New
Dimensional ETF Trust
-
$317 Million 0.1% of portfolio
-
Q3 2025 Reduced 4.89%
$0
$319 Million 0.1% of portfolio
3,261
Q2 2025 New
$0
$261 Million 0.09% of portfolio
4,435
Q3 2025 Reduced 19.42%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $305 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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