Timonier Family Office, Ltd. Portfolio Holdings

Timonier Family Office, Ltd.

  • $267 Billion
  • Q2 2025

Timonier Family Office, Ltd. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $267 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $32.3B, Dimensional ETF Tr Us Marketwi with a value of $31.8B, Dimensional ETF Tr with a value of $27.7B, Dimensional ETF Tr U S Equity with a value of $26.1B, and Dimensional ETF Tr U S Small C with a value of $17.5B.

Examining the 13F form we can see an increase of $41.3B in the current position value, from $226B to 267B.

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 $267 Billion
ETFs: $249 Billion
Consumer Cyclical: $6.23 Billion
Technology: $2.21 Billion
Financial Services: $1.25 Billion
Utilities: $382 Million
Energy: $296 Million
Communication Services: $277 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.3 Billion 12.09% of portfolio
909,134
Q2 2025 Added 12.88%
$0
$31.8 Billion 11.91% of portfolio
753,224
Q2 2025 Added 4.01%
$0
$27.7 Billion 10.36% of portfolio
653,679
Q2 2025 Added 14.41%
$0
$26.1 Billion 9.74% of portfolio
388,711
Q2 2025 Added 0.72%
$0
$17.5 Billion 6.54% of portfolio
274,361
Q2 2025 Added 7.16%
$0
$11.2 Billion 4.17% of portfolio
359,040
Q2 2025 Added 12.12%
$0
$10.6 Billion 3.96% of portfolio
359,940
Q2 2025 Added 19.36%
$0
$9.35 Billion 3.5% of portfolio
94,264
Q2 2025 Added 15.63%
$0
$9.28 Billion 3.47% of portfolio
307,307
Q2 2025 Added 15.33%
$0
$8.72 Billion 3.26% of portfolio
292,262
Q2 2025 Added 11.0%
$0
$8.02 Billion 3.0% of portfolio
341,888
Q2 2025 Added 10.65%
$0
$7.82 Billion 2.92% of portfolio
265,197
Q2 2025 Added 12.41%
$0
$7.79 Billion 2.91% of portfolio
144,360
Q2 2025 Reduced 4.02%
$0
$7.76 Billion 2.9% of portfolio
261,513
Q2 2025 Added 14.42%
$0
$5.94 Billion 2.22% of portfolio
138,723
Q2 2025 Reduced 3.11%
$152B
$5.81 Billion 2.17% of portfolio
26,177
Q2 2025 Added 830.57%
American Centy ETF Tr
-
$3.89 Billion 1.45% of portfolio
-
Q2 2025 Added 15.7%
$0
$3.81 Billion 1.43% of portfolio
110,272
Q2 2025 Reduced 4.43%
$0
$3.43 Billion 1.28% of portfolio
70,014
Q2 2025 Reduced 1.23%
$0
$2.29 Billion 0.86% of portfolio
79,185
Q2 2025 Reduced 2.35%
$0
$2.25 Billion 0.84% of portfolio
47,474
Q2 2025 Reduced 22.71%
$0
$2.1 Billion 0.79% of portfolio
88,376
Q2 2025 Added 20.29%
$0
$1.57 Billion 0.59% of portfolio
4,468
Q2 2025 New
Vanguard Mun Bd Fds
-
$1.55 Billion 0.58% of portfolio
-
Q2 2025 Added 145.0%
Dimensional ETF Trust
-
$1.51 Billion 0.56% of portfolio
-
Q2 2025 Reduced 3.71%
$3.95T
$1.21 Billion 0.45% of portfolio
2,434
Q4 2024 New
$3.69T
$996 Million 0.37% of portfolio
4,857
Q2 2025 Added 0.04%
$0
$968 Million 0.36% of portfolio
9,101
Q2 2025 Added 60.57%
$0
$757 Million 0.28% of portfolio
8,254
Q2 2025 Reduced 0.48%
$0
$610 Million 0.23% of portfolio
920
Q4 2024 New
$0
$610 Million 0.23% of portfolio
5,536
Q4 2024 New
$0
$585 Million 0.22% of portfolio
7,945
Q2 2025 Reduced 47.87%
$621B
$559 Million 0.21% of portfolio
1,150
Q4 2024 New
$0
$501 Million 0.19% of portfolio
15,224
Q2 2025 Reduced 12.12%
$0
$487 Million 0.18% of portfolio
13,599
Q2 2025 Reduced 12.8%
$0
$442 Million 0.17% of portfolio
714
Q2 2025 Added 1.85%
$2.26T
$425 Million 0.16% of portfolio
1,935
Q4 2024 New
$551B
$437 Million 0.16% of portfolio
1,231
Q4 2024 New
$0
$373 Million 0.14% of portfolio
8,825
Q2 2025 Reduced 5.81%
$95.8B
$382 Million 0.14% of portfolio
3,237
Q2 2025 Added 0.06%
$0
$381 Million 0.14% of portfolio
4,266
Q2 2025 Added 0.02%
$0
$337 Million 0.13% of portfolio
4,065
Q2 2025 Reduced 53.54%
Dimensional ETF Trust
-
$326 Million 0.12% of portfolio
-
Q2 2025 Reduced 43.81%
$0
$324 Million 0.12% of portfolio
5,504
Q2 2025 Reduced 28.09%
$0
$317 Million 0.12% of portfolio
1,733
Q2 2025 New
$442B
$296 Million 0.11% of portfolio
2,749
Q4 2024 New
$0
$307 Million 0.11% of portfolio
1,573
Q4 2024 New
$0
$284 Million 0.11% of portfolio
3,261
Q2 2025 New
$545B
$277 Million 0.1% of portfolio
207
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $267 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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