Timonier Family Office, Ltd. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $195 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $27B, Dimensional ETF Tr U S Equity with a value of $22.8B, Dimensional ETF Tr Dimensional with a value of $22B, Dimensional ETF Tr with a value of $17.2B, and Dimensional ETF Tr U S Small C with a value of $14.6B.

Examining the 13F form we can see an increase of $195B in the current position value.

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 $195 Billion
ETFs: $185 Billion
Technology: $2.32 Billion
Financial Services: $1.19 Billion
Consumer Cyclical: $1.12 Billion
Utilities: $363 Million
Energy: $296 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $195 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 49 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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