Timmons Wealth Management, LLC
Timmons Wealth Management, LLC reported 75 holdings worth US$137M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Timmons Wealth Management, LLC reported 75 holdings worth US$137M as of Jun 30, 2026. Largest: Johnson & Johnson, Alphabet Inc (google) Class C and Costco Wholesale Corporation. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 75
- Value as reported
- US$137M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Johnson & Johnson | 577 | US$147K | 0.11% |
| Alphabet Inc (google) Class C | 341 | US$122K | 0.09% |
| Costco Wholesale Corporation | 99 | US$92,391 | 0.07% |
| Apple Inc | 252 | US$72,930 | 0.05% |
| Ge Aerospace | 191 | US$71,354 | 0.05% |
| Analog Devices, Inc. | 146 | US$58,023 | 0.04% |
| General Mills, Inc. | 1,615 | US$56,202 | 0.04% |
| Bank Of America Corporation | 918 | US$52,294 | 0.04% |
| Abbvie Inc. | 175 | US$44,094 | 0.03% |
| Deere & Company | 62 | US$39,296 | 0.03% |
| Microsoft Corp. | 75 | US$27,990 | 0.02% |
| Jp Morgan Chase & Co. | 67 | US$21,931 | 0.02% |
| Enterprise Products Partners L.p. | 464 | US$17,043 | 0.01% |
| Ge Vernova Inc. | 8 | US$9,399 | <0.01% |
| Space Exploration Technologies Corp | 11 | US$1,879 | <0.01% |
| Thomson Reuters Corporation | 0 | US$0 | 0.00% |
| Visa Inc. | 0 | US$0 | 0.00% |
| Soluna Holdings, Inc. | 0 | US$0 | 0.00% |