13F Filings History of Timmons Wealth Management, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$101,626,426
Signature - Title
David A Rozenson - Attorney-in-Fact
Location
Attleboro, MA
Summary
This page shows a list of all the recent 13F filings made by Timmons Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Timmons Wealth Management, LLC reported 73 stock holdings with total value $101,626,426 as of Q4 2025. Top holdings included SPY, FNDX, VEA, NEAR, and SPYM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 73 $101,626,426 $0 $0 $0 SPY, FNDX, VEA, NEAR, SPYM 13F-HR 12 Feb 2026, 16:53