Timonier Family Office, LTD. has filed its Form 13F-HR, disclosing the firm’s equity portfolio as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Janice French, lists a total of 54 securities held by the Winston-Salem, North Carolina-based firm.
The portfolio is dominated by exchange-traded funds (ETFs), with Dimensional ETF Trust funds comprising the majority of the holdings. The largest holding is the Dimensional ETF Trust US Marketwide Value ETF, with 761,720 shares. Other significant positions include the Dimensional ETF Trust US Core Equity 2 ETF (63,689 shares) and the Dimensional ETF Trust US Small Cap ETF (300,195 shares).
Among individual stocks, the firm holds positions in major technology and consumer companies. The largest individual stock holding is Amazon.com Inc., with 1,925 shares. Other notable individual stock positions include Apple Inc. (4,862 shares), Microsoft Corporation (1,834 shares), and Berkshire Hathaway Inc. Class B (1,150 shares).
The filing also lists positions in various fixed income ETFs, including the iShares Core U.S. Aggregate Bond ETF (121,114 shares) and the SPDR Series Trust Short-Term Corporate ETF (402,048 shares).
