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Timonier Family Office, LTD.
Timonier Family Office, LTD. is a multidisciplinary, fee-only family office based in Winston Salem, North Carolina. Founded to serve high-net-worth individuals, families, and especially members of the medical community, Timonier provides comprehensive financial, estate, tax, investment, and philanthropic planning services through a centralized and collaborative team. As of early 2025, the firm manages approximately $389 million in client assets and employs around eight professionals who emphasize holistic wealth solutions beyond just financial returns.
Investment Strategy
Timonier advocates for evidence-based, goal-oriented investing, emphasizing global diversification and robust risk management. The firm takes a comprehensive approach to wealth, combining financial, tax, and estate planning to address all aspects of a client's life and long-term legacy. Investment portfolios are designed to capture global market returns, and plans are quantified to create tangible objectives tailored to each client's unique goals. Timonier’s multidisciplinary team collaborates to ensure optimal, client-centered outcomes, stressing personalized service, education, and low fees. Succession, philanthropic, and multi-generational plans are integrated to preserve and transfer wealth efficiently.
Latest 13F Filing Activity
Timonier Family Office, LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 53 equity positions with a total 13F market value of $267M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Lowes Cos Inc. among other positions. Timonier Family Office, LTD. reduced exposure to Dimensional Etf Trust, Vanguard BD Index FDS, Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DUHP | DIMENSIONAL ETF TRUST | 12.09% | $32.3M | 909,134 | $33.88 | $35.56 | +$5.6M |
D DFUV | DIMENSIONAL ETF TRUST | 11.91% | $31.8M | 753,224 | $41.00 | $42.28 | +$2.0M |
D DFAU | DIMENSIONAL ETF TRUST | 10.36% | $27.7M | 653,679 | $40.27 | $42.36 | +$5.7M |
D DFUS | DIMENSIONAL ETF TRUST | 9.74% | $26.1M | 388,711 | $63.54 | $67.02 | +$2.7M |
D DFAS | DIMENSIONAL ETF TRUST | 6.54% | $17.5M | 274,361 | $64.36 | $63.71 | +$2.2M |
Industry Allocation
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