13F Insight
DOSSIER · 13F-HR · Q4 2025

Timonier Family Office, LTD.

Timonier Family Office's pension fund based in Boston, MA — $315M in tracked AUM across 56 positions as of Q4 2025.

TF
Timonier Family Office·Boston, MA·Pension Fund
CIK 0002038170 · last filed Dec 31, 2025
Total AUM
$315M
▼ 2.2%
vs prior
Holdings
56
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q4 2025 · Q4 2025
SEC 13F Filing Analysis: Timonier Family Office, LTD.
1. Portfolio Overview

Timonier Family Office, LTD. manages a concentrated portfolio with a total value of approximately $268.89 million as of the report date September 30, 2025. The portfolio experienced modest growth of 0.6% (an increase of $1.5 million) from the previous quarter’s value of $267.39 million.

The portfolio consists of 39 holdings, displaying a highly structured approach with a heavy reliance on fund-based investments. ...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
DUHP
DIMENSIONAL ETF TRUST
$40M1.1M12.7%
02
DFAU
DIMENSIONAL ETF TRUST
$36M777K11.5%
03
DFUV
DIMENSIONAL ETF TRUST
$36M766K11.3%
04
DFUS
DIMENSIONAL ETF TRUST
$28M383K9.0%
05
DFAS
DIMENSIONAL ETF TRUST
$21M296K6.6%
06
DFIC
DIMENSIONAL ETF TRUST
$14M414K4.5%
07
DFSV
DIMENSIONAL ETF TRUST
$14M431K4.5%
08
SPSB
SPDR SERIES TRUST
$11M368K3.5%
09
AGG
ISHARES TR
$11M110K3.5%
10
DFIS
DIMENSIONAL ETF TRUST
$11M331K3.5%

Filing history

Filing history loading…