DOSSIER · 13F-HR · Q2 2026

TMB Capital Partners, LLC

$321M in tracked AUM across 177 positions as of Q2 2026.

TC
CIK 0002111931 · last filed Jun 30, 2026
Total AUM
$321M
as of Q2 2026
Holdings
177
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

TMB Capital Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$23M38K7.6%
02
WMT
WALMART INC
$17M140K5.8%
03
VEA
VANGUARD TAX-MANAGED FDS
$15M237K5.1%
04
TPL
TEXAS PACIFIC LAND CORPORATI
$11M23K3.6%
05
VWO
VANGUARD INTL EQUITY INDEX F
$9M163K3.0%
06
IJR
ISHARES TR
$9M70K2.9%
07
NXRT
NEXPOINT RESIDENTIAL TR INC
$9M345K2.9%
08
AAPL
APPLE INC
$8M31K2.7%
09
VTV
VANGUARD INDEX FDS
$8M39K2.6%
10
JPM
JPMORGAN CHASE & CO
$6M21K2.1%

Filing history

2026Q2Jun 30
$321M 7.8%
177 positionsView →
2026Q1Mar 31
$297M 1.7%
176 positionsView →
2025Q4Dec 31
$292M
169 positionsView →