# EDGAR Filing Document

**Accession Number:** 0002110045
**File Stem:** 0002110045-26-000002
**Filing Date:** 2026-5
**Character Count:** 10965
**Document Hash:** e9df23cff3b1ab14d59496757f263faf
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002110045-26-000002.hdr.sgml**: 20260511

**ACCESSION NUMBER**: 0002110045-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260511

**DATE AS OF CHANGE**: 20260511

**EFFECTIVENESS DATE**: 20260511

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Timmons Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002110045

**ORGANIZATION NAME:**
- **EIN:** 461169086
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26286
- **FILM NUMBER:** 26961919

**BUSINESS ADDRESS:**
- **STREET 1:** 300 NORTH MAIN ST.
- **CITY:** ATTLEBORO
- **STATE:** MA
- **ZIP:** 02703
- **BUSINESS PHONE:** (774) 331-2172

**MAIL ADDRESS:**
- **STREET 1:** 300 NORTH MAIN ST.
- **CITY:** ATTLEBORO
- **STATE:** MA
- **ZIP:** 02703

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Timmons Wealth Management LLC<br>**Address:** 300 NORTH MAIN ST.<br>ATTLEBORO, MA 02703

**Form 13F File Number:** 028-26286

**CRD Number (if applicable):** 000165914

**SEC File Number (if applicable):** 801-129964

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** David A Rozenson<br>**Title:** Attorney-in-Fact<br>**Phone:** 6177331054

**Signature, Place, and Date of Signing:**

David A Rozenson  Newton, MA  05-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 73

**Form 13F Information Table Value Total:** $49637350

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 |  | 6718989 | 255864 | SH |  | SOLE |  | 0 | 0 | 255864 |
| ISHARES TR | CORE S ETF | 464287200 |  | 614492 | 941 | SH |  | SOLE |  | 0 | 0 | 941 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 |  | 10577715 | 208079 | SH |  | SOLE |  | 0 | 0 | 208079 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 11800627 | 423721 | SH |  | SOLE |  | 0 | 0 | 423721 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 11539052 | 180073 | SH |  | SOLE |  | 0 | 0 | 180073 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 3081 | 57 | SH |  | SOLE |  | 0 | 0 | 57 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 899687 | 8938 | SH |  | SOLE |  | 0 | 0 | 8938 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 3002770 | 26962 | SH |  | SOLE |  | 0 | 0 | 26962 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 1635078 | 32708 | SH |  | SOLE |  | 0 | 0 | 32708 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 274589 | 7177 | SH |  | SOLE |  | 0 | 0 | 7177 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 4955162 | 101270 | SH |  | SOLE |  | 0 | 0 | 101270 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 28659911 | 44069 | SH |  | SOLE |  | 0 | 0 | 44069 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 776131 | 1777 | SH |  | SOLE |  | 0 | 0 | 1777 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3761692 | 14362 | SH |  | SOLE |  | 0 | 0 | 14362 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2918476 | 9097 | SH |  | SOLE |  | 0 | 0 | 9097 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 3835264 | 54986 | SH |  | SOLE |  | 0 | 0 | 54986 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 5602723 | 73200 | SH |  | SOLE |  | 0 | 0 | 73200 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 268550 | 10250 | SH |  | SOLE |  | 0 | 0 | 10250 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 3047688 | 75832 | SH |  | SOLE |  | 0 | 0 | 75832 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 821278 | 16997 | SH |  | SOLE |  | 0 | 0 | 16997 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 30960 | 785 | SH |  | SOLE |  | 0 | 0 | 785 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 52083 | 834 | SH |  | SOLE |  | 0 | 0 | 834 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 41897 | 118 | SH |  | SOLE |  | 0 | 0 | 118 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 522783 | 17040 | SH |  | SOLE |  | 0 | 0 | 17040 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 38515 | 487 | SH |  | SOLE |  | 0 | 0 | 487 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 33 | 0 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 36527 | 474 | SH |  | SOLE |  | 0 | 0 | 474 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 38127 | 565 | SH |  | SOLE |  | 0 | 0 | 565 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 48577 | 1963 | SH |  | SOLE |  | 0 | 0 | 1963 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 |  | 53460 | 810 | SH |  | SOLE |  | 0 | 0 | 810 |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | 922907696 |  | 586136 | 7683 | SH |  | SOLE |  | 0 | 0 | 7683 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 6457 | 92 | SH |  | SOLE |  | 0 | 0 | 92 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 |  | 96497 | 1438 | SH |  | SOLE |  | 0 | 0 | 1438 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 21968 | 293 | SH |  | SOLE |  | 0 | 0 | 293 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 91269 | 305 | SH |  | SOLE |  | 0 | 0 | 305 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 30882 | 108 | SH |  | SOLE |  | 0 | 0 | 108 |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | 61774R106 |  | 46319 | 637 | SH |  | SOLE |  | 0 | 0 | 637 |
| ISHARES TR | ESG SELECT SCRE | 46436E569 |  | 248723 | 5053 | SH |  | SOLE |  | 0 | 0 | 5053 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 18146 | 160 | SH |  | SOLE |  | 0 | 0 | 160 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 13656 | 65 | SH |  | SOLE |  | 0 | 0 | 65 |
| GENERAL MILLS INC | COM | 370334104 |  | 60110 | 1615 | SH |  | SOLE |  | 0 | 0 | 1615 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 152775 | 625 | SH |  | SOLE |  | 0 | 0 | 625 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 11680 | 135 | SH |  | SOLE |  | 0 | 0 | 135 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 45641 | 320 | SH |  | SOLE |  | 0 | 0 | 320 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 54645 | 1487 | SH |  | SOLE |  | 0 | 0 | 1487 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 34814 | 444 | SH |  | SOLE |  | 0 | 0 | 444 |
| GE AEROSPACE | COM NEW | 369604301 |  | 55881 | 197 | SH |  | SOLE |  | 0 | 0 | 197 |
| GE VERNOVA INC | COM | 36828A101 |  | 12221 | 14 | SH |  | SOLE |  | 0 | 0 | 14 |
| BANK AMERICA CORP | COM | 060505104 |  | 72577 | 1489 | SH |  | SOLE |  | 0 | 0 | 1489 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 6723 | 76 | SH |  | SOLE |  | 0 | 0 | 76 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 38075 | 898 | SH |  | SOLE |  | 0 | 0 | 898 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 125283 | 3049 | SH |  | SOLE |  | 0 | 0 | 3049 |
| ISHARES TR | EGSADVNCDMSCI EM | 46436E742 |  | 25765 | 539 | SH |  | SOLE |  | 0 | 0 | 539 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 17019 | 378 | SH |  | SOLE |  | 0 | 0 | 378 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 12403 | 235 | SH |  | SOLE |  | 0 | 0 | 235 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 17543 | 464 | SH |  | SOLE |  | 0 | 0 | 464 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 89693 | 210 | SH |  | SOLE |  | 0 | 0 | 210 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 5412 | 9 | SH |  | SOLE |  | 0 | 0 | 9 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 312396 | 523 | SH |  | SOLE |  | 0 | 0 | 523 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 3707 | 46 | SH |  | SOLE |  | 0 | 0 | 46 |
| ABBVIE INC | COM | 00287Y109 |  | 38110 | 175 | SH |  | SOLE |  | 0 | 0 | 175 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 97937 | 341 | SH |  | SOLE |  | 0 | 0 | 341 |
| ANALOG DEVICES INC | COM | 032654105 |  | 46477 | 146 | SH |  | SOLE |  | 0 | 0 | 146 |
| APPLE INC | COM | 037833100 |  | 63965 | 252 | SH |  | SOLE |  | 0 | 0 | 252 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 98412 | 99 | SH |  | SOLE |  | 0 | 0 | 99 |
| DEERE  CO | COM | 244199105 |  | 34896 | 62 | SH |  | SOLE |  | 0 | 0 | 62 |
| THOMSON REUTERS CORP | COM | 884903808 |  | 28884 | 321 | SH |  | SOLE |  | 0 | 0 | 321 |
| VISA INC | COM CL A | 92826C839 |  | 29569 | 98 | SH |  | SOLE |  | 0 | 0 | 98 |
| MICROSOFT CORP | COM | 594918104 |  | 27776 | 75 | SH |  | SOLE |  | 0 | 0 | 75 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 133375 | 1373 | SH |  | SOLE |  | 0 | 0 | 1373 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 24415 | 83 | SH |  | SOLE |  | 0 | 0 | 83 |
| SOLUNA HOLDINGS INC | COM NEW | 583543301 |  | 138 | 195 | SH |  | SOLE |  | 0 | 0 | 195 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 2835 | 59 | SH |  | SOLE |  | 0 | 0 | 59 |

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