TMB Capital Partners, LLC — 13F holdings

TMB Capital Partners, LLC reported 181 holdings worth $329M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. VOO VANGUARD INDEX FDS — $27.8M (8.5%)
2. VEA VANGUARD TAX-MANAGED FDS — $17.6M (5.3%)
3. WMT WALMART INC — $14.3M (4.4%)
4. NXRT NEXPOINT RESIDENTIAL TR INC — $13.4M (4.1%)
5. VWO VANGUARD INTL EQUITY INDEX F — $10.5M (3.2%)
6. AAPL APPLE INC — $10.1M (3.1%)
7. IJR ISHARES TR — $9.48M (2.9%)
8. VTV VANGUARD INDEX FDS — $8.94M (2.7%)
9. JPM JPMORGAN CHASE & CO. — $6.76M (2.1%)
10. TPL TEXAS PACIFIC LAND CORPORATI — $6.69M (2.0%)