Tumwater Wealth Management
Latest statistics and disclosures from Tumwater Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAX, VTI, DFAT, DFLV, BIV, and represent 88.45% of Tumwater Wealth Management's stock portfolio.
- Added to shares of these 8 stocks: APP, MU, DFLV, VOO, BIV, META, CVX, CAT.
- Started 2 new stock positions in MU, APP.
- Reduced shares in these 10 stocks: DFAX, VTI, RTX, GOOGL, DFAT, VV, AMZN, , , .
- Sold out of its positions in AMZN, FCX, NAK, VDE, VIS, VAW.
- Tumwater Wealth Management was a net seller of stock by $-5.1M.
- Tumwater Wealth Management has $225M in assets under management (AUM), dropping by 4.60%.
- Central Index Key (CIK): 0002034579
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Portfolio Holdings for Tumwater Wealth Management
Tumwater Wealth Management holds 33 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 30.3 | $68M | -2% | 2.2M | 31.38 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 23.7 | $53M | -2% | 162k | 328.17 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 15.6 | $35M | 604k | 58.21 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 12.5 | $28M | 856k | 32.90 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 6.4 | $14M | 185k | 78.09 |
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| Vanguard Index Fds Large Cap Etf (VV) | 2.1 | $4.8M | -4% | 16k | 307.86 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.7 | $3.8M | 84k | 44.69 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $2.7M | +3% | 4.4k | 612.38 |
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| Chevron Corporation (CVX) | 1.0 | $2.3M | 15k | 155.29 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.3M | -7% | 2.6k | 517.95 |
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| Apple (AAPL) | 0.5 | $1.2M | 4.7k | 254.65 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.4 | $937k | 21k | 44.51 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $841k | 20k | 42.96 |
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| Ida (IDA) | 0.3 | $659k | 5.0k | 132.15 |
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| Caterpillar (CAT) | 0.3 | $653k | 1.4k | 477.03 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $634k | 8.0k | 78.91 |
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| Oracle Corporation (ORCL) | 0.3 | $584k | 2.1k | 281.24 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.2 | $551k | 15k | 36.16 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $490k | -27% | 1.9k | 254.28 |
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| Costco Wholesale Corporation (COST) | 0.2 | $480k | 518.00 | 925.65 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $471k | -44% | 2.8k | 167.35 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $419k | 1.3k | 315.43 |
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| Meta Platforms Cl A (META) | 0.2 | $370k | +2% | 504.00 | 734.12 |
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| Wal-Mart Stores (WMT) | 0.1 | $334k | 3.2k | 103.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $333k | -45% | 1.4k | 243.10 |
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| Keysight Technologies (KEYS) | 0.1 | $327k | -5% | 1.9k | 174.92 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $323k | NEW | 450.00 | 718.54 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $307k | 9.3k | 32.79 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $283k | 2.5k | 112.75 |
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| NVIDIA Corporation (NVDA) | 0.1 | $262k | 1.4k | 186.58 |
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| Micron Technology (MU) | 0.1 | $219k | NEW | 1.3k | 167.32 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $214k | 1.1k | 186.49 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $213k | 2.2k | 95.47 |
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Past Filings by Tumwater Wealth Management
SEC 13F filings are viewable for Tumwater Wealth Management going back to 2024
- Tumwater Wealth Management 2025 Q3 filed Nov. 12, 2025
- Tumwater Wealth Management 2025 Q2 filed Aug. 12, 2025
- Tumwater Wealth Management 2025 Q1 filed May 15, 2025
- Tumwater Wealth Management 2024 Q4 filed Feb. 10, 2025