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 85.95% of Tumwater Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DUSB (+$7.9M), DFAX, DFAT, DFLV, BIV, FCX, AMZN, VTI, VOO, BSV.
- Started 3 new stock positions in FCX, AMZN, DUSB.
- Reduced shares in these 9 stocks: APP, KEYS, AAPL, MSFT, DFIC, NVDA, MU, VTV, DFUV.
- Sold out of its position in APP.
- Tumwater Wealth Management was a net buyer of stock by $14M.
- Tumwater Wealth Management has $245M in assets under management (AUM), dropping by 8.99%.
- Central Index Key (CIK): 0002034579
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Portfolio Holdings for Tumwater Wealth Management
Tumwater Wealth Management holds 35 positions in its portfolio as reported in the December 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) | 29.7 | $73M | +2% | 2.2M | 32.73 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 22.3 | $55M | 163k | 335.27 |
|
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 15.3 | $38M | +4% | 631k | 59.54 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 12.4 | $31M | +4% | 892k | 34.21 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 6.2 | $15M | +6% | 196k | 77.88 |
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 3.2 | $7.9M | NEW | 156k | 50.65 |
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| Vanguard Index Fds Large Cap Etf (VV) | 2.0 | $4.9M | 16k | 314.80 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.6 | $3.9M | 84k | 46.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $2.8M | +2% | 4.5k | 627.13 |
|
| Chevron Corporation (CVX) | 0.9 | $2.3M | 15k | 152.41 |
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| Apple (AAPL) | 0.5 | $1.2M | -6% | 4.4k | 271.84 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.2M | -5% | 2.4k | 483.62 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.4 | $938k | 21k | 44.55 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $885k | 20k | 45.21 |
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| Caterpillar (CAT) | 0.3 | $785k | 1.4k | 573.07 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $664k | +4% | 8.4k | 78.81 |
|
| Ida (IDA) | 0.3 | $631k | 5.0k | 126.56 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.2 | $549k | 15k | 36.06 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $518k | 2.8k | 183.41 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $506k | 2.0k | 257.95 |
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| Costco Wholesale Corporation (COST) | 0.2 | $447k | 518.00 | 862.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $429k | 1.4k | 313.00 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $428k | 1.3k | 322.22 |
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| Oracle Corporation (ORCL) | 0.2 | $405k | 2.1k | 194.91 |
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| Micron Technology (MU) | 0.1 | $363k | -3% | 1.3k | 285.41 |
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| Wal-Mart Stores (WMT) | 0.1 | $361k | 3.2k | 111.41 |
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| Meta Platforms Cl A (META) | 0.1 | $333k | 504.00 | 660.32 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $303k | 2.5k | 120.36 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $286k | -11% | 8.3k | 34.46 |
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| Keysight Technologies (KEYS) | 0.1 | $283k | -25% | 1.4k | 203.19 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $258k | NEW | 5.1k | 50.79 |
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| Amazon (AMZN) | 0.1 | $233k | NEW | 1.0k | 230.83 |
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| NVIDIA Corporation (NVDA) | 0.1 | $232k | -11% | 1.2k | 186.50 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $223k | 2.2k | 99.91 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $213k | -2% | 1.1k | 190.99 |
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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 Q4 filed Jan. 29, 2026
- 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