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 85.69% of Tumwater Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: DUSB, BIV, VTI, STX, VDE, DFLV, VOO, CAT, NVDA, META.
  • Started 2 new stock positions in VDE, STX.
  • Reduced shares in these 10 stocks: DFAX, RTX, GOOGL, MU, DFAT, CVX, DFUV, VB, MSFT, AAPL.
  • Sold out of its positions in GOOGL, MU, RTX.
  • Tumwater Wealth Management was a net seller of stock by $-1.0M.
  • Tumwater Wealth Management has $249M in assets under management (AUM), dropping by 1.33%.
  • Central Index Key (CIK): 0002034579

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Portfolio Holdings for Tumwater Wealth Management

Tumwater Wealth Management holds 34 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust World Ex Us Core (DFAX) 29.3 $73M -3% 2.1M 33.97
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Vanguard Index Fds Total Stk Mkt (VTI) 21.2 $53M 165k 320.81
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 15.8 $39M 629k 62.45
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Dimensional Etf Trust Us Large Cap Val (DFLV) 12.9 $32M 895k 35.71
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Vanguard Bd Index Fds Intermed Term (BIV) 6.5 $16M +6% 209k 77.18
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 3.8 $9.4M +18% 184k 50.71
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Vanguard Index Fds Large Cap Etf (VV) 1.9 $4.7M 16k 298.85
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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.6 $3.9M -3% 81k 48.46
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Chevron Corporation (CVX) 1.2 $2.9M -4% 14k 206.90
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.7M +2% 4.6k 597.55
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Apple (AAPL) 0.4 $1.1M 4.3k 253.81
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Caterpillar (CAT) 0.4 $1.0M +3% 1.4k 708.52
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Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $976k 21k 46.36
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $958k 20k 48.93
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Microsoft Corporation (MSFT) 0.4 $884k 2.4k 370.17
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Ida (IDA) 0.3 $712k 5.0k 142.97
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $660k 8.4k 78.41
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $583k 15k 38.26
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Costco Wholesale Corporation (COST) 0.2 $503k -2% 505.00 996.46
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $447k -13% 1.7k 261.92
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Exxon Mobil Corporation (XOM) 0.2 $428k 2.5k 169.68
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Wal-Mart Stores (WMT) 0.2 $403k 3.2k 124.28
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Keysight Technologies (KEYS) 0.2 $393k 1.4k 282.37
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JPMorgan Chase & Co. (JPM) 0.2 $390k 1.3k 294.16
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Oracle Corporation (ORCL) 0.1 $303k 2.1k 147.11
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Freeport Mcmoran CL B (FCX) 0.1 $299k 5.1k 58.78
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $295k 8.3k 35.53
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Meta Platforms Cl A (META) 0.1 $289k 506.00 571.73
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $235k NEW 600.00 391.76
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NVIDIA Corporation (NVDA) 0.1 $220k 1.3k 174.40
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Vanguard Index Fds Value Etf (VTV) 0.1 $217k 1.1k 196.20
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Amazon (AMZN) 0.1 $212k 1.0k 208.28
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Charles Schwab Corporation (SCHW) 0.1 $209k 2.2k 93.98
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Vanguard World Energy Etf (VDE) 0.1 $209k NEW 1.2k 173.04
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Past Filings by Tumwater Wealth Management

SEC 13F filings are viewable for Tumwater Wealth Management going back to 2024