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 86.12% of Tumwater Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: BIV, VTI, DFAT, DFLV, DUSB, DFAX, MU, CGBL, AAPL, VOO.
  • Started 2 new stock positions in MU, CGBL.
  • Reduced shares in these 5 stocks: , AMZN, , DFUV, VV.
  • Sold out of its positions in AMZN, META, VDE.
  • Tumwater Wealth Management was a net buyer of stock by $3.2M.
  • Tumwater Wealth Management has $277M in assets under management (AUM), dropping by 11.21%.
  • Central Index Key (CIK): 0002034579

Tip: Access up to 7 years of quarterly data

Positions held by Tumwater Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Tumwater Wealth Management

Tumwater Wealth Management holds 33 positions in its portfolio as reported in the June 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) 28.8 $80M 2.2M 36.84
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 22.2 $61M 166k 370.04
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 16.1 $45M 637k 69.90
 View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 13.0 $36M 907k 39.54
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 6.1 $17M +4% 219k 76.72
 View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 3.6 $9.8M +4% 193k 50.78
 View chart
Vanguard Index Fds Large Cap Etf (VV) 1.9 $5.4M 16k 343.91
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.6 $4.4M 80k 55.01
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $3.2M 4.6k 686.81
 View chart
Chevron Corporation (CVX) 0.9 $2.4M 14k 165.76
 View chart
Caterpillar (CAT) 0.5 $1.5M 1.4k 1064.71
 View chart
Apple (AAPL) 0.5 $1.4M +11% 4.8k 289.36
 View chart
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $1.0M 20k 52.76
 View chart
Schwab Strategic Tr Fundamental Intl (FNDC) 0.4 $1.0M 21k 48.56
 View chart
Microsoft Corporation (MSFT) 0.3 $891k 2.4k 373.02
 View chart
Ida (IDA) 0.3 $754k 5.0k 151.30
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $674k +2% 8.7k 77.91
 View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.2 $604k 15k 39.68
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $579k 600.00 965.00
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.2 $531k +2% 1.8k 303.12
 View chart
Keysight Technologies (KEYS) 0.2 $488k 1.4k 350.07
 View chart
Costco Wholesale Corporation (COST) 0.2 $472k 505.00 935.50
 View chart
JPMorgan Chase & Co. (JPM) 0.2 $434k 1.3k 327.33
 View chart
Wal-Mart Stores (WMT) 0.1 $367k 3.2k 113.26
 View chart
Exxon Mobil Corporation (XOM) 0.1 $346k 2.5k 136.71
 View chart
Freeport Mcmoran CL B (FCX) 0.1 $320k 5.1k 62.89
 View chart
Micron Technology (MU) 0.1 $314k NEW 272.00 1154.29
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $309k 8.3k 37.26
 View chart
Oracle Corporation (ORCL) 0.1 $302k 2.1k 146.55
 View chart
NVIDIA Corporation (NVDA) 0.1 $253k 1.3k 200.09
 View chart
Vanguard Index Fds Value Etf (VTV) 0.1 $241k 1.1k 217.93
 View chart
Charles Schwab Corporation (SCHW) 0.1 $206k 2.2k 92.27
 View chart
Capital Group Core Balanced SHS (CGBL) 0.1 $203k NEW 5.3k 37.96
 View chart

Past Filings by Tumwater Wealth Management

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