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Tumwater Wealth Management, LLC 13F holdings

Filed 2026-07-20 · Tumwater Wealth Management, LLC · 33 positions · $276.5M

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Ticker	Company	Shares	Value	% of portfolio
DFAX	DIMENSIONAL ETF TRUST	2.2M	$79.5M	28.8%
VTI	VANGUARD INDEX FDS	166.1K	$61.4M	22.2%
DFAT	DIMENSIONAL ETF TRUST	636.7K	$44.5M	16.1%
DFLV	DIMENSIONAL ETF TRUST	906.8K	$35.9M	13.0%
BIV	VANGUARD BD INDEX FDS	218.7K	$16.8M	6.1%
DUSB	DIMENSIONAL ETF TRUST	193.3K	$9.8M	3.6%
VV	VANGUARD INDEX FDS	15.7K	$5.4M	1.9%
DFUV	DIMENSIONAL ETF TRUST	80.2K	$4.4M	1.6%
VOO	VANGUARD INDEX FDS	4.6K	$3.2M	1.2%
CVX	CHEVRON CORPORATION	14.2K	$2.4M	0.9%
CAT	CATERPILLAR INC	1.4K	$1.5M	0.5%
AAPL	APPLE INC	4.8K	$1.4M	0.5%
FNDF	SCHWAB STRATEGIC TR	19.6K	$1.0M	0.4%
FNDC	SCHWAB STRATEGIC TR	21.0K	$1.0M	0.4%
MSFT	MICROSOFT CORP	2.4K	$891,152	0.3%
IDA	IDACORP INC	5.0K	$753,625	0.3%
BSV	VANGUARD BD INDEX FDS	8.7K	$674,311	0.2%
FNDE	SCHWAB STRATEGIC TR	15.2K	$604,445	0.2%
STX	SEAGATE TECHNOLOGY HLDNGS PL	600	$579,000	0.2%
VB	VANGUARD INDEX FDS	1.8K	$530,460	0.2%
KEYS	KEYSIGHT TECHNOLOGIES INC	1.4K	$487,648	0.2%
COST	COSTCO WHOLESALE CORPORATION	505	$472,426	0.2%
JPM	JPMORGAN CHASE & CO	1.3K	$434,367	0.2%
WMT	WALMART INC	3.2K	$366,962	0.1%
EXMOC	EXXON MOBIL CORP	2.5K	$345,458	0.1%
FCX	FREEPORT MCMORAN INC	5.1K	$319,796	0.1%
MU	MICRON TECHNOLOGY INC	272	$313,967	0.1%
DFIC	DIMENSIONAL ETF TRUST	8.3K	$309,258	0.1%
ORCL	ORACLE CORP	2.1K	$301,453	0.1%
NVDA	NVIDIA CORPORATION	1.3K	$252,518	0.1%
VTV	VANGUARD INDEX FDS	1.1K	$241,249	0.1%
SCHW	SCHWAB CHARLES CORP	2.2K	$205,578	0.1%
CGBL	CAPITAL GROUP CORE BALANCED	5.3K	$202,630	0.1%

Top Fund Holdings

13F

Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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