Tumwater Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Tumwater Wealth Management, LLC held in its portfolio 34 assets valued at $245,371,907 (i.e. $245.37M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($72.97M), VANGUARD INDEX FDS ($54.61M), and DIMENSIONAL ETF TRUST ($37.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tumwater Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2229430 | 72969244 | WORLD EX US CORE |
| VANGUARD INDEX FDS | 162871 | 54605760 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 631087 | 37574920 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 891486 | 30497736 | US LARGE CAP VAL |
| VANGUARD BD INDEX FDS | 195871 | 15254433 | INTERMED TERM |
| DIMENSIONAL ETF TRUST | 156210 | 7912037 | ULTRASHORT FIXED |
| VANGUARD INDEX FDS | 15693 | 4940156 | LARGE CAP ETF |
| DIMENSIONAL ETF TRUST | 84002 | 3913653 | US MKTWIDE VALUE |
| VANGUARD INDEX FDS | 4463 | 2798881 | S&P 500 ETF SHS |
| CHEVRON CORP NEW | 14879 | 2267726 | COM |
| SCHWAB STRATEGIC TR | 40616 | 1822360 | FUNDAMENTAL INTL |
| APPLE INC | 4392 | 1193901 | COM |
| MICROSOFT CORP | 2425 | 1172779 | COM |
| CATERPILLAR INC | 1369 | 784529 | COM |
| VANGUARD BD INDEX FDS | 8421 | 663659 | SHORT TRM BOND |
| IDACORP INC | 4988 | 631281 | COM |
| SCHWAB STRATEGIC TR | 15233 | 549302 | FUNDAMENTAL EMER |
| RTX CORPORATION | 2825 | 518128 | COM |
| VANGUARD INDEX FDS | 1962 | 506098 | SMALL CP ETF |
| COSTCO WHSL CORP NEW | 518 | 446704 | COM |
| ALPHABET INC | 1371 | 429123 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 1327 | 427586 | COM |
| ORACLE CORP | 2077 | 404828 | COM |
| MICRON TECHNOLOGY INC | 1270 | 362471 | COM |
| WALMART INC | 3240 | 360968 | COM |
| META PLATFORMS INC | 504 | 332802 | CL A |
| EXXON MOBIL CORP | 2517 | 302955 | COM |
| DIMENSIONAL ETF TRUST | 8300 | 286018 | INTL CORE EQUITY |
| KEYSIGHT TECHNOLOGIES INC | 1393 | 283044 | COM |
| FREEPORT-MCMORAN INC | 5085 | 258267 | CL B |
| AMAZON COM INC | 1011 | 233372 | COM |
| NVIDIA CORPORATION | 1242 | 231633 | COM |
| SCHWAB CHARLES CORP | 2228 | 222599 | COM |
| VANGUARD INDEX FDS | 1115 | 212954 | VALUE ETF |
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