§ 13F · FUND PROFILE
Tumwater Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $215.2T (13F)Positions · 37Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL ETF TRUST | 2.23M | $73.0T | 29.7% | +3% |
| 2 | VTI | VANGUARD INDEX FDS | 163K | $54.6T | 22.3% | ±0% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 631K | $37.6T | 15.3% | +4% |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 891K | $30.5T | 12.4% | +4% |
| 5 | BIV | VANGUARD BD INDEX FDS | 196K | $15.3T | 6.2% | +6% |
| 6 | DUSB | DIMENSIONAL ETF TRUST | 156K | $7.9T | 3.2% | NEW |
| 7 | VV | VANGUARD INDEX FDS | 16K | $4.9T | 2.0% | ±0% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 84K | $3.9T | 1.6% | ±0% |
| 9 | VOO | VANGUARD INDEX FDS | 4K | $2.8T | 1.1% | +2% |
| 10 | CVX | CHEVRON CORP NEW | 15K | $2.3T | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TUMWATER SIGNAL
AC read
Tumwater Wealth Management, LLC is a Other fund managing $215238.5 trillion in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed