§ 13F · FUND PROFILE
Tumwater Wealth Management, LLC.
AUM · $277M (13F)Positions · 33Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$517K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL ETF TRUST | 2.16M | $80M | 28.8% | ±0% |
| 2 | VTI | VANGUARD INDEX FDS | 166K | $61M | 22.2% | +1% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 637K | $45M | 16.1% | +1% |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 907K | $36M | 13.0% | +1% |
| 5 | BIV | VANGUARD BD INDEX FDS | 219K | $17M | 6.1% | +5% |
| 6 | DUSB | DIMENSIONAL ETF TRUST | 193K | $10M | 3.6% | +5% |
| 7 | VV | VANGUARD INDEX FDS | 16K | $5M | 1.9% | ±0% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 80K | $4M | 1.6% | −1% |
| 9 | VOO | VANGUARD INDEX FDS | 5K | $3M | 1.2% | +1% |
| 10 | CVX | CHEVRON CORPORATION | 14K | $2M | 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 $277 million in assets. The fund runs a portfolio of 33 positions.
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