§ 13F · FUND PROFILE
Tumwater Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $225M (13F)Positions · 33Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$444K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL ETF TRUST | 2.15M | $73M | 29.3% | −4% |
| 2 | VTI | VANGUARD INDEX FDS | 164K | $53M | 21.2% | +1% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 629K | $39M | 15.8% | ±0% |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 895K | $32M | 12.9% | ±0% |
| 5 | BIV | VANGUARD BD INDEX FDS | 209K | $16M | 6.5% | +7% |
| 6 | DUSB | DIMENSIONAL ETF TRUST | 184K | $9M | 3.8% | +18% |
| 7 | VV | VANGUARD INDEX FDS | 16K | $5M | 1.9% | ±0% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 81K | $4M | 1.6% | −3% |
| 9 | CVX | CHEVRON CORPORATION | 14K | $3M | 1.2% | −5% |
| 10 | VOO | VANGUARD INDEX FDS | 5K | $3M | 1.1% | +3% |
§ 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 $225 million in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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