DOSSIER · 13F-HR · Q2 2026

Tumwater Wealth Management, LLC

$277M in tracked AUM across 33 positions as of Q2 2026.

TW
CIK 0002034579 · last filed Jun 30, 2026
Total AUM
$277M
as of Q2 2026
Holdings
33
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Tumwater Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAX
DIMENSIONAL ETF TRUST
$80M2.2M28.8%
02
VTI
VANGUARD INDEX FDS
$61M166K22.2%
03
DFAT
DIMENSIONAL ETF TRUST
$45M637K16.1%
04
DFLV
DIMENSIONAL ETF TRUST
$36M907K13.0%
05
BIV
VANGUARD BD INDEX FDS
$17M219K6.1%
06
DUSB
DIMENSIONAL ETF TRUST
$10M193K3.6%
07
VV
VANGUARD INDEX FDS
$5M16K1.9%
08
DFUV
DIMENSIONAL ETF TRUST
$4M80K1.6%
09
VOO
VANGUARD INDEX FDS
$3M5K1.2%
10
CVX
CHEVRON CORPORATION
$2M14K0.9%

Filing history

2026Q2Jun 30
$277M 11.2%
33 positionsView →
2026Q1Mar 31
$249M 1.3%
34 positionsView →
2025Q4Dec 31
$245M 9.0%
35 positionsView →
2025Q3Sep 30
$225M 4.6%
33 positionsView →
2025Q2Jun 30
$215M 12.3%
37 positionsLocked
2025Q1Mar 31
$192M 0.5%
32 positionsLocked
2024Q4Dec 31
$191M
31 positionsLocked