Tumwater Wealth Management, LLC: 13F holdings
CIK 20345792026Q2
| Positions | 33 |
|---|
| Reported value | $276.5m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 33 (-1 vs prior quarter) |
|---|
| Reported value | $276.5m (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFAX DIMENSIONAL ETF TRUST | 2,158,889 | $79.5m | 28.8% |
| VTI VANGUARD INDEX FDS | 166,053 | $61.4m | 22.2% |
| DIMENSIONAL ETF TRUST | 636,708 | $44.5m | 16.1% |
| WSBC DIMENSIONAL ETF TRUST | 906,834 | $35.9m | 13.0% |
| BIV VANGUARD BD INDEX FDS | 218,749 | $16.8m | 6.1% |
| DUSB DIMENSIONAL ETF TRUST | 193,333 | $9.8m | 3.6% |
| VV VANGUARD INDEX FDS | 15,651 | $5.4m | 1.9% |
| YM=F DIMENSIONAL ETF TRUST | 80,243 | $4.4m | 1.6% |
| VOO VANGUARD INDEX FDS | 4,631 | $3.2m | 1.2% |
| CVX CHEVRON CORPORATION | 14,182 | $2.4m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2034579")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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