Tumwater Wealth Management, LLC Top Holdings and 13F Report (2025) About Tumwater Wealth Management, LLCInvestment ActivityTumwater Wealth Management, LLC has $191.71 million in total holdings as of March 31, 2025.Tumwater Wealth Management, LLC owns shares of 32 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 1.54% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, Tumwater Wealth Management, LLC has purchased 31 new stocks and bought additional shares in 11 stocks.Tumwater Wealth Management, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional World ex U.S. Core Equity 2 ETF $57,258,973Vanguard Total Stock Market ETF $43,572,034Dimensional U.S. Targeted Value ETF $29,026,567Dimensional US Large Cap Value ETF $24,832,898Vanguard Intermediate-Term Bond ETF $14,101,284 Largest New Holdings this Quarter 92204A504 - Vanguard Health Care ETF $206,489 Holding66510M204 - Northern Dynasty Minerals $48,875 Holding Largest Purchases this Quarter Dimensional World ex U.S. Core Equity 2 ETF 36,287 shares (about $950.72K)Dimensional U.S. Targeted Value ETF 12,140 shares (about $625.09K)Vanguard Intermediate-Term Bond ETF 8,145 shares (about $623.66K)Dimensional US Large Cap Value ETF 13,994 shares (about $427.80K)Vanguard Health Care ETF 780 shares (about $206.49K) Largest Sales this Quarter Vanguard Short-Term Bond ETF 4,486 shares (about $351.16K)Vanguard S&P 500 ETF 129 shares (about $66.29K)Microsoft 99 shares (about $37.16K)Vanguard Total Stock Market ETF 86 shares (about $23.64K)Vanguard Large-Cap ETF 60 shares (about $15.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTumwater Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAXDimensional World ex U.S. Core Equity 2 ETF$57,258,973$950,719 ▲1.7%2,185,45729.9%ETFVTIVanguard Total Stock Market ETF$43,572,034$23,636 ▼-0.1%158,53622.7%ETFDFATDimensional U.S. Targeted Value ETF$29,026,567$625,089 ▲2.2%563,73215.1%ETFDFLVDimensional US Large Cap Value ETF$24,832,898$427,797 ▲1.8%812,32913.0%ETFBIVVanguard Intermediate-Term Bond ETF$14,101,284$623,663 ▲4.6%184,1627.4%ETFVVVanguard Large-Cap ETF$4,243,565$15,422 ▼-0.4%16,5102.2%ETFDFUVDimensional US Marketwide Value ETF$3,489,5390.0%84,6771.8%ETFCVXChevron$2,444,332$836 ▲0.0%14,6111.3%EnergyVOOVanguard S&P 500 ETF$2,087,502$66,294 ▼-3.1%4,0621.1%ETFAAPLApple$1,141,713$222 ▲0.0%5,1400.6%Computer and TechnologyMSFTMicrosoft$1,060,420$37,162 ▼-3.4%2,8250.6%Computer and TechnologyFNDCSchwab Fundamental International Small Cap Company Index ETF$761,829$1,484 ▼-0.2%21,0450.4%ETFFNDFSchwab Fundamental International Large Company Index ETF$707,296$3,469 ▼-0.5%19,5710.4%ETFRTXRTX$667,505$3,047 ▲0.5%5,0390.3%AerospaceBSVVanguard Short-Term Bond ETF$645,027$351,164 ▼-35.3%8,2400.3%ETFVBVanguard Small-Cap ETF$581,207$3,105 ▼-0.5%2,6210.3%ETFIDAIDACORP$579,7050.0%4,9880.3%UtilitiesCOSTCostco Wholesale$489,9270.0%5180.3%Retail/WholesaleFNDESchwab Fundamental Emerging Markets Large Company Index ETF$469,176$3,634 ▼-0.8%15,2330.2%ETFCATCaterpillar$434,197$16,814 ▲4.0%1,3170.2%IndustrialsGOOGLAlphabet$386,6000.0%2,5000.2%Computer and TechnologyJPMJPMorgan Chase & Co.$325,5130.0%1,3270.2%FinanceXOMExxon Mobil$303,674$595 ▲0.2%2,5530.2%EnergyKEYSKeysight Technologies$295,4960.0%1,9730.2%Computer and TechnologyORCLOracle$290,3850.0%2,0770.2%Computer and TechnologyWMTWalmart$284,4400.0%3,2400.1%Retail/WholesaleMETAMeta Platforms$284,250$34,594 ▲13.9%4930.1%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$259,5940.0%9,3480.1%ETFVDEVanguard Energy ETF$220,896$130 ▼-0.1%1,7030.1%ETFAMZNAmazon.com$206,824$19,217 ▲10.2%1,0870.1%Retail/WholesaleVHTVanguard Health Care ETF$206,489$206,489 ▲New Holding7800.1%ETFNAKNorthern Dynasty Minerals$48,875$48,875 ▲New Holding42,5000.0%Basic MaterialsVISVanguard Industrials ETF$0$203,512 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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