Tumwater Wealth Management, LLC Top Holdings and 13F Report (2026) About Tumwater Wealth Management, LLCInvestment ActivityTumwater Wealth Management, LLC has $248.64 million in total holdings as of March 31, 2026.Tumwater Wealth Management, LLC owns shares of 34 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 1.45% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, Tumwater Wealth Management, LLC has purchased 35 new stocks and bought additional shares in 10 stocks.Tumwater Wealth Management, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional World ex U.S. Core Equity 2 ETF $72,974,014Vanguard Total Stock Market ETF $52,762,979Dimensional U.S. Targeted Value ETF $39,264,501Dimensional US Large Cap Value ETF $31,956,843Vanguard Intermediate-Term Bond ETF $16,103,684 Largest New Holdings this Quarter G7997R103 - Seagate Technology $235,056 Holding92204A306 - Vanguard Energy ETF $209,378 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 28,210 shares (about $1.43M)Vanguard Intermediate-Term Bond ETF 12,780 shares (about $986.36K)Vanguard Total Stock Market ETF 1,597 shares (about $512.33K)Seagate Technology 600 shares (about $235.06K)Vanguard Energy ETF 1,210 shares (about $209.38K) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 81,240 shares (about $2.76M)Dimensional U.S. Targeted Value ETF 2,352 shares (about $146.88K)Chevron 702 shares (about $145.25K)Dimensional US Marketwide Value ETF 2,772 shares (about $134.33K)Vanguard Small-Cap ETF 257 shares (about $67.31K) 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$72,974,014$2,759,723 ▼-3.6%2,148,19029.3%ETFVTIVanguard Total Stock Market ETF$52,762,979$512,334 ▲1.0%164,46821.2%ETFDFATDimensional U.S. Targeted Value ETF$39,264,501$146,882 ▼-0.4%628,73515.8%ETFDFLVDimensional US Large Cap Value ETF$31,956,843$121,878 ▲0.4%894,89912.9%ETFBIVVanguard Intermediate-Term Bond ETF$16,103,684$986,360 ▲6.5%208,6516.5%ETFDIMENSIONAL ETF TRUST$9,351,938$1,430,529 ▲18.1%184,4203.8%ULTRASHORT FIXEDVVVanguard Large-Cap ETF$4,689,8530.0%15,6931.9%ETFDFUVDimensional US Marketwide Value ETF$3,936,406$134,331 ▼-3.3%81,2301.6%ETFCVXChevron$2,933,251$145,245 ▼-4.7%14,1771.2%EnergyVOOVanguard S&P 500 ETF$2,738,572$71,706 ▲2.7%4,5831.1%ETFAAPLApple$1,101,530$13,198 ▼-1.2%4,3400.4%Computer and TechnologyCATCaterpillar$1,002,558$32,592 ▲3.4%1,4150.4%IndustrialsFNDCSchwab Fundamental International Small Equity ETF$975,6460.0%21,0450.4%ETFFNDFSchwab Fundamental International Equity ETF$957,6090.0%19,5710.4%ETFMSFTMicrosoft$884,339$13,326 ▼-1.5%2,3890.4%Computer and TechnologyIDAIDACORP$712,134$1,001 ▼-0.1%4,9810.3%UtilitiesBSVVanguard Short-Term Bond ETF$660,2910.0%8,4210.3%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$582,8150.0%15,2330.2%ETFCOSTCostco Wholesale$503,211$12,954 ▼-2.5%5050.2%Retail/WholesaleVBVanguard Small-Cap ETF$446,574$67,314 ▼-13.1%1,7050.2%ETFXOMExxonMobil$427,926$848 ▲0.2%2,5220.2%EnergyWALMART INC$402,6670.0%3,2400.2%COMKEYSKeysight Technologies$393,3410.0%1,3930.2%Computer and TechnologyJPMJPMorgan Chase & Co.$390,3500.0%1,3270.2%FinanceORCLOracle$302,605$2,942 ▼-1.0%2,0570.1%Computer and TechnologyFCXFreeport-McMoRan$298,8960.0%5,0850.1%Basic MaterialsDFICDimensional International Core Equity 2 ETF$294,8990.0%8,3000.1%ETFMETAMeta Platforms$289,296$1,143 ▲0.4%5060.1%Computer and TechnologySTXSeagate Technology$235,056$235,056 ▲New Holding6000.1%Computer and TechnologyNVDANVIDIA$220,093$3,488 ▲1.6%1,2620.1%Computer and TechnologyVTVVanguard Value ETF$217,193$1,570 ▼-0.7%1,1070.1%ETFAMZNAmazon.com$211,614$1,041 ▲0.5%1,0160.1%Retail/WholesaleSCHWCharles Schwab$209,3870.0%2,2280.1%FinanceVDEVanguard Energy ETF$209,378$209,378 ▲New Holding1,2100.1%ETFRTXRTX$0$518,128 ▼-100.0%00.0%AerospaceGOOGLAlphabet$0$429,123 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$362,471 ▼-100.0%00.0%Computer and TechnologyShowing 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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