Tumwater Wealth Management, LLC
CIK: 0002034579SEC EDGAR →
Portfolio Value
$245.4M
Holdings
35
As of
Q4 2025
New Positions
2
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,229,430 | $73.0M | 29.74% |
| 2 | VANGUARD INDEX FDS | 162,871 | $54.6M | 22.25% |
| 3 | DIMENSIONAL ETF TRUST | 631,087 | $37.6M | 15.31% |
| 4 | DIMENSIONAL ETF TRUST | 891,486 | $30.5M | 12.43% |
| 5 | VANGUARD BD INDEX FDS | 195,871 | $15.3M | 6.22% |
| 6 | DIMENSIONAL ETF TRUST | 156,210 | $7.9M | 3.22% |
| 7 | VANGUARD INDEX FDS | 15,693 | $4.9M | 2.01% |
| 8 | DIMENSIONAL ETF TRUST | 84,002 | $3.9M | 1.59% |
| 9 | VANGUARD INDEX FDS | 4,463 | $2.8M | 1.14% |
| 10 | CHEVRON CORP NEW | 14,879 | $2.3M | 0.92% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $235.1M | 95.8% |
| Technology | 6 | $3.6M | 1.5% |
| Energy | 2 | $2.6M | 1.0% |
| Industrials | 2 | $1.3M | 0.5% |
| Consumer Defensive | 2 | $806K | 0.3% |
| Communication Services | 2 | $761K | 0.3% |
| Utilities | 1 | $631K | 0.3% |
| Basic Materials | 1 | $258K | 0.1% |
| Consumer Cyclical | 1 | $233K | 0.1% |