Tumwater Wealth Management, LLC Top Holdings and 13F Report (2025) About Tumwater Wealth Management, LLCInvestment ActivityTumwater Wealth Management, LLC has $190.69 million in total holdings as of December 31, 2024.Tumwater Wealth Management, LLC owns shares of 31 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional World ex U.S. Core Equity 2 ETF $53,428,366Vanguard Total Stock Market ETF $45,970,242Dimensional U.S. Targeted Value ETF $30,701,617Dimensional US Large Cap Value ETF $23,974,000Vanguard Intermediate-Term Bond ETF $13,153,750 Sector AllocationMap of 500 Largest Holdings ofTumwater Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFAXDimensional World ex U.S. Core Equity 2 ETF$53,428,3662,149,17028.0%ETFVTIVanguard Total Stock Market ETF$45,970,242158,62224.1%ETFDFATDimensional U.S. Targeted Value ETF$30,701,617551,59216.1%ETFDFLVDimensional US Large Cap Value ETF$23,974,000798,33512.6%ETFBIVVanguard Intermediate-Term Bond ETF$13,153,750176,0176.9%ETFVVVanguard Large-Cap ETF$4,468,92916,5702.3%ETFDFUVDimensional US Marketwide Value ETF$3,464,98384,6771.8%ETFVOOVanguard S&P 500 ETF$2,258,1534,1911.2%ETFCVXChevron$2,115,51514,6061.1%Oils/EnergyAAPLApple$1,286,9305,1390.7%Computer and TechnologyMSFTMicrosoft$1,232,5302,9240.6%Computer and TechnologyBSVVanguard Short-Term Bond ETF$983,33812,7260.5%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$719,87621,0860.4%ETFFNDFSchwab Fundamental International Large Company Index ETF$653,14119,6670.3%ETFVBVanguard Small-Cap ETF$633,1382,6350.3%ETFRTXRTX$580,4335,0160.3%AerospaceIDAIDACORP$545,0894,9880.3%UtilitiesCOSTCostco Wholesale$474,6415180.2%Retail/WholesaleGOOGLAlphabet$473,2502,5000.2%Computer and TechnologyCATCaterpillar$459,1591,2660.2%Industrial ProductsFNDESchwab Fundamental Emerging Markets Large Company Index ETF$445,94715,3510.2%ETFORCLOracle$346,1112,0770.2%Computer and TechnologyJPMJPMorgan Chase & Co.$318,0951,3270.2%FinanceKEYSKeysight Technologies$316,9231,9730.2%Computer and TechnologyWMTWalmart$292,7343,2400.2%Retail/WholesaleXOMExxon Mobil$274,0672,5480.1%Oils/EnergyMETAMeta Platforms$253,4124330.1%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$241,5999,3480.1%ETFAMZNAmazon.com$216,3319860.1%Retail/WholesaleVDEVanguard Energy ETF$206,7121,7040.1%ETFVISVanguard Industrials ETF$203,5128000.1%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
