Tumwater Wealth Management, LLC — 13F holdings

Tumwater Wealth Management, LLC reported 33 holdings worth $277M in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

  1. DFAX DIMENSIONAL ETF TRUST — $79.5M (28.8%)
  2. VTI VANGUARD INDEX FDS — $61.4M (22.2%)
  3. DIMENSIONAL ETF TRUST — $44.5M (16.1%)
  4. DFLV DIMENSIONAL ETF TRUST — $35.9M (13.0%)
  5. BIV VANGUARD BD INDEX FDS — $16.8M (6.1%)
  6. DUSB DIMENSNL ULTRASHRT FIXED — $9.82M (3.6%)
  7. VV VANGUARD INDEX FDS — $5.38M (1.9%)
  8. DFUV DIMENSIONAL ETF TRUST — $4.41M (1.6%)
  9. VOO VANGUARD INDEX FDS — $3.18M (1.2%)
  10. CVX CHEVRON CORP NEW — $2.35M (0.9%)