Tumwater Wealth Management, LLC

CIK: 0002034579SEC EDGAR →

Portfolio Value

$245.4B

Holdings

As of

Q4 2025

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	DFAX DIMENSIONAL ETF TRUST	2,229,430	$73.0B	29.74%
2	VTI VANGUARD INDEX FDS	162,871	$54.6B	22.25%
3	DFAT DIMENSIONAL ETF TRUST	631,087	$37.6B	15.31%
4	DFLV DIMENSIONAL ETF TRUST	891,486	$30.5B	12.43%
5	BIV VANGUARD BD INDEX FDS	195,871	$15.3B	6.22%
6	DUSB DIMENSIONAL ETF TRUST	156,210	$7.9B	3.22%
7	VV VANGUARD INDEX FDS	15,693	$4.9B	2.01%
8	DFUV DIMENSIONAL ETF TRUST	84,002	$3.9B	1.59%
9	VOO VANGUARD INDEX FDS	4,463	$2.8B	1.14%
10	CVX CHEVRON CORP NEW	14,879	$2.3B	0.92%

$7.9B

DFAX↑ Increased

$4.8B

DFAT↑ Increased

$2.4B

DFLV↑ Increased

$2.3B

VTI↑ Increased

$1.3B

APPCLOSED

$323.3M

MSFT↓ Decreased

$157.6M

DFUV↓ Decreased

$153.9M

MU↓ Decreased

$142.8M

KEYS↓ Decreased

$44.1M

$7.9B · 156K shares

$258.0M · 5K shares

$233.0M · 1K shares

$323.3M · 450 shares

Sector	# Holdings	Value	%
Financial Services	18	$235.1B	95.8%
Technology	6	$3.6B	1.5%
Energy	2	$2.6B	1.0%
Industrials	2	$1.3B	0.5%
Consumer Defensive	2	$806.0M	0.3%
Communication Services	2	$761.0M	0.3%
Utilities	1	$631.0M	0.3%
Basic Materials	1	$258.0M	0.1%
Consumer Cyclical	1	$233.0M	0.1%