StockDriftsStockDriftsTop 33 Tumwater Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | 28.76% | 2.16M | $79.5M | +0.50%(+10.70K) | $26.17(+44.67%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 22.22% | 166.1K | $61.4M | +0.96%(+1.58K) | $287.65(+32.81%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 16.1% | 636.7K | $44.5M | +1.27%(+7.97K) | $55.66(+29.68%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 12.97% | 906.8K | $35.9M | +1.33%(+11.94K) | $30.67(+36.67%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 6.07% | 218.7K | $16.8M | +4.84%(+10.10K) | $76.66(-1.47%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 3.55% | 193.3K | $9.8M | +4.83%(+8.91K) | $50.71(+0.23%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 1.95% | 15.7K | $5.4M | -0.27%(-42) | $266.50(+33.66%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 1.6% | 80.2K | $4.4M | -1.22%(-987) | $41.30(+38.85%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.15% | 4.6K | $3.2M | +1.05%(+48) | $540.42(+31.57%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 0.85% | 14.2K | $2.4M | +0.04%(+5) | $146.23(+33.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.92% |
Tumwater Wealth Management, LLC reports $276.52M in US-listed equity holdings across 33 positions in its most recent 13F filing. Its largest disclosed positions are DFAX (28.8%), VTI (22.2%) and DFAT (16.1%). The top 20 holdings account for 98.47% of reported assets. Its disclosed equity book has returned +31.51% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tumwater Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2034579). View Tumwater Wealth Management, LLC’s 13F filings on SEC