Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tumwater Wealth Management, LLC (CIK 2034579) reported $248.6M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAX ($73.0M, 29.35%), VTI ($52.8M, 21.22%), DFAT ($39.3M, 15.79%), DFLV ($32.0M, 12.85%), BIV ($16.1M, 6.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL ETF TRUST | $73.0M | 29.35% | 2.1M | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $52.8M | 21.22% | 164,468 | Added |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $39.3M | 15.79% | 628,735 | Trimmed |
| 4 | DFLV | DIMENSIONAL ETF TRUST | $32.0M | 12.85% | 894,899 | Added |
| 5 | BIV | VANGUARD BD INDEX FDS | $16.1M | 6.48% | 208,651 | Added |
| 6 | DUSB | DIMENSIONAL ETF TRUST | $9.4M | 3.76% | 184,420 | Added |
| 7 | VV | VANGUARD INDEX FDS | $4.7M | 1.89% | 15,693 | Hold |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $3.9M | 1.58% | 81,230 | Trimmed |
| 9 | CVX | CHEVRON CORPORATION | $2.9M | 1.18% | 14,177 | Trimmed |
| 10 | VOO | VANGUARD INDEX FDS | $2.7M | 1.10% | 4,583 | Added |
| 11 | AAPL | APPLE INC | $1.1M | 0.44% | 4,340 | Trimmed |
| 12 | CAT | CATERPILLAR INC | $1.0M | 0.40% | 1,415 | Added |
| 13 | FNDF | SCHWAB STRATEGIC TR | $957,609 | 0.39% | 19,571 | Hold |
| 14 | FNDC | SCHWAB STRATEGIC TR | $975,646 | 0.39% | 21,045 | Hold |
| 15 | MSFT | MICROSOFT CORP | $884,339 | 0.36% | 2,389 | Trimmed |
| 16 | IDA | IDACORP INC | $712,134 | 0.29% | 4,981 | Trimmed |
| 17 | BSV | VANGUARD BD INDEX FDS | $660,291 | 0.27% | 8,421 | Hold |
| 18 | FNDE | SCHWAB STRATEGIC TR | $582,815 | 0.23% | 15,233 | Hold |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $503,211 | 0.20% | 505 | Trimmed |
| 20 | VB | VANGUARD INDEX FDS | $446,574 | 0.18% | 1,705 | Trimmed |
| 21 | XOM | EXXON MOBIL CORP | $427,926 | 0.17% | 2,522 | Added |
| 22 | KEYS | KEYSIGHT TECHNOLOGIES INC | $393,341 | 0.16% | 1,393 | Hold |
| 23 | JPM | JPMORGAN CHASE & CO | $390,350 | 0.16% | 1,327 | Hold |
| 24 | WMT | WALMART INC | $402,667 | 0.16% | 3,240 | Hold |
| 25 | ORCL | ORACLE CORP | $302,605 | 0.12% | 2,057 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31