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Tumwater Wealth Management - Q2 2026 13F Filings

TU

Tumwater Wealth Management, LLC

CIK: 0002034579
Address: Idaho Boise 110 W Main St.
$276.52 M
Portfolio Value
33
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. BIV Vanguard Intermediate-Term Bond Etf
+$774,736.04
2. VTI Vanguard Total Stock Market Etf
+$586,513.4
3. DFAT Dimensional Us Targeted Value Etf
+$557,312.7
4. DFLV Dimensional Us Large Cap Value Etf
+$471,909.9
5. DUSB Dimensional Ultrashort Fixed Income Etf
+$452,602.15

Top Sells

Q2 2026
1. META Meta Platforms
−$289,296
2. AMZN Amazoncom
−$211,614
3. VDE Vanguard Energy Etf
−$209,378
4. DFUV Dimensional Us Marketwide Value Etf
−$54,294.86
5. VV Vanguard Large-Cap Etf
−$14,444.22

Asset Allocation

Stocks/ETFs
+11.21%
$276.52 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Tumwater Wealth Management Q2 2026 Filing Summary

Tumwater Wealth Management, LLC filed its 13F report for Q2 2026 on July 20, 2026. The portfolio totaled 276.52 M reflecting a +11.21% change from the prior quarter, spanning 33 assets. The top 10 holdings comprised 95.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 3 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Tumwater Wealth Management’s Q2 2026 Filing

Tumwater Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/20/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Tumwater Wealth Management reported a managed portfolio value of 276.52 M, consisting of 33 individual positions.

This page displays the raw filing documents. To see which stocks Tumwater Wealth Management bought or sold during Q2 2026, please visit Tumwater Wealth Management's Portfolio Analysis page.