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Tumwater Wealth Management - Q4 2025 13F Filings

TU

Tumwater Wealth Management, LLC

CIK: 0002034579
Address: Idaho Boise 110 W Main St.
$245.37 M
Portfolio Value
35
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DUSB Dimensional Ultrashort Fixed Income Etf
+$7.91 M
2. DFAX Dimensional World Ex Us Core Equity 2 Etf
+$1.9 M
3. DFAT Dimensional Us Targeted Value Etf
+$1.61 M
4. DFLV Dimensional Us Large Cap Value Etf
+$1.22 M
5. BIV Vanguard Intermediate-Term Bond Etf
+$884,405.25

Top Sells

Q4 2025
1. APP Applovin Corporation
−$323,343
2. KEYS Keysight Technologies
−$96,921.74
3. AAPL Apple
−$81,006.94
4. MSFT Microsoft Corporation
−$68,674.07
5. DFIC Dimensional International Core Equity 2 Etf
−$36,114.08

Asset Allocation

Stocks/ETFs
+8.99%
$245.37 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Tumwater Wealth Management Q4 2025 Filing Summary

Tumwater Wealth Management, LLC filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 245.37 M reflecting a +8.99% change from the prior quarter, spanning 35 assets. The top 10 holdings comprised 94.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 1 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 Q4 2025 Filing

Tumwater Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Tumwater Wealth Management reported a managed portfolio value of 245.37 M, consisting of 35 individual positions.

This page displays the raw filing documents. To see which stocks Tumwater Wealth Management bought or sold during Q4 2025, please visit Tumwater Wealth Management's Portfolio Analysis page.