Tumwater Wealth Management, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 94.6%; sector active share 83.1% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 96.0% | $265,531,505 |
| Technology | 1.5% | $4,222,463 |
| Energy | 1.0% | $2,696,299 |
| Industrials | 0.5% | $1,507,898 |
| Consumer Defensive | 0.3% | $839,374 |
| Utilities | 0.3% | $753,625 |
| Financial Services | 0.2% | $639,943 |
| Basic Materials | 0.1% | $319,795 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFLV | Dimensional US Large Cap Value ETF | +11,935 | 906,834 | $35,856,216 | |
| DFAX | Dimensional World ex. U.S. Core Equity 2 ETF | +10,699 | 2,158,889 | $79,533,470 | |
| BIV | Vanguard Bond Index Funds | +10,098 | 218,749 | $16,778,048 | |
| DUSB | Dimensional Ultrashort Fixed Income ETF | +8,913 | 193,333 | $9,817,449 | |
| DFAT | Dimensional U.S. Targeted Value ETF | +7,973 | 636,708 | $44,505,889 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +1,585 | 166,053 | $61,446,252 | |
| AAPL | Apple Inc. | +487 | 4,827 | $1,396,740 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +234 | 8,655 | $674,311 | |
| VOO | VANGUARD 500 INDEX FUND | +48 | 4,631 | $3,180,617 | |
| VB | Vanguard Index Funds | +45 | 1,750 | $530,460 | |
| XOM | ExxonMobil Holdings Corp | +5 | 2,527 | $345,491 | |
| CVX | Chevron Corp | +5 | 14,182 | $2,350,808 | |
| CAT | Caterpillar Inc | +1 | 1,416 | $1,507,898 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DFAX |
Dimensional World ex. U.S. Core Equity 2 ETF
|
Added | 2,158,889 | $79,533,470 | 28.76% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 166,053 | $61,446,252 | 22.22% | |
| DFAT |
Dimensional U.S. Targeted Value ETF
|
Added | 636,708 | $44,505,889 | 16.10% | |
| DFLV |
Dimensional US Large Cap Value ETF
|
Added | 906,834 | $35,856,216 | 12.97% | |
| BIV |
Vanguard Bond Index Funds
|
Added | 218,749 | $16,778,048 | 6.07% | |
| DUSB |
Dimensional Ultrashort Fixed Income ETF
|
Added | 193,333 | $9,817,449 | 3.55% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Reduced | 15,651 | $5,382,535 | 1.95% | |
| DFUV |
Dimensional U.S. Marketwide Value ETF
|
Reduced | 80,243 | $4,414,167 | 1.60% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 4,631 | $3,180,617 | 1.15% | |
| CVX |
Chevron Corp
Energy
|
Added | 14,182 | $2,350,808 | 0.85% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,416 | $1,507,898 | 0.55% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,827 | $1,396,740 | 0.51% | |
| FNDF |
Schwab Fundamental International Equity ETF
|
Held | 19,571 | $1,032,565 | 0.37% | |
| FNDC |
Schwab Fundamental International Small Equity ETF
|
Held | 21,045 | $1,021,945 | 0.37% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,389 | $891,144 | 0.32% | |
| IDA |
Idacorp Inc
Utilities
|
Held | 4,981 | $753,625 | 0.27% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 8,655 | $674,311 | 0.24% | |
| FNDE |
Schwab Fundamental Emerging Markets Equity ETF
|
Held | 15,233 | $604,445 | 0.22% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 600 | $579,000 | 0.21% | |
| VB |
Vanguard Index Funds
|
Added | 1,750 | $530,460 | 0.19% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Held | 1,393 | $487,647 | 0.18% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 505 | $472,412 | 0.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,327 | $434,366 | 0.16% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 3,240 | $366,962 | 0.13% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,527 | $345,491 | 0.12% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Held | 5,085 | $319,795 | 0.12% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 272 | $313,966 | 0.11% | |
| DFIC |
Dimensional International Core Equity 2 ETF
|
Held | 8,300 | $309,258 | 0.11% | |
| ORCL |
Oracle Corp
Technology
|
Held | 2,057 | $301,453 | 0.11% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,262 | $252,513 | 0.09% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Held | 1,107 | $241,248 | 0.09% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Held | 2,228 | $205,577 | 0.07% | |
| CGBL |
Capital Group Core Balanced ETF
|
NEW | 5,338 | $202,630 | 0.07% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.