account_balance

Investment manager · 13F filer · SEC CIK 2034579

Tumwater Wealth Management, LLC

Reported value$282Mas of Sep 30, 2026

Positions34 2 new, 1 sold out

Top 10 weight94.9%DFAX alone is 29%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DFAXDimensional ETF Trust

29.1%Added +3%

VTIVanguard Index FDS

22.2%

DFATDimensional ETF Trust

15.4%Added +2%

DFLVDimensional ETF Trust

13.2%

BIVVanguard Bd Index FDS

5.8%Added +3%

DUSBDimensional ETF Trust

3.5%

VVVanguard Index FDS

2.0%

DFUV

VOO1.1%

CVX1.0%

DFAXDimensional ETF Trust

29.1%Added +3%

VTIVanguard Index FDS

22.2%

DFATDimensional ETF Trust

15.4%+2%

DFLVDimensional ETF Trust

13.2%

BIV5.8%

DUSB3.5%

VOO

CVX

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

DFAX Dimensional ETF Trust 29.1% Added +3%

VTI Vanguard Index FDS 22.2% Held

DFAT Dimensional ETF Trust 15.4% Added +2%

DFLV Dimensional ETF Trust 13.2% Held

BIV Vanguard Bd Index FDS 5.8% Added +3%

DUSB Dimensional ETF Trust 3.5% Held

VV Vanguard Index FDS 2.0% Held

DFUV Dimensional ETF Trust 1.6% Held

VOO Vanguard Index FDS 1.1% Held

CVX Chevron Corp 1.0% Held AAPL Apple Inc. 0.6% Held MSFT Microsoft Corp 0.5% Added +11%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 20, 2026 filing

add_circleNew

BRK-B $365K
XLK $272K

arrow_upwardAdded

VB +27%
MSFT +11%
BIV +3%
DFAX +3%

arrow_downwardTrimmed

None

remove_circleSold out

CGBL $203K

Tumwater Wealth Management, LLC

Where the money is

Biggest moves since Jun 30, 2026

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