TUMWATER WEALTH MANAGEMENT, LLC 13F Portfolio
TUMWATER WEALTH MANAGEMENT, LLC runs TUMWATER WEALTH MANAGEMENT, LLC and currently holds 33 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $276.52M. Their top holdings are DFAX, VTI, DFAT, DFLV, BIV. The top five represent 86.1% of reported portfolio weight. TUMWATER WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, TUMWATER WEALTH MANAGEMENT, LLC initiated 1 new position. They added to 14 existing positions. They trimmed 2 positions. Their current best-performing preview position is STX with returns of +146.32%.
Portfolio Value
$276.52M
Alpha Score
28.0
#0 of 1000
Holdings
33
TUMWATER WEALTH MANAGEMENT, LLC Current 13F Holdings
Reported holdings from TUMWATER WEALTH MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
33 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAX DIMENSIONAL ETF TRUST | 28.76% | $25.23 | $37.06 | +46.89% | Added +0.50% |
 VTI VANGUARD INDEX FDS | 22.22% | $291.69 | $381.92 | +30.93% | Added +0.96% |
 DFAT DIMENSIONAL ETF TRUST | 16.10% | $55.81 | $67.30 | +20.59% | Added +1.27% |
 DFLV DIMENSIONAL ETF TRUST | 12.97% | $30.40 | $40.88 | +34.47% | Added +1.33% |
 BIV VANGUARD BD INDEX FDS | 6.07% | $75.21 | $72.94 | -3.02% | Added +4.84% |
 DUSB DIMENSIONAL ETF TRUST | 3.55% | $50.66 | $50.62 | -0.09% | Added +4.83% |
 VV VANGUARD INDEX FDS | 1.95% | $269.70 | $359.11 | +33.15% | Trimmed -0.27% |
 DFUV DIMENSIONAL ETF TRUST | 1.60% | $40.92 | $55.80 | +36.36% | Trimmed -1.22% |
 VOO VANGUARD INDEX FDS | 1.15% | $547.25 | $715.51 | +30.75% | Added +1.05% |
 CVX CHEVRON CORPORATION | 0.85% | $144.83 | $211.97 | +46.36% | Added +0.04% |
Showing 1-10 of 33