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TUMWATER WEALTH MANAGEMENT, LLC 13F portfolio summary

TUMWATER WEALTH MANAGEMENT, LLC of TUMWATER WEALTH MANAGEMENT, LLC has 34 current stock holdings with a reported portfolio value of $248.6M. The portfolio 1 year return is +20.80%. Top holdings include BSV (0.00%), DFAX (29.43%), VTI (21.28%), DFAT (15.83%), DFLV (12.89%).

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TUMWATER WEALTH MANAGEMENT, LLC

TUMWATER WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

TUMWATER WEALTH MANAGEMENT, LLC runs TUMWATER WEALTH MANAGEMENT, LLC and currently holds 34 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $248.64M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TUMWATER WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TUMWATER WEALTH MANAGEMENT, LLC's portfolio at TUMWATER WEALTH MANAGEMENT, LLC has delivered returns of +20.80%. Their 3-year annualized return is +20.02%. Looking at the 5-year horizon, TUMWATER WEALTH MANAGEMENT, LLC has achieved +20.02% annualized returns at TUMWATER WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.80%
#0/1000
3 Year
+20.02%
#0/1000
5 Year
+20.02%
#0/1000

Portfolio Value

$248.64M

Alpha Score

18.3

#0 of 1000

Holdings

34

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change