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TUMWATER WEALTH MANAGEMENT, LLC
TUMWATER WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
TUMWATER WEALTH MANAGEMENT, LLC runs TUMWATER WEALTH MANAGEMENT, LLC and currently holds 33 stock positions, which is fewer than the average of 230 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%.
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33 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAX DIMENSIONAL ETF TRUST | 28.76% | $25.23 | $38.13 | +51.13% | Added +0.50% |
 VTI VANGUARD INDEX FDS | 22.22% | $291.69 | $378.25 | +29.68% | Added +0.96% |
 DFAT DIMENSIONAL ETF TRUST | 16.10% | $55.81 | $71.70 | +28.47% | Added +1.27% |
 DFLV DIMENSIONAL ETF TRUST | 12.97% | $30.40 | $42.02 | +38.22% | Added +1.33% |
 BIV VANGUARD BD INDEX FDS | 6.07% | $75.21 | $75.42 | +0.28% | Added +4.84% |
 DUSB DIMENSIONAL ETF TRUST | 3.55% | $50.66 | $50.73 | +0.14% | Added +4.83% |
 VV VANGUARD INDEX FDS | 1.95% | $269.70 | $352.59 | +30.73% | Trimmed -0.27% |
 DFUV DIMENSIONAL ETF TRUST | 1.60% | $40.92 | $57.42 | +40.32% | Trimmed -1.22% |
 VOO VANGUARD INDEX FDS | 1.15% | $547.25 | $703.77 | +28.60% | Added +1.05% |
 CVX CHEVRON CORPORATION | 0.85% | $144.83 | $205.26 | +41.72% | Added +0.04% |
Showing 1-10 of 33