Tumwater Wealth Management, LLC - Portfolio overview

Tumwater Wealth Management, LLC has 38 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. DFAX - DIMENSIONAL ETF TRUST, 29.19%
2. VTI - VANGUARD INDEX FDS, 21.11%
3. DFAT - DIMENSIONAL ETF TRUST, 15.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.