Tumwater Wealth Management, LLC Portfolio Holdings

Tumwater Wealth Management, LLC

  • $192 Billion
  • Q1 2025

Tumwater Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $57.3B, Vanguard Total Stock Market Et with a value of $43.6B, Dimensional ETF Tr U S Target with a value of $29B, Dimensional ETF Trust with a value of $24.8B, and Vanguard Bd Index Fd Inc Inter with a value of $14.1B.

Examining the 13F form we can see an increase of $1.02B in the current position value, from $191B to 192B.

Tumwater Wealth Management, LLC is based out at Boise, ID

Below you can find more details about Tumwater Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
ETFs: $100 Billion
Technology: $2.79 Billion
Energy: $2.75 Billion
Industrials: $1.1 Billion
Consumer Defensive: $774 Million
Communication Services: $671 Million
Utilities: $580 Million
Financial Services: $326 Million
Other: $256 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.3 Billion 29.87% of portfolio
2,185,457
Q1 2025 Added 1.69%
$0
$43.6 Billion 22.73% of portfolio
158,536
Q1 2025 Reduced 0.05%
$0
$29 Billion 15.14% of portfolio
563,732
Q1 2025 Added 2.2%
Dimensional ETF Trust
-
$24.8 Billion 12.95% of portfolio
-
Q1 2025 Added 1.75%
$0
$14.1 Billion 7.36% of portfolio
184,162
Q1 2025 Added 4.63%
$0
$4.24 Billion 2.21% of portfolio
16,510
Q1 2025 Reduced 0.36%
$0
$3.49 Billion 1.82% of portfolio
84,677
Q4 2024 New
$268B
$2.44 Billion 1.28% of portfolio
14,611
Q1 2025 Added 0.03%
$0
$2.09 Billion 1.09% of portfolio
4,062
Q1 2025 Reduced 3.08%
$3.23T
$1.14 Billion 0.6% of portfolio
5,140
Q1 2025 Added 0.02%
$3.43T
$1.06 Billion 0.55% of portfolio
2,825
Q1 2025 Reduced 3.39%
$0
$762 Million 0.4% of portfolio
21,045
Q1 2025 Reduced 0.19%
$0
$707 Million 0.37% of portfolio
19,571
Q1 2025 Reduced 0.49%
$201B
$668 Million 0.35% of portfolio
5,039
Q1 2025 Added 0.46%
$0
$645 Million 0.34% of portfolio
8,240
Q1 2025 Reduced 35.25%
$6.01B
$580 Million 0.3% of portfolio
4,988
Q4 2024 New
$460B
$490 Million 0.26% of portfolio
518
Q4 2024 New
$0
$469 Million 0.24% of portfolio
15,233
Q1 2025 Reduced 0.77%
$184B
$434 Million 0.23% of portfolio
1,317
Q1 2025 Added 4.03%
$1.03T
$387 Million 0.2% of portfolio
2,500
Q4 2024 New
$774B
$326 Million 0.17% of portfolio
1,327
Q4 2024 New
$426B
$304 Million 0.16% of portfolio
2,553
Q1 2025 Added 0.2%
$446B
$290 Million 0.15% of portfolio
2,077
Q4 2024 New
$28.1B
$295 Million 0.15% of portfolio
1,973
Q4 2024 New
$1.45T
$284 Million 0.15% of portfolio
493
Q1 2025 Added 13.86%
$268B
$284 Million 0.15% of portfolio
3,240
Q4 2024 New
$0
$260 Million 0.14% of portfolio
9,348
Q4 2024 New
$0
$221 Million 0.12% of portfolio
1,703
Q1 2025 Reduced 0.06%
$2.09T
$207 Million 0.11% of portfolio
1,087
Q1 2025 Added 10.24%
$0
$206 Million 0.11% of portfolio
780
Q1 2025 New
$556M
$48.9 Million 0.03% of portfolio
42,500
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $192 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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