Tumwater Wealth Management, LLC Portfolio Holdings

Tumwater Wealth Management, LLC

  • $225 Billion
  • Q3 2025

Tumwater Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $225 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $68.1B, Vanguard Total Stock Market Et with a value of $53.3B, Dimensional ETF Tr U S Target with a value of $35.2B, Dimensional ETF Trust with a value of $28.2B, and Vanguard Bd Index Fd Inc Inter with a value of $14.4B.

Examining the 13F form we can see an increase of $9.9B in the current position value, from $215B to 225B.

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 $225 Billion
ETFs: $118 Billion
Technology: $4.24 Billion
Energy: $2.59 Billion
Industrials: $1.12 Billion
Consumer Defensive: $813 Million
Communication Services: $703 Million
Utilities: $659 Million
Financial Services: $631 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.1 Billion 30.27% of portfolio
2,171,396
Q3 2025 Reduced 2.66%
$0
$53.3 Billion 23.66% of portfolio
162,340
Q3 2025 Reduced 2.57%
$0
$35.2 Billion 15.62% of portfolio
603,995
Q3 2025 Reduced 0.75%
Dimensional ETF Trust
-
$28.2 Billion 12.51% of portfolio
-
Q3 2025 Added 0.45%
$0
$14.4 Billion 6.4% of portfolio
184,515
Q3 2025 Added 0.34%
$0
$4.83 Billion 2.15% of portfolio
15,693
Q3 2025 Reduced 4.95%
$0
$3.76 Billion 1.67% of portfolio
84,116
Q3 2025 Reduced 0.66%
$0
$2.67 Billion 1.19% of portfolio
4,359
Q3 2025 Added 3.79%
$309B
$2.31 Billion 1.03% of portfolio
14,873
Q3 2025 Added 0.04%
$3.8T
$1.33 Billion 0.59% of portfolio
2,567
Q3 2025 Reduced 7.96%
$4.38T
$1.19 Billion 0.53% of portfolio
4,690
Q3 2025 Reduced 1.05%
$0
$937 Million 0.42% of portfolio
21,045
Q1 2025 Reduced 0.19%
$0
$841 Million 0.37% of portfolio
19,571
Q1 2025 Reduced 0.49%
$292B
$653 Million 0.29% of portfolio
1,369
Q3 2025 Added 0.07%
$6.49B
$659 Million 0.29% of portfolio
4,988
Q4 2024 New
$0
$634 Million 0.28% of portfolio
8,033
Q2 2025 Reduced 2.51%
$0
$551 Million 0.24% of portfolio
15,233
Q1 2025 Reduced 0.77%
$0
$490 Million 0.22% of portfolio
1,928
Q3 2025 Reduced 27.98%
$409B
$479 Million 0.21% of portfolio
518
Q4 2024 New
$258B
$471 Million 0.21% of portfolio
2,814
Q3 2025 Reduced 44.43%
$891B
$419 Million 0.19% of portfolio
1,327
Q4 2024 New
$1.37T
$370 Million 0.16% of portfolio
504
Q3 2025 Added 2.02%
$1.65T
$333 Million 0.15% of portfolio
1,371
Q3 2025 Reduced 45.16%
$278B
$334 Million 0.15% of portfolio
3,240
Q4 2024 New
$32B
$327 Million 0.15% of portfolio
1,870
Q3 2025 Reduced 5.22%
$0
$307 Million 0.14% of portfolio
9,348
Q4 2024 New
$163B
$323 Million 0.14% of portfolio
450
Q3 2025 New
$497B
$283 Million 0.13% of portfolio
2,512
Q3 2025 Reduced 1.84%
$474B
$262 Million 0.12% of portfolio
1,402
Q2 2025 New
$268B
$219 Million 0.1% of portfolio
1,310
Q3 2025 New
$172B
$213 Million 0.09% of portfolio
2,228
Q2 2025 New
$0
$214 Million 0.09% of portfolio
1,145
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $225 Billion
  • Prior Value $215 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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