Tumwater Wealth Management, LLC Portfolio Holdings

Tumwater Wealth Management, LLC

  • $215 Billion
  • Q2 2025

Tumwater Wealth Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $215 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $65.5B, Vanguard Total Stock Market Et with a value of $50.6B, Dimensional ETF Tr U S Target with a value of $32.8B, Dimensional ETF Trust with a value of $26.4B, and Vanguard Bd Index Fd Inc Inter with a value of $14.2B.

Examining the 13F form we can see an increase of $23.5B in the current position value, from $192B to 215B.

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 $215 Billion
ETFs: $113 Billion
Technology: $3.36 Billion
Energy: $2.4 Billion
Industrials: $1.27 Billion
Consumer Defensive: $830 Million
Communication Services: $805 Million
Financial Services: $588 Million
Utilities: $576 Million
Other: $520 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$302B
$2.13 Billion 0.99% of portfolio
14,867
Q2 2025 Added 1.75%
$3.95T
$1.39 Billion 0.64% of portfolio
2,789
Q2 2025 Reduced 1.27%
$3.69T
$972 Million 0.45% of portfolio
4,740
Q2 2025 Reduced 7.78%
$229B
$739 Million 0.34% of portfolio
5,064
Q2 2025 Added 0.5%
$218B
$531 Million 0.25% of portfolio
1,368
Q2 2025 Added 3.87%
$439B
$513 Million 0.24% of portfolio
518
Q4 2024 New
$684B
$454 Million 0.21% of portfolio
2,077
Q4 2024 New
$1.21T
$441 Million 0.2% of portfolio
2,500
Q4 2024 New
$859B
$385 Million 0.18% of portfolio
1,327
Q4 2024 New
$1.78T
$364 Million 0.17% of portfolio
494
Q2 2025 Added 0.2%
$281B
$317 Million 0.15% of portfolio
3,240
Q4 2024 New
$442B
$276 Million 0.13% of portfolio
2,559
Q2 2025 Added 0.24%
$2.26T
$239 Million 0.11% of portfolio
1,089
Q2 2025 Added 0.18%
$456B
$222 Million 0.1% of portfolio
1,402
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $215 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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