Tumwater Wealth Management, LLC
Tumwater Wealth Management, LLC reported 33 positions worth $276.5M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: DFAX (28.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAX | SH | $79.5M | 28.76% | 2,158,889 | — | — | |
| ▸ 2 | VTI | SH | $61.4M | 22.22% | 166,053 | — | — | |
| ▸ 3 | DFAT | SH | $44.5M | 16.09% | 636,708 | — | — | |
| ▸ 4 | DFLV | SH | $35.9M | 12.97% | 906,834 | — | — | |
| ▸ 5 | BIV | SH | $16.8M | 6.07% | 218,749 | — | — | |
| ▸ 6 | DUSB | SH | $9.8M | 3.55% | 193,333 | — | — | |
| ▸ 7 | VV | SH | $5.4M | 1.95% | 15,651 | — | — | |
| ▸ 8 | DFUV | SH | $4.4M | 1.60% | 80,243 | — | — | |
| ▸ 9 | VOO | SH | $3.2M | 1.15% | 4,631 | — | — | |
| ▸ 10 | CVX | SH | $2.4M | 0.85% | 14,182 | — | — |
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Frequently Asked Questions
What stocks does Tumwater Wealth Management, LLC hold as of Q2 2026?
Tumwater Wealth Management, LLC reported 33 positions worth $276.5M in its Q2 2026 13F filing. Largest positions: DFAX (28.8%), VTI (22.2%), DFAT (16.1%), DFLV (13.0%) and BIV (6.1%).
What did Tumwater Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Tumwater Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.