Tumwater Wealth Management
Tumwater Wealth Management reported 33 stocks worth $277M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are DFAX (28.8%), VTI (22.2%) and Dimensional U S Targeted (16.1%). Compared with Q1 2026, the fund opened new positions in MU and CGBL, added to DFAX, VTI and DFLV, trimmed VV and DFUV and sold out of META, AMZN and VDE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAX Dimensional ETF Trust | $79.5M | 28.8% | 2.2M | +11K (+0%) | 7 of 7 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $61.4M | 22.2% | 166K | +1,585 (+1%) | 7 of 7 | |
| 3 | DIMENSIONAL U S TARGETED | $44.5M | 16.1% | 637K | +7,973 (+1%) | 7 of 7 | |
| 4 |  DFLV Dimensional ETF Trust | $35.9M | 13.0% | 907K | +12K (+1%) | 7 of 7 | |
| 5 |  BIV Vanguard Intermediate | $16.8M | 6.1% | 219K | +10K (+5%) | 7 of 7 | |
| 6 |  DUSB Dimensnl Ultrashrt Fixed | $9.8M | 3.5% | 193K | +8,913 (+5%) | 3 of 7 | |
| 7 |  VV Vanguard Large Cap ETF | $5.4M | 1.9% | 16K | −42 (−0%) | 7 of 7 | |
| 8 |  DFUV Dimensional US Marketwide Value ETF | $4.4M | 1.6% | 80K | −987 (−1%) | 7 of 7 | |
| 9 |  VOO Vanguard S&P 500 ETF | $3.2M | 1.1% | 4,631 | +48 (+1%) | 7 of 7 | |
| 10 |  CVX Chevron Corp New | $2.4M | 0.8% | 14K | No change | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 20, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tumwater Wealth Management 13F FAQ
What does Tumwater Wealth Management own?
Tumwater Wealth Management reported 33 stocks worth $277M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are DFAX (28.8%), VTI (22.2%) and Dimensional U S Targeted (16.1%). The table above lists every position in the filing (the top 10 without an account).
What did Tumwater Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 11 added to, 2 trimmed and 3 sold out. New positions include MU and CGBL. It sold all of META, AMZN and VDE.
When will Tumwater Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tumwater Wealth Management's portfolio worth?
The Q2 2026 filing reports $277M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.