Data as of Q4 2025 (Dec 31, 2025)

Tumwater Wealth Management, LLC

•CIK: 2034579•Filing: Q4 2025

**Tumwater Wealth Management, LLC** manages $245M across a portfolio of 35 distinct positions. The firm exhibits significant concentration in select names, notably holding DFAX at $73.0M and VTI at $54.6M. Further substantial allocations include DFAT ($37.6M) and DFLV ($30.5M), indicating a focused, large-cap tilt. This structure suggests a conviction-driven approach emphasizing established market leaders.

Total AUM
$245.4M
QoQ Performance
+9.0%
Positions
23
Top 10 Concentration
94.8%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAX
VTI
DFAT
DFLV
BIV
DFAX29.7%
VTI22.3%
DFAT15.3%
DFLV12.4%
BIV6.2%
DUSB3.2%
VV2.0%
DFUV1.6%

📈 Biggest Buys

DUSB
DIMENSIONAL ETF TRUST
NEW
3.2% of portfolio
DFAX
DIMENSIONAL ETF TRUST
+2.7%
29.7% of portfolio
DFAT
DIMENSIONAL ETF TRUST
+4.5%
15.3% of portfolio
DFLV
DIMENSIONAL ETF TRUST
+4.2%
12.4% of portfolio
BIV
VANGUARD BD INDEX FDS
+6.2%
6.2% of portfolio

📉 Biggest Sells

KEYS
KEYSIGHT TECHNOLOGIES INC
-25.5%
0.1% of portfolio
AAPL
APPLE INC
-6.4%
0.5% of portfolio
MSFT
MICROSOFT CORP
-5.5%
0.5% of portfolio
DFIC
DIMENSIONAL ETF TRUST
-11.2%
0.1% of portfolio
NVDA
NVIDIA CORPORATION
-11.4%
0.1% of portfolio

Sector Breakdown

Other95.9%
Technology1.5%
ETF1.1%
Industrial0.5%
Consumer0.4%
Financial0.3%
Energy0.1%
Materials0.1%

🚪 Exited Positionssold since Q3 2025

APP
APPLOVIN CORP
SOLD
$323.3K

Changes from Q3 2025

NEW3 new positions
↑11 increased
↓8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

DFAX29.7%
DIMENSIONAL ETF TRUST
$73.0M
VTI22.3%
VANGUARD INDEX FDS
$54.6M
DFAT15.3%
DIMENSIONAL ETF TRUST
$37.6M
DFLV12.4%
DIMENSIONAL ETF TRUST
$30.5M
BIV6.2%
VANGUARD BD INDEX FDS
$15.3M

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