Tumwater Wealth Management, LLC

Boise, ID · CIK 2034579 · 13F filing filed 2026-07-20

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBoise, ID

$276.5m reported value +11.2% vs Q1 2026

33positions

95.2%in top 10

2 new 13 added 2 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	2,158,889	$79.5m28.76%	28.76%	Added +10.7k	+10,699 0.5%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	166,053	$61.4m22.22%	22.22%	Added +1.6k	+1,585 1.0%
3	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	636,708	$44.5m16.10%	16.10%	Added +8.0k	+7,973 1.3%
4	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	906,834	$35.9m12.97%	12.97%	Added +11.9k	+11,935 1.3%
5	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	218,749	$16.8m6.07%	6.07%	Added +10.1k	+10,098 4.8%
6	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	193,333	$9.8m3.55%	3.55%	Added +8.9k	+8,913 4.8%
7	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	15,651	$5.4m1.95%	1.95%	Reduced -42	-42 -0.3%
8	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	80,243	$4.4m1.60%	1.60%	Reduced -987	-987 -1.2%
9	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,631	$3.2m1.15%	1.15%	Added +48	+48 1.1%
10	CHEVRON CORP NEW COM CVX	CVX	14,182	$2.4m0.85%	0.85%	Added +5	+5 0.0%
11	CATERPILLAR INC COM CAT	CAT	1,416	$1.5m0.55%	0.55%	Added +1	+1 0.1%
12	APPLE INC COM AAPL	AAPL	4,827	$1.4m0.51%	0.51%	Added +487	+487 11.2%
13	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	19,571	$1.0m0.37%	0.37%	Unchanged
14	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDC	FNDC	21,045	$1.0m0.37%	0.37%	Unchanged
15	MICROSOFT CORP COM MSFT	MSFT	2,389	$891.2k0.32%	0.32%	Unchanged
16	IDACORP INC COM IDA	IDA	4,981	$753.6k0.27%	0.27%	Unchanged
17	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	8,655	$674.3k0.24%	0.24%	Added +234	+234 2.8%
18	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	15,233	$604.4k0.22%	0.22%	Unchanged
19	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	600	$579.0k0.21%	0.21%	Unchanged
20	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,750	$530.5k0.19%	0.19%	Added +45	+45 2.6%
21	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	1,393	$487.6k0.18%	0.18%	Unchanged
22	COSTCO WHSL CORP NEW COM COST	COST	505	$472.4k0.17%	0.17%	Unchanged
23	JPMORGAN CHASE & CO COM JPM	JPM	1,327	$434.4k0.16%	0.16%	Unchanged
24	WALMART INC COM WMT	WMT	3,240	$367.0k0.13%	0.13%	Unchanged
25	EXXON MOBIL CORP COM XOM	XOM	2,527	$345.5k0.12%	0.12%	Added +5	+5 0.2%
26	FREEPORT-MCMORAN INC CL B FCX	FCX	5,085	$319.8k0.12%	0.12%	Unchanged
27	MICRON TECHNOLOGY INC COM MU	MU	272	$314.0k0.11%	0.11%	New
28	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	8,300	$309.3k0.11%	0.11%	Unchanged
29	ORACLE CORP COM ORCL	ORCL	2,057	$301.5k0.11%	0.11%	Unchanged
30	NVIDIA CORPORATION COM NVDA	NVDA	1,262	$252.5k0.09%	0.09%	Unchanged
31	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,107	$241.2k0.09%	0.09%	Unchanged
32	SCHWAB CHARLES CORP COM SCHW	SCHW	2,228	$205.6k0.07%	0.07%	Unchanged
33	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	5,338	$202.6k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
META PLATFORMS INC META	META	506	$289.3k506 shares
AMAZON COM INC AMZN	AMZN	1,016	$211.6k1.0k shares
VANGUARD WORLD FD VDE	VDE	1,210	$209.4k1.2k shares