Tumwater Wealth Management, LLC - Portfolio Stock Holdings
Tumwater Wealth Management, LLC disclosed 36 stock positions in a recent SEC 13F filing. $276,510,916 of stock holdings were filed, with the largest holdings including DFAX, VTI, and DFAT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $406,568,048 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
36Est. Stock Holding Value:
$276,510,916Top Stock Holdings By Sector
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Portfolio Stock Holdings - Tumwater Wealth Management, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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