Institutional Fund
Tumwater Wealth Management, LLC
Boise, IDCIK 20345795 filings on record
Portfolio Value
$248.64M
Q1 2026
Holdings
34
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+1.3%
from $245.37M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust29.3%
- Vanguard Index Fds21.2%
- Dimensional ETF Trust15.8%
- Dimensional ETF Trust12.9%
- Vanguard Bd Index Fds6.5%
- Dimensnl Ultrashrt Fixed3.8%
- Other10.5%
Portfolio Holdings
34 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.15M | $72.97M | 29.3% | −81.2K | Reduced |
| 2 | Vanguard Index Fds | 164.5K | $52.76M | 21.2% | +1.6K | Added |
| 3 | Dimensional ETF Trust | 628.7K | $39.26M | 15.8% | −2.4K | Reduced |
| 4 | Dimensional ETF Trust | 894.9K | $31.96M | 12.9% | +3.4K | Added |
| 5 | Vanguard Bd Index Fds | 208.7K | $16.10M | 6.5% | +12.8K | Added |
| 6 | Dimensnl Ultrashrt Fixed | 184.4K | $9.35M | 3.8% | +28.2K | Added |
| 7 | Vanguard Index Fds | 15.7K | $4.69M | 1.9% | 0 | Held |
| 8 | Dimensional ETF Trust | 81.2K | $3.94M | 1.6% | −2.8K | Reduced |
| 9 | Chevron Corp New | 14.2K | $2.93M | 1.2% | −702 | Reduced |
| 10 | Vanguard Index Fds | 4.6K | $2.74M | 1.1% | +120 | Added |
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