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Disclosery

13F-HR filed by Tumwater Wealth Management, LLC

Tumwater Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-12, with 37 holding rows worth $215,238,528.

Accession
0001667731-25-001098
Filer
CIK 2034579
Filed
2025-08-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 37 entries on the cover page, a total value of $215,238,528 stated on the cover page (in dollars after the unit check, H1), rows summing to $215,238,528 with VALUE read as dollars as filed, 13F file number 028-24860. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE2,230,808$65,518,831dollars as filed
VTI922908769COM166,629$50,643,552dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU608,546$32,837,149dollars as filed
Dimensional US Large Cap Value ETF25434V666SHS852,008$26,429,288dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS183,884$14,221,589dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF16,510$4,710,303dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE84,677$3,580,144dollars as filed
Vanguard S&P 500 ETF922908363COM4,200$2,385,726dollars as filed
Chevron Corporation166764100COM14,867$2,128,869dollars as filed
Microsoft Corp594918104COM2,789$1,387,394dollars as filed
Apple Inc037833100COM4,740$972,495dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL21,045$884,942dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL19,571$783,231dollars as filed
Raytheon Technologies Corporation75513E101COM5,064$739,381dollars as filed
Vanguard Small-Cap ETF922908751SHS2,677$634,395dollars as filed
Vanguard Short-Term Bond ETF921937827SHS8,033$632,197dollars as filed
IDACORP INC451107106COM4,988$575,865dollars as filed
Caterpillar Inc.149123101COM1,368$530,899dollars as filed
Costco Wholesale Corporation22160K105COM518$512,803dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS15,233$502,841dollars as filed
Oracle Corporation68389X105COM2,077$454,095dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,500$440,575dollars as filed
JPMorgan Chase & Co46625H100COM1,327$384,711dollars as filed
META PLATFORMS INC CL A30303M102COM494$364,249dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock1,973$323,296dollars as filed
Walmart Inc.931142103COM3,240$316,807dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY9,348$290,629dollars as filed
EXXON MOBIL CORP30231G102COM2,559$275,887dollars as filed
Amazon.com, Inc023135106COM1,089$238,928dollars as filed
VANGUARD WORLD FD92204A603INDUSTRIAL ETF802$224,616dollars as filed
NVIDIA Corp67066G104COM1,402$221,502dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock5,085$220,435dollars as filed
Charles Schwab Corp808513105COM2,228$203,283dollars as filed
Vanguard Energy ETF92204A306SHS1,706$203,219dollars as filed
Vanguard Value ETF922908744SHS1,145$202,367dollars as filed
Vanguard Materials ETF92204A801SHS1,032$201,065dollars as filed
NORTHERN DYNASTY MINERALS LTD COM NEW66510M204Stock45,500$60,970dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-001098this filing2025-08-12acceptance time not in the bulk data set