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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 2025-12-31, filed 2026-01-29, with 35 holding rows worth $245,371,907.

Accession
0002085853-26-000142
Filer
CIK 2034579
Filed
2026-01-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 35 entries on the cover page, a total value of $245,371,907 stated on the cover page (in dollars after the unit check, H1), rows summing to $245,371,907 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 CORE2,229,430$72,969,244dollars as filed
VTI922908769COM162,871$54,605,760dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU631,087$37,574,920dollars as filed
Dimensional US Large Cap Value ETF25434V666SHS891,486$30,497,736dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS195,871$15,254,433dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED156,210$7,912,037dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF15,693$4,940,156dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE84,002$3,913,653dollars as filed
Vanguard S&P 500 ETF922908363COM4,463$2,798,881dollars as filed
Chevron Corporation166764100COM14,879$2,267,726dollars as filed
Apple Inc037833100COM4,392$1,193,901dollars as filed
Microsoft Corp594918104COM2,425$1,172,779dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL21,045$937,555dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL19,571$884,805dollars as filed
Caterpillar Inc.149123101COM1,369$784,529dollars as filed
Vanguard Short-Term Bond ETF921937827SHS8,421$663,659dollars as filed
IDACORP INC451107106COM4,988$631,281dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS15,233$549,302dollars as filed
Raytheon Technologies Corporation75513E101COM2,825$518,128dollars as filed
Vanguard Small-Cap ETF922908751SHS1,962$506,098dollars as filed
Costco Wholesale Corporation22160K105COM518$446,704dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,371$429,123dollars as filed
JPMorgan Chase & Co46625H100COM1,327$427,586dollars as filed
Oracle Corporation68389X105COM2,077$404,828dollars as filed
Micron Technology,Inc.595112103COM1,270$362,471dollars as filed
Walmart Inc.931142103COM3,240$360,968dollars as filed
META PLATFORMS INC CL A30303M102COM504$332,802dollars as filed
EXXON MOBIL CORP30231G102COM2,517$302,955dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY8,300$286,018dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock1,393$283,044dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock5,085$258,267dollars as filed
Amazon.com, Inc023135106COM1,011$233,372dollars as filed
NVIDIA Corp67066G104COM1,242$231,633dollars as filed
Charles Schwab Corp808513105COM2,228$222,599dollars as filed
Vanguard Value ETF922908744SHS1,115$212,954dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002085853-26-000142this filing2026-01-29acceptance time not in the bulk data set