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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 2026-03-31, filed 2026-04-21, with 34 holding rows worth $248,641,449.

Accession
0002085853-26-000434
Filer
CIK 2034579
Filed
2026-04-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 34 entries on the cover page, a total value of $248,641,449 stated on the cover page (in dollars after the unit check, H1), rows summing to $248,641,449 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 CORE2,148,190$72,974,014dollars as filed
VTI922908769COM164,468$52,762,979dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU628,735$39,264,501dollars as filed
Dimensional US Large Cap Value ETF25434V666SHS894,899$31,956,843dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS208,651$16,103,684dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED184,420$9,351,938dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF15,693$4,689,853dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE81,230$3,936,406dollars as filed
Chevron Corporation166764100COM14,177$2,933,251dollars as filed
Vanguard S&P 500 ETF922908363COM4,583$2,738,572dollars as filed
Apple Inc037833100COM4,340$1,101,530dollars as filed
Caterpillar Inc.149123101COM1,415$1,002,558dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL21,045$975,646dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL19,571$957,609dollars as filed
Microsoft Corp594918104COM2,389$884,339dollars as filed
IDACORP INC451107106COM4,981$712,134dollars as filed
Vanguard Short-Term Bond ETF921937827SHS8,421$660,291dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS15,233$582,815dollars as filed
Costco Wholesale Corporation22160K105COM505$503,211dollars as filed
Vanguard Small-Cap ETF922908751SHS1,705$446,574dollars as filed
EXXON MOBIL CORP30231G102COM2,522$427,926dollars as filed
Walmart Inc.931142103COM3,240$402,667dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock1,393$393,341dollars as filed
JPMorgan Chase & Co46625H100COM1,327$390,350dollars as filed
Oracle Corporation68389X105COM2,057$302,605dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock5,085$298,896dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY8,300$294,899dollars as filed
META PLATFORMS INC CL A30303M102COM506$289,296dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS600$235,056dollars as filed
NVIDIA Corp67066G104COM1,262$220,093dollars as filed
Vanguard Value ETF922908744SHS1,107$217,193dollars as filed
Amazon.com, Inc023135106COM1,016$211,614dollars as filed
Charles Schwab Corp808513105COM2,228$209,387dollars as filed
Vanguard Energy ETF92204A306SHS1,210$209,378dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002085853-26-000434this filing2026-04-21acceptance time not in the bulk data set