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Tumwater Wealth Management, LLC

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13F filer, CIK 2034579, Boise, ID

Tumwater Wealth Management, LLC reported $276,515,416 across 33 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-20. Its ten largest share positions make up 95.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000783

Period
2026-06-30
Reported value
$277M
Holdings
33
Top 10 weight
95.21%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BIVadded+10,098$775K
VTIadded+1,585$587K
DFATadded+7,973$557K
DFLVadded+11,935$472K
DUSBadded+8,913$453K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
METAexited-506-$289K
AMZNexited-1,016-$212K
VDEexited-1,210-$209K
DFUVreduced-987-$54.3K
VVreduced-42-$14.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002085853-26-000783, largest first. % of portfolio is the value over $276,515,416, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,149,170 shares; 2025Q1: 2,185,457 shares; 2025Q2: 2,230,808 shares; 2025Q3: 2,171,396 shares; 2025Q4: 2,229,430 shares; 2026Q1: 2,148,190 shares; 2026Q2: 2,158,889 shares 2,158,889$79.5M28.76%+10,699Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 158,622 shares; 2025Q1: 158,536 shares; 2025Q2: 166,629 shares; 2025Q3: 162,340 shares; 2025Q4: 162,871 shares; 2026Q1: 164,468 shares; 2026Q2: 166,053 shares 166,053$61.4M22.22%+1,585Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 551,592 shares; 2025Q1: 563,732 shares; 2025Q2: 608,546 shares; 2025Q3: 603,995 shares; 2025Q4: 631,087 shares; 2026Q1: 628,735 shares; 2026Q2: 636,708 shares 636,708$44.5M16.1%+7,973Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 798,335 shares; 2025Q1: 812,329 shares; 2025Q2: 852,008 shares; 2025Q3: 855,854 shares; 2025Q4: 891,486 shares; 2026Q1: 894,899 shares; 2026Q2: 906,834 shares 906,834$35.9M12.97%+11,935Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 176,017 shares; 2025Q1: 184,162 shares; 2025Q2: 183,884 shares; 2025Q3: 184,515 shares; 2025Q4: 195,871 shares; 2026Q1: 208,651 shares; 2026Q2: 218,749 shares 218,749$16.8M6.07%+10,098Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156,210 shares; 2026Q1: 184,420 shares; 2026Q2: 193,333 shares 193,333$9.82M3.55%+8,913Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,570 shares; 2025Q1: 16,510 shares; 2025Q2: 16,510 shares; 2025Q3: 15,693 shares; 2025Q4: 15,693 shares; 2026Q1: 15,693 shares; 2026Q2: 15,651 shares 15,651$5.38M1.95%-42Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84,677 shares; 2025Q1: 84,677 shares; 2025Q2: 84,677 shares; 2025Q3: 84,116 shares; 2025Q4: 84,002 shares; 2026Q1: 81,230 shares; 2026Q2: 80,243 shares 80,243$4.41M1.6%-987Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,191 shares; 2025Q1: 4,062 shares; 2025Q2: 4,200 shares; 2025Q3: 4,359 shares; 2025Q4: 4,463 shares; 2026Q1: 4,583 shares; 2026Q2: 4,631 shares 4,631$3.18M1.15%+48Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,606 shares; 2025Q1: 14,611 shares; 2025Q2: 14,867 shares; 2025Q3: 14,873 shares; 2025Q4: 14,879 shares; 2026Q1: 14,177 shares; 2026Q2: 14,182 shares 14,182$2.35M0.85%+5Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,266 shares; 2025Q1: 1,317 shares; 2025Q2: 1,368 shares; 2025Q3: 1,369 shares; 2025Q4: 1,369 shares; 2026Q1: 1,415 shares; 2026Q2: 1,416 shares 1,416$1.51M0.55%+1Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,139 shares; 2025Q1: 5,140 shares; 2025Q2: 4,740 shares; 2025Q3: 4,690 shares; 2025Q4: 4,392 shares; 2026Q1: 4,340 shares; 2026Q2: 4,827 shares 4,827$1.4M0.51%+487Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,667 shares; 2025Q1: 19,571 shares; 2025Q2: 19,571 shares; 2025Q3: 19,571 shares; 2025Q4: 19,571 shares; 2026Q1: 19,571 shares; 2026Q2: 19,571 shares 19,571$1.03M0.37%0Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,086 shares; 2025Q1: 21,045 shares; 2025Q2: 21,045 shares; 2025Q3: 21,045 shares; 2025Q4: 21,045 shares; 2026Q1: 21,045 shares; 2026Q2: 21,045 shares 21,045$1.02M0.37%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,924 shares; 2025Q1: 2,825 shares; 2025Q2: 2,789 shares; 2025Q3: 2,567 shares; 2025Q4: 2,425 shares; 2026Q1: 2,389 shares; 2026Q2: 2,389 shares 2,389$891K0.32%0Timeline
IDAIDACORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,988 shares; 2025Q1: 4,988 shares; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares; 2025Q4: 4,988 shares; 2026Q1: 4,981 shares; 2026Q2: 4,981 shares 4,981$754K0.27%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,726 shares; 2025Q1: 8,240 shares; 2025Q2: 8,033 shares; 2025Q3: 8,033 shares; 2025Q4: 8,421 shares; 2026Q1: 8,421 shares; 2026Q2: 8,655 shares 8,655$674K0.24%+234Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,351 shares; 2025Q1: 15,233 shares; 2025Q2: 15,233 shares; 2025Q3: 15,233 shares; 2025Q4: 15,233 shares; 2026Q1: 15,233 shares; 2026Q2: 15,233 shares 15,233$604K0.22%0Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600$579K0.21%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,635 shares; 2025Q1: 2,621 shares; 2025Q2: 2,677 shares; 2025Q3: 1,928 shares; 2025Q4: 1,962 shares; 2026Q1: 1,705 shares; 2026Q2: 1,750 shares 1,750$530K0.19%+45Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,973 shares; 2025Q1: 1,973 shares; 2025Q2: 1,973 shares; 2025Q3: 1,870 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,393 shares 1,393$488K0.18%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505$472K0.17%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares; 2026Q1: 1,327 shares; 2026Q2: 1,327 shares 1,327$434K0.16%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 3,240 shares; 2025Q3: 3,240 shares; 2025Q4: 3,240 shares; 2026Q1: 3,240 shares; 2026Q2: 3,240 shares 3,240$367K0.13%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,548 shares; 2025Q1: 2,553 shares; 2025Q2: 2,559 shares; 2025Q3: 2,512 shares; 2025Q4: 2,517 shares; 2026Q1: 2,522 shares; 2026Q2: 2,527 shares 2,527$345K0.12%+5Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,085 shares; 2025Q3: not reported; 2025Q4: 5,085 shares; 2026Q1: 5,085 shares; 2026Q2: 5,085 shares 5,085$320K0.12%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,310 shares; 2025Q4: 1,270 shares; 2026Q1: not reported; 2026Q2: 272 shares 272$314K0.11%newTimeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,348 shares; 2025Q1: 9,348 shares; 2025Q2: 9,348 shares; 2025Q3: 9,348 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300$309K0.11%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares; 2026Q1: 2,057 shares; 2026Q2: 2,057 shares 2,057$301K0.11%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,242 shares; 2026Q1: 1,262 shares; 2026Q2: 1,262 shares 1,262$253K0.09%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,115 shares; 2026Q1: 1,107 shares; 2026Q2: 1,107 shares 1,107$241K0.09%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,228 shares; 2025Q3: 2,228 shares; 2025Q4: 2,228 shares; 2026Q1: 2,228 shares; 2026Q2: 2,228 shares 2,228$206K0.07%0Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,338 shares 5,338$203K0.07%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
METAMETA PLATFORMS INC506$289Kshares
AMZNAMAZON COM INC1,016$212Kshares
VDEVANGUARD WORLD FD1,210$209Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-26-000783 base2026-07-20acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002085853-26-000783 Quarter ended 2026-06-302026-07-20acceptance time not in the bulk data set
13F-HR 0002085853-26-000434 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-HR 0002085853-26-000142 Quarter ended 2025-12-312026-01-29acceptance time not in the bulk data set
13F-HR 0002085853-25-000256 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0001667731-25-001098 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0001667731-25-000642 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001667731-25-000228 Quarter ended 2024-12-312025-02-10acceptance time not in the bulk data set