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The Analysis of Tumwater Wealth Management, LLC's Holdings & P&L

Currently, Tumwater Wealth Management, LLC holds 34 types of securities in its portfolio with a total value $248.6M. In the most recent quarter, they have increased their positions in DUSB (+28.2K shares, valued at $1.4M), BIV (+12.8K shares, valued at $986.4K), VTI (+1.6K shares, valued at $512.3K); decreased their positions in DFAX (-81.2K shares, valued at $2.8M), DFAT (-2.4K shares, valued at $146.9K), CVX (-702 shares, valued at $145.2K); initiated new positions in N/A (+600 shares, valued at $235.1K), VDE (+1.2K shares, valued at $209.4K).

1M P&L

+7.1M+2.73%

3M P&L

+8.0M+3.07%

HY P&L

+33.3M+14.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A235.4M

95.8%

2Oil & Gas Integrated3.4M

1.4%

3Software - Infrastructure1.2M

0.5%

Top Industries by Stock Count

1N/A16 stocks

50.0%

2Oil & Gas Integrated2 stocks

6.3%

3Discount Stores2 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAX DIMENSIONAL ETF TRUST2.1M shares-3.64%2026-03-312026-04-21

VTI VANGUARD INDEX FDS164.5K shares0.98%2026-03-312026-04-21

DFAT DIMENSIONAL ETF TRUST628.7K shares-0.37%2026-03-312026-04-21

DFLV DIMENSIONAL ETF TRUST894.9K shares0.38%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS208.7K shares6.52%2026-03-312026-04-21

DUSB DIMENSIONAL ETF TRUST184.4K shares18.06%2026-03-312026-04-21

VV VANGUARD INDEX FDS15.7K shares0.00%2026-03-312026-04-21

DFUV DIMENSIONAL ETF TRUST81.2K shares-3.30%2026-03-312026-04-21

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CVX CHEVRON CORPORATION14.2K shares-4.72%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS4.6K shares2.69%2026-03-312026-04-21

AAPL APPLE INC4.3K shares-1.18%2026-03-312026-04-21

CAT CATERPILLAR INC1.4K shares3.36%2026-03-312026-04-21

FNDC SCHWAB STRATEGIC TR21.0K shares0.00%2026-03-312026-04-21

FNDF SCHWAB STRATEGIC TR19.6K shares0.00%2026-03-312026-04-21

MSFT MICROSOFT CORP2.4K shares-1.48%2026-03-312026-04-21

IDA IDACORP INC5.0K shares-0.14%2026-03-312026-04-21

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BSV VANGUARD BD INDEX FDS8.4K shares0.00%2026-03-312026-04-21

FNDE SCHWAB STRATEGIC TR15.2K shares0.00%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION505 shares-2.51%2026-03-312026-04-21

VB VANGUARD INDEX FDS1.7K shares-13.10%2026-03-312026-04-21

XOM EXXON MOBIL CORP2.5K shares0.20%2026-03-312026-04-21

WMT WALMART INC3.2K shares0.00%2026-03-312026-04-21

KEYS KEYSIGHT TECHNOLOGIES INC1.4K shares0.00%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO1.3K shares0.00%2026-03-312026-04-21

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ORCL ORACLE CORP2.1K shares-0.96%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC5.1K shares0.00%2026-03-312026-04-21

DFIC DIMENSIONAL ETF TRUST8.3K shares0.00%2026-03-312026-04-21

META META PLATFORMS INC506 shares0.40%2026-03-312026-04-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL600 sharesnew addition2026-03-312026-04-21

NVDA NVIDIA CORPORATION1.3K shares1.61%2026-03-312026-04-21

VTV VANGUARD INDEX FDS1.1K shares-0.72%2026-03-312026-04-21

AMZN AMAZON COM INC1.0K shares0.49%2026-03-312026-04-21

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SCHW SCHWAB CHARLES CORP2.2K shares0.00%2026-03-312026-04-21

VDE VANGUARD WORLD FD1.2K sharesnew addition2026-03-312026-04-21

DFAX

DIMENSIONAL ETF TRUST

-3.64%

Shares2.1M

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

0.98%

Shares164.5K

Event2026-03-31

Filed2026-04-21

DFAT

DIMENSIONAL ETF TRUST

-0.37%

Shares628.7K

Event2026-03-31

Filed2026-04-21

DFLV

DIMENSIONAL ETF TRUST

0.38%

Shares894.9K

Event2026-03-31

Filed2026-04-21

BIV

VANGUARD BD INDEX FDS

6.52%

Shares208.7K

Event2026-03-31

Filed2026-04-21

DUSB

DIMENSIONAL ETF TRUST

18.06%

Shares184.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-21

DFUV

DIMENSIONAL ETF TRUST

-3.30%

Shares81.2K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-4.72%

Shares14.2K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

2.69%

Shares4.6K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-1.18%

Shares4.3K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

3.36%

Shares1.4K

Event2026-03-31

Filed2026-04-21

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares21.0K

Event2026-03-31

Filed2026-04-21

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares19.6K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-1.48%

Shares2.4K

Event2026-03-31

Filed2026-04-21

IDA

IDACORP INC

-0.14%

Shares5.0K

Event2026-03-31

Filed2026-04-21

BSV

VANGUARD BD INDEX FDS

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-21

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

-2.51%

Shares505

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-13.10%

Shares1.7K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

0.20%

Shares2.5K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

-0.96%

Shares2.1K

Event2026-03-31

Filed2026-04-21

FCX

FREEPORT MCMORAN INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-21

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-21