Tumwater Wealth Management, LLC Portfolio Holdings

Tumwater Wealth Management, LLC

  • $191 Billion
  • Q4 2024

Tumwater Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $191 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $53.4B, Vanguard Total Stock Market Et with a value of $46B, Dimensional ETF Tr U S Target with a value of $30.7B, Dimensional ETF Trust with a value of $24B, and Vanguard Bd Index Fd Inc Inter with a value of $13.2B.

Examining the 13F form we can see an increase of $191B in the current position value.

Tumwater Wealth Management, LLC is based out at Boise, ID

Below you can find more details about Tumwater Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $191 Billion
ETFs: $104 Billion
Technology: $3.18 Billion
Energy: $2.39 Billion
Industrials: $1.04 Billion
Consumer Defensive: $767 Million
Communication Services: $727 Million
Utilities: $545 Million
Financial Services: $318 Million
Other: $216 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$189B
$580 Million 0.3% of portfolio
5,016
Q4 2024 New
$192B
$459 Million 0.24% of portfolio
1,266
Q4 2024 New
$31.7B
$317 Million 0.17% of portfolio
1,973
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $191 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 31 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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