Tumwater Wealth Management, LLC ETF holdings
Boise, ID
Reported $265.5M in 17 ETFs in its Form 13F for June 30, 2026.
ETF value
$265.5M
ETFs held
17
Change from prior quarter
+11.5%
With price moves
ETFs as a share of its 13F
96.0%
of $276.5M
Top 10 of 17 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $79.5M | 2,158,889 | +10,699 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $61.4M | 166,053 | +1,585 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $44.5M | 636,708 | +7,973 shares |
| DFLV | Dimensional US Large Cap Value ETF | $35.9M | 906,834 | +11,935 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $16.8M | 218,749 | +10,098 shares |
| DUSB | Dimensional Ultrashort Fixed Income ETF | $9.8M | 193,333 | +8,913 shares |
| VV | Vanguard Morningstar Large-Cap ETF | $5.4M | 15,651 | −42 shares |
| DFUV | Dimensional US Marketwide Value ETF | $4.4M | 80,243 | −987 shares |
| VOO | Vanguard S&P 500 ETF | $3.2M | 4,631 | +48 shares |
| FNDF | Schwab Fundamental International Equity ETF | $1.0M | 19,571 | No change |
7 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002034579. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Tumwater Wealth Management, LLC own?
Tumwater Wealth Management, LLC reported 17 ETF positions worth $265.5M in its Form 13F for June 30, 2026. The largest was DFAX, at $79.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.