Tumwater Wealth Management, LLC
CIK 2034579 · Holdings on Jun 30, 2026 · First reported Jul 20, 2026
Top ten holdings
Q2 2026- DFAX28.76%
- VTI22.22%
- DFAT16.10%
- DFLV12.97%
- BIV6.07%
- DUSB3.55%
- VV1.95%
- DFUV1.60%
- VOO1.15%
- CVX0.85%
Share classes counted separately95.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIWeight increased · +1.00 pp21.22% → 22.22%Shares +1.58K (+0.96%)
- DFAXWeight decreased · -0.59 pp29.35% → 28.76%Shares +10.70K (+0.50%)
- BIVWeight decreased · -0.41 pp6.48% → 6.07%Shares +10.10K (+4.84%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $79.53M | 28.76% | 2.16M shares | 29.35% → 28.76%-0.59 pp +10.70K (+0.50%) | Added | ↗▾ |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $61.45M | 22.22% | 166.05K shares | 21.22% → 22.22%+1.00 pp +1.58K (+0.96%) | Added | ↗▾ |
| 03 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $44.51M | 16.10% | 636.71K shares | 15.79% → 16.10%+0.31 pp +7.97K (+1.27%) | Added | ↗▾ |
| 04 | DFLVDIM US LARGE CAP VALUE ETFUS LARG VALU ETF View history and evidence | $35.86M | 12.97% | 906.83K shares | 12.85% → 12.97%+0.12 pp +11.94K (+1.33%) | Added | ↗▾ |
| 05 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $16.78M | 6.07% | 218.75K shares | 6.48% → 6.07%-0.41 pp +10.10K (+4.84%) | Added | ↗▾ |
| 06 | DUSBDIMENSION ULTRASHORT FI ETFULTR FIX INC ETF View history and evidence | $9.82M | 3.55% | 193.33K shares | 3.76% → 3.55%-0.21 pp +8.91K (+4.83%) | Added | ↗▾ |
| 07 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $5.38M | 1.95% | 15.65K shares | 1.89% → 1.95%+0.06 pp -42 (-0.27%) | Reduced | ↗▾ |
| 08 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $4.41M | 1.60% | 80.24K shares | 1.58% → 1.60%+0.02 pp -987 (-1.22%) | Reduced | ↗▾ |
| 09 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $3.18M | 1.15% | 4.63K shares | 1.10% → 1.15%+0.05 pp +48 (+1.05%) | Added | ↗▾ |
| 10 | CVXCHEVRON CORP View history and evidence | $2.35M | 0.85% | 14.18K shares | 1.18% → 0.85%-0.33 pp +5 (+0.04%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| META META PLATFORMS INC-CLASS A | Non-derivative | -506 | -$289.30K | SEC filing ↗ | SEC filing ↗ |
| AMZN AMAZON.COM INC | Non-derivative | -1,016 | -$211.61K | SEC filing ↗ | SEC filing ↗ |
| VDE VANGUARD ENERGY ETF | Non-derivative | -1,210 | -$209.38K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2034579 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 276515416
}Research all 33 reported holdings.
This page includes 30 of 33 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 33 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2034579","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"2034579","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.