13F Filings History of Tumwater Wealth Management, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$245,371,907
Signature - Title
Ben Warren - CCO
Location
Boise, ID
Summary
This page shows a list of all the recent 13F filings made by Tumwater Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tumwater Wealth Management, LLC reported 35 stock holdings with total value $245,371,907 as of Q4 2025. Top holdings included DFAX, VTI, DFAT, DFLV, and BIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 35 $245,371,907 +$14,305,694 -$658,357 +$13,647,337 DFAX, VTI, DFAT, DFLV, BIV 13F-HR 29 Jan 2026, 08:43
Q3 2025 33 $225,133,895 +$824,458 -$5,955,089 -$5,130,631 DFAX, VTI, DFAT, DFLV, BIV 13F-HR 12 Nov 2025, 09:31
Q2 2025 37 $215,238,528 +$8,871,898 -$344,256 +$8,527,642 DFAX, VTI, DFAT, DFLV, BIV 13F-HR 12 Aug 2025, 15:29
Q1 2025 32 $191,707,732 +$2,957,957 -$709,012 +$2,248,945 DFAX, VTI, DFAT, DFLV, BIV 13F-HR 15 May 2025, 09:45
Q4 2024 31 $190,692,523 $0 $0 $0 DFAX, VTI, DFAT, DFLV, BIV 13F-HR 10 Feb 2025, 14:51