Tumwater Wealth Management, LLC holds a concentrated book of 33 stocks worth $276.5M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Vanguard Large-Cap ETF. Their largest long position is Dimensional World Ex US Core at 29% of the equity book. Cloning the disclosed picks since 2025 would be +29% (+19.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Tumwater Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +31.1%, a 2.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Tumwater Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Tumwater Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 43 / 33 | $384.0B |
| JPMORGAN CHASE & CO | 43 / 33 | $349.5B |
| ROYAL BANK OF CANADA | 43 / 33 | $106.2B |
| WELLS FARGO & COMPANY/MN | 43 / 33 | $96.9B |
| RAYMOND JAMES FINANCIAL INC | 43 / 33 | $69.1B |
| LPL Financial LLC | 43 / 33 | $45.3B |
| Creative Planning | 43 / 33 | $23.2B |
| HighTower Advisors, LLC | 43 / 33 | $18.2B |
Ranked by how many of Tumwater Wealth Management, LLC's top 33 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust WORLD EX US CORE | $79.5M | 2.16M | 28.8% | ▲+0.5% Added · +11K sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $61.4M | 166.1K | 22.2% | ▲+1.0% Added · +2K sh | |
| 3 | Dimensional ETF Trust US TARGETED VLU | $44.5M | 636.7K | 16.1% | ▲+1.3% Added · +8K sh | |
| 4 | Dimensional ETF Trust US LARG VALU ETF | $35.9M | 906.8K | 13.0% | ▲+1.3% Added · +12K sh | |
| 5 | Vanguard BD Index FDS INTERMED TERM | $16.8M | 218.7K | 6.1% | ▲+4.8% Added · +10K sh | |
| 6 | Dimensional ETF Trust ULTR FIX INC ETF | $9.8M | 193.3K | 3.6% | ▲+4.8% Added · +9K sh | |
| 7 | Vanguard Index FDS LARGE CAP ETF | $5.4M | 15.7K | 1.9% | ▼−0.3% Reduced · −42 sh | |
| 8 | Dimensional ETF Trust US MKTWIDE VALUE | $4.4M | 80.2K | 1.6% | ▼−1.2% Reduced · −987 sh | |
| 9 | Vanguard Index FDS S&P 500 ETF SHS | $3.2M | 4.6K | 1.2% | ▲+1.0% Added · +48 sh | |
| 10 | Chevron Corporation COM | $2.4M | 14.2K | 0.9% | ▲~0% Added · +5 sh | |
| 11 | Caterpillar Inc COM | $1.5M | 1.4K | 0.5% | ▲+0.1% Added · +1 sh | |
| 12 | Apple Inc COM | $1.4M | 4.8K | 0.5% | ▲+11% Added · +487 sh | |
| 13 | Schwab Strategic TR FUNDAMENTAL INTL | $1.0M | 19.6K | 0.4% | —Held | |
| 14 | Schwab Strategic TR FUNDAMENTAL INTL | $1.0M | 21.0K | 0.4% | —Held | |
| 15 | Microsoft Corp COM | $891K | 2.4K | 0.3% | —Held | |
| 16 | Idacorp Inc COM | $754K | 5.0K | 0.3% | —Held | |
| 17 | Vanguard BD Index FDS SHORT TRM BOND | $674K | 8.7K | 0.2% | ▲+2.8% Added · +234 sh | |
| 18 | Schwab Strategic TR FUND EM EQUI ETF | $604K | 15.2K | 0.2% | —Held | |
| 19 | Seagate Technology HLDNGS PL ORD SHS | $579K | 600 | 0.2% | —Held | |
| 20 | Vanguard Index FDS SMALL CP ETF | $530K | 1.8K | 0.2% | ▲+2.6% Added · +45 sh | |
| 21 | Keysight Technologies Inc COM | $488K | 1.4K | 0.2% | —Held | |
| 22 | Costco Wholesale Corporation COM | $472K | 505 | 0.2% | —Held | |
| 23 | JPMorgan Chase & Co COM | $434K | 1.3K | 0.2% | —Held | |
| 24 | Walmart Inc COM | $367K | 3.2K | 0.1% | —Held | |
| 25 | Exxon Mobil Corp COM | $345K | 2.5K | 0.1% | ▲+0.2% Added · +5 sh | |
| 26 | Freeport McMoran Inc CL B | $320K | 5.1K | 0.1% | —Held | |
| 27 | Micron Technology Inc COM | $314K | 272 | 0.1% | ▲New New position | |
| 28 | Dimensional ETF Trust INTL CORE EQUITY | $309K | 8.3K | 0.1% | —Held | |
| 29 | Oracle Corp COM | $301K | 2.1K | 0.1% | —Held | |
| 30 | Nvidia Corporation COM | $253K | 1.3K | 0.1% | —Held | |
| 31 | Vanguard Index FDS VALUE ETF | $241K | 1.1K | 0.1% | —Held | |
| 32 | Schwab Charles Corp COM | $206K | 2.2K | 0.1% | —Held | |
| 33 | Capital Group Core Balanced SHS | $203K | 5.3K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 33 | $276.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 34 | $248.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 35 | $245.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 33 | $225.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 37 | $215.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 32 | $191.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 31 | $190.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.