Tumwater Wealth Management, LLC
All 13F Filings
- Location
- Boise, ID
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 276,515
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 33 | 276,515 | 13F-HR | Tumwater Wealth Management, LLC |
| Q1 2026 | 4/20/2026 | 34 | 248,641 | 13F-HR | Tumwater Wealth Management, LLC |
| Q4 2025 | 1/29/2026 | 35 | 245,372 | 13F-HR | Tumwater Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 33 | 225,134 | 13F-HR | Tumwater Wealth Management, LLC |
| Q2 2025 | 8/12/2025 | 37 | 215,239 | 13F-HR | Tumwater Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.18 K | 4.0% | 665 | 0 | 665 |
| ETFs | 264.7 K | 95.7% | 27.19 K | 0 | 27.19 K |
| Debt | 674 | 0.2% | 14 | 0 | 14 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
276,515
Holdings
33
QoQ value change ($000)
27,874
(11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.