Tumwater Wealth Management, LLC
Tumwater Wealth Management, LLC reported 33 holdings worth US$277M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Tumwater Wealth Management, LLC reported 33 holdings worth US$277M as of Jun 30, 2026. Largest: Chevron Corporation, Caterpillar, Inc. and Apple Inc. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 33
- Value as reported
- US$277M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Chevron Corporation | 14,182 | US$2.35M | 0.85% |
| Caterpillar, Inc. | 1,416 | US$1.51M | 0.55% |
| Apple Inc | 4,827 | US$1.4M | 0.51% |
| Microsoft Corp. | 2,389 | US$891K | 0.32% |
| Idacorp, Inc. | 4,981 | US$754K | 0.27% |
| Keysight Technologies Inc. | 1,393 | US$488K | 0.18% |
| Costco Wholesale Corporation | 505 | US$472K | 0.17% |
| Jp Morgan Chase & Co. | 1,327 | US$434K | 0.16% |
| Walmart Inc. | 3,240 | US$367K | 0.13% |
| Exxon Mobil Corporation | 2,527 | US$345K | 0.12% |
| Freeport-mcmoran, Inc. | 5,085 | US$320K | 0.12% |
| Micron Technology, Inc. | 272 | US$314K | 0.11% |
| Oracle Corporation | 2,057 | US$301K | 0.11% |
| Nvidia Corporation | 1,262 | US$253K | 0.09% |
| Charles Schwab Corporation (the) | 2,228 | US$206K | 0.07% |
| Amazon.com, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |