Holdings
Tumwater Wealth Management, LLC
As of Jun 30, 2026, Tumwater Wealth Management, LLC reported 15 positions worth US$10.4M. Largest: Chevron Corporation, Caterpillar, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Chevron Corporation | 14,182 | US$2.35M | +5 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,416 | US$1.51M | +1 | Jun 30, 2026 |
| Apple Inc | 4,827 | US$1.4M | +487 | Jun 30, 2026 |
| Microsoft Corp. | 2,389 | US$891K | no change | Jun 30, 2026 |
| Idacorp, Inc. | 4,981 | US$754K | no change | Jun 30, 2026 |
| Keysight Technologies Inc. | 1,393 | US$488K | no change | Jun 30, 2026 |
| Costco Wholesale Corporation | 505 | US$472K | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,327 | US$434K | no change | Jun 30, 2026 |
| Walmart Inc. | 3,240 | US$367K | no change | Jun 30, 2026 |
| Exxon Mobil Corporation | 2,527 | US$345K | +5 | Jun 30, 2026 |