• 13F History

Tumwater Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$191M
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 31 stock holdings with total value $191M as of Q4 2024. Top holdings included DFAX, VTI, DFAT, DFLV, and BIV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 31 $191M $0 $0 DFAX, VTI, DFAT, DFLV, BIV 13F-HR 2/10/2025, 02:51 PM