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Tumwater Wealth Management, LLC

CIK:0002034579
Investment Adviser
$305M AUM
37 holdings
Boise, ID, United States
Founded:2018
4 employees
Latest filing:Jun 30, 2025

Tumwater Wealth Management, LLC is an Idaho-based investment adviser founded in November 2018 by Benjamin C Warren and Kirsten Warren. Headquartered in Boise, Idaho, the firm provides holistic and fiduciary-level financial planning and investment management services, focusing on simplifying and guiding the financial lives of entrepreneurial families and individuals. With approximately 4 employees and regulatory registrations with the SEC, Tumwater Wealth Management advises a range of client types including high net worth individuals, pension/profit sharing plans, charitable organizations, and businesses.

Investment Strategy

Tumwater Wealth Management employs a comprehensive, holistic approach to wealth management that integrates financial planning with customized investment strategies. The firm serves primarily entrepreneurial families and high net worth individuals, focusing on a fiduciary standard and alignment of interests. Their investment philosophy emphasizes evidence-based investing, diversification, and long-term planning to help clients cut through financial noise, minimize stress, and achieve their goals with confidence. The firm manages both discretionary and non-discretionary accounts, tailoring portfolio allocations to each client's circumstances and objectives.

Latest 13F Filing Activity

Tumwater Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 37 equity positions with a total 13F market value of $215M. The fund increased holdings in Dimensional Etf Trust, Vanguard Index FDS, Dimensional Etf Trust among other positions. Tumwater Wealth Management, LLC reduced exposure to Chevron Corp. New, Vanguard World FD, Apple Inc. among others.

Top Buys
D
DFAXDIMENSIONAL ETF TRUST
+$8.3M
V
VTIVANGUARD INDEX FDS
+$7.1M
D
DFATDIMENSIONAL ETF TRUST
+$3.8M
D
DFLVDIMENSIONAL ETF TRUST
+$1.6M
V
VVVANGUARD INDEX FDS
+$466.7K
Top Sells
C
CVXCHEVRON CORP NEW
-$315.5K
V
VHTVANGUARD WORLD FD
-$206.5K
A
AAPLAPPLE INC
-$169.2K
K
KEYSKEYSIGHT TECHNOLOGIES INC
+$27.8K
X
XOMEXXON MOBIL CORP
-$27.8K

Top Holdings

D
DFAXDIMENSIONAL ETF TRUST
+30.4%$65.5M
V
VTIVANGUARD INDEX FDS
+23.5%$50.6M
D
DFATDIMENSIONAL ETF TRUST
+15.3%$32.8M
D
DFLVDIMENSIONAL ETF TRUST
+12.3%$26.4M
B
BIVVANGUARD BD INDEX FDS
+6.6%$14.2M

Equity Positions (37)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
DIMENSIONAL ETF TRUST30.44%$65.5M2,230,808$24.97$29.37+$8.3M
VANGUARD INDEX FDS23.53%$50.6M166,629$290.50$303.93+$7.1M
DIMENSIONAL ETF TRUST15.26%$32.8M608,546$55.45$53.96+$3.8M
DIMENSIONAL ETF TRUST12.28%$26.4M852,008$30.08$31.02+$1.6M
VANGUARD BD INDEX FDS6.61%$14.2M183,884$74.81$77.34+$120.3K

Industry Allocation

PETROLEUM REFINING
+1.2%
SERVICES-PREPACKAGED SOFTWARE
+0.8%
ELECTRONIC COMPUTERS
+0.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.5%
RETAIL-VARIETY STORES
+0.4%