Portfolio (Quarterly) Guide ↗

Tumwater Wealth Management, LLC

· CIK 0002034579

13F Portfolio $245M AUM 35 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 3 New 7 Added 7 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	APP	APPLOVIN CORP	Technology	450	$323K	0.14%	SOLD

Sector Allocation

Technology 33.6%

Energy 23.7%

Industrials 12.0%

Consumer Defensive 7.4%

Communication Services 7.0%

Financial Services 6.0%

Utilities 5.8%

Basic Materials 2.4%

Consumer Cyclical 2.1%