Portfolio (Quarterly) Guide ↗

Tumwater Wealth Management, LLC

· CIK 0002034579

13F Portfolio $277M AUM 33 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 2 New 10 Added 9 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RTX	RTX CORPORATION	Industrials	2,825	$518K	0.21%	SOLD
2	GOOGL	ALPHABET INC	Communication Services	1,371	$429K	0.17%	SOLD
3	META	META PLATFORMS INC	Communication Services	504	$333K	0.14%	SOLD
4	AMZN	AMAZON COM INC	Consumer Cyclical	1,011	$233K	0.10%	SOLD

Sector Allocation

Technology 38.5%

Energy 24.6%

Industrials 13.7%

Consumer Defensive 7.6%

Utilities 6.9%

Financial Services 5.8%

Basic Materials 2.9%