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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 Chg Shares Chg % Period Price ① Since Period ①
1 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 600.0 $579K 0.21% NEW $965.00 -12.0%
2 CGBL CAPITAL GROUP CORE BALANCED 5,338.0 $203K 0.07% NEW $37.96 +0.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%