Tumwater Wealth Management Q2 2026 Portfolio Activity Report
Tumwater Wealth Management maintained a diversified portfolio with significant holdings in Dimensional Fund Advisors and Vanguard ETFs. The quarter saw notable purchases, including a new position in Capital Group Core Balanced (CGBL), while sales were observed in Micron Technology (MU).
By Insiderset.Jul 22, 2026, 4:06 AM
Tumwater Wealth Management maintained a diversified portfolio with significant holdings in Dimensional Fund Advisors and Vanguard ETFs. The quarter saw notable purchases, including a new position in Capital Group Core Balanced (CGBL), while sales were observed in Micron Technology (MU).