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).
Quarterly Portfolio Changes at Tumwater Wealth Management
Tumwater Wealth Management's portfolio analysis for Q2 2026 reveals active management focused on broad-based index funds and ETFs, with a few targeted individual stock investments. The firm maintains 33 distinct holdings across various sectors.
Major Purchases Observed
The most significant purchase during this quarter was the initiation of a position in Capital Group Core Balanced (CGBL). This newly acquired holding represents approximately Capital Group Core Balanced ETF and accounts for 0.07% of Tumwater Wealth Management's total portfolio value as of June 30, 2026.
Tumwater also demonstrated continued confidence in Dimensional Fund Advisors products by increasing allocations across several trusts:
- DFAX: An increase in shares was observed for the Dimensional ETF Trust (DFAX), a fund focused on large-cap US stocks.
- DFAT: The allocation to Dimensional Fund Advisors Equity Small Cap Opportunities (DFAT) also saw an uptick, maintaining its 16.1% portfolio weight.
- DFLV: Shares of the Dimensional ETF Trust (DFLV), targeting large-cap US stocks with a low volatility tilt, increased by 1.33%, boosting its allocation to 12.97%.
- DFUV: Although showing a slight decrease in shares (-1.22%), the Dimensional ETF Trust (DFUV) remains part of Tumwater's portfolio at 1.6% allocation.
Furthermore, purchases were noted for popular Vanguard and Dimensional products:
- BIV: Shares increased significantly by 4.84%, suggesting renewed interest in the Vanguard BD Index Fund (BIV).
- DUSB: The allocation to Dimensional ETF Trust (DUSB), a balanced US core strategy, saw an increase of about 4.83%.
- Apple Inc. (AAPL) experienced a modest increase in its portfolio allocation (+11.22%), though it remains a small position at just 0.51% of the total value.
Sales and Reductions Noted
In contrast to these purchases, Tumwater also reduced positions in several holdings:
- MU: A substantial sale was observed for Vanguard ETF Trust (MU). The position decreased by 78.58% during the quarter, reflecting a significant reduction or exit from Micron Technology.
- VTI: While still holding nearly half its portfolio in Vanguared Index Funds via VTI (-0.27%), there was a slight decrease in shares for this popular ETF.
- VOO: Similarly, the Vanguard S&P 500 ETF (VOO) allocation saw a minor reduction of about 1.05%.
- Vanguard BD Index Fund (BSV): This fund also experienced a small decrease in shares (-2.78%), though its impact is minimal at just 0.24% allocation.
The overall portfolio shows Tumwater Wealth Management favoring broad, diversified index solutions from Dimensional Fund Advisors and Vanguard, with only minor individual stock exposures like Apple Inc. (AAPL). The significant reduction in the Technology sector via Vanguard's MU fund suggests a strategic shift away from that specific exposure or a rebalancing action. Further details on all holdings can be found by visiting Tumwater Wealth Management's profile page.