Long-term investor
Tumwater Wealth Management, LLC @tumwaterwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002034579).
Record
- Tracked since 2025-06-30 (434 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months +15.0% · 1 year +23.0% · all +23.0%
- Max drawdown 0.0% · Sharpe 1.92 · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V880 · 28.8% · long · since 2025-06-30
- 922908769 · 22.2% · long · since 2025-06-30
- 25434V609 · 16.1% · long · since 2025-06-30
- 25434V666 · 13.0% · long · since 2025-06-30
- 921937819 · 6.1% · long · since 2025-06-30
- 25434V591 · 3.6% · long · since 2025-12-31
- 922908637 · 1.9% · long · since 2025-06-30
- 25434V724 · 1.6% · long · since 2025-06-30
- 922908363 · 1.2% · long · since 2025-06-30
- CVX · 0.9% · long · since 2025-06-30
- CAT · 0.5% · long · since 2025-06-30
- AAPL · 0.5% · long · since 2025-06-30
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