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 (484 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +6.9% · 1 year +32.9% · all +32.9%
- Max drawdown n/a · 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
- 149123101 · 0.5% · long · since 2025-06-30
- AAPL · 0.5% · long · since 2025-06-30