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Portfolio (Quarterly) Guide ↗

Luminvest Wealth Management LLC

· CIK 0002036517
13F Portfolio $382M AUM 55 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 22 Added 6 Reduced 1 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 1,770.0 $462K 0.12% +72.0 +4.2% $260.97 +12.3%
22 JPM JPMORGAN CHASE & CO Financial Services 856.0 $252K 0.07% +29.0 +3.5% $294.45 +13.2%
Page 2 of 2  ·  22 positions

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
Financial Services 59.8%
Technology 18.9%
Healthcare 7.5%
Communication Services 4.6%
Consumer Cyclical 4.5%
Industrials 2.4%
Energy 2.3%