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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	INTU	INTUIT	Technology	363	$240K	0.07%	SOLD

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%