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Portfolio (Quarterly) Guide ↗

Luminvest Wealth Management LLC

· CIK 0002036517
13F Portfolio $430M AUM 58 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 30 Added 11 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMAT APPLIED MATLS INC Technology 382.0 $276K 0.06% NEW $723.00 -33.6%
2 DYNF BLACKROCK ETF TRUST 3,550.0 $241K 0.06% NEW $68.01 +1.5%
3 SCHD SCHWAB STRATEGIC TR 7,263.0 $230K 0.05% NEW $31.71 +10.7%

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 49.1%
Technology 29.8%
Healthcare 7.1%
Communication Services 5.9%
Consumer Cyclical 4.6%
Industrials 1.9%
Energy 1.6%