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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 VEU VANGUARD INTL EQUITY INDEX F 462,478.0 $38.4M 8.92% -5K -1.1% $83.02 +3.3%
2 VOO VANGUARD INDEX FDS 23,198.0 $15.9M 3.69% -127.0 -0.5% $684.77 +2.8%
3 VEA VANGUARD TAX-MANAGED FDS 72,323.0 $5.2M 1.20% -3K -3.6% $71.25 +3.1%
4 VANGUARD CALIF TAX FREE FDS 35,370.0 $3.6M 0.83% -10K -22.5% $100.60
5 VBIL VANGUARD INSTL INDEX FD 34,273.0 $2.6M 0.60% -215.0 -0.6% $75.68 -0.0%
6 IXUS ISHARES TR 20,181.0 $1.9M 0.45% -320.0 -1.6% $95.44 +2.7%
7 VIG VANGUARD SPECIALIZED FUNDS 5,582.0 $1.3M 0.31% -218.0 -3.8% $236.62 +3.2%
8 DFAU DIMENSIONAL ETF TRUST 10,342.0 $535K 0.12% -406.0 -3.8% $51.69 +2.6%
9 SGOV ISHARES TR 4,737.0 $477K 0.11% -19K -80.0% $100.66 -0.0%
10 SPTM SPDR SERIES TRUST 2,680.0 $243K 0.06% -431.0 -13.8% $90.79 +2.4%
11 BNDW VANGUARD SCOTTSDALE FDS 3,078.0 $211K 0.05% -2K -43.3% $68.54 -1.3%

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%