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Portfolio (Quarterly) Guide ↗

Luminvest Wealth Management LLC

· CIK 0002036517
13F Portfolio $360M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New
Page 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 280,640.0 $94.1M 26.11% NEW $335.27 +8.5%
2 VXUS VANGUARD STAR FDS 890,978.0 $67.2M 18.65% NEW $75.44 +11.8%
3 VEU VANGUARD INTL EQUITY INDEX F 461,852.0 $34.0M 9.43% NEW $73.56 +12.2%
4 VTEB VANGUARD MUN BD FDS 532,359.0 $26.8M 7.43% NEW $50.29 +0.4%
5 BND VANGUARD BD INDEX FDS 315,871.0 $23.4M 6.49% NEW $74.07 -0.7%
6 BNDX VANGUARD CHARLOTTE FDS 455,930.0 $22.0M 6.11% NEW $48.32 +0.4%
7 VCIT VANGUARD SCOTTSDALE FDS 221,739.0 $18.6M 5.15% NEW $83.75 -1.3%
8 VOO VANGUARD INDEX FDS 22,518.0 $14.1M 3.92% NEW $627.13 +7.8%
9 VCSH VANGUARD SCOTTSDALE FDS 118,128.0 $9.4M 2.61% NEW $79.73 -0.9%
10 VXF VANGUARD INDEX FDS 36,911.0 $7.7M 2.14% NEW $209.12 +14.4%
11 SPY SPDR S&P 500 ETF TR Financial Services 8,138.0 $5.5M 1.54% NEW $681.92 +7.5%
12 VTV VANGUARD INDEX FDS 24,518.0 $4.7M 1.30% NEW $190.99 +13.9%
13 VEA VANGUARD TAX-MANAGED FDS 67,197.0 $4.2M 1.17% NEW $62.47 +12.5%
14 ITOT ISHARES TR 21,351.0 $3.2M 0.88% NEW $148.69 +8.3%
15 SCHB SCHWAB STRATEGIC TR 74,431.0 $2.0M 0.54% NEW $26.23 +8.3%
16 VYM VANGUARD WHITEHALL FDS 12,549.0 $1.8M 0.50% NEW $143.52 +10.1%
17 IXUS ISHARES TR 20,116.0 $1.7M 0.47% NEW $84.64 +11.2%
18 IWR ISHARES TR 15,056.0 $1.4M 0.40% NEW $96.27 +12.8%
19 VANGUARD CALIF TAX FREE FDS 14,375.0 $1.4M 0.40% NEW $100.26
20 NVDA NVIDIA CORPORATION Technology 7,665.0 $1.4M 0.40% NEW $186.50 +6.7%
Page 1 of 3  ·  50 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 53.0%
Technology 30.5%
Healthcare 6.3%
Communication Services 4.3%
Industrials 2.1%
Energy 2.0%
Consumer Cyclical 1.9%