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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 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWR ISHARES TR 15,056.0 $1.5M 0.38% $97.23 +11.7%
22 VIG VANGUARD SPECIALIZED FUNDS 5,800.0 $1.2M 0.33% -36.0 -0.6% $215.04 +9.1%
23 VUG VANGUARD INDEX FDS 3,608.0 $1.2M 0.33% +931.0 +34.8% $345.63 -75.7%
24 VB VANGUARD INDEX FDS 4,674.0 $1.2M 0.32% +84.0 +1.8% $262.26 +13.3%
25 IJH ISHARES TR 11,914.0 $867K 0.23% $72.79 +4.1%
26 SCHA SCHWAB STRATEGIC TR 25,780.0 $750K 0.20% $29.08 +20.0%
27 BERKSHIRE HATHAWAY INC DEL 1,416.0 $679K 0.18% $479.20
28 VO VANGUARD INDEX FDS 2,497.0 $678K 0.18% +667.0 +36.5% $271.60 -70.5%
29 BLV VANGUARD BD INDEX FDS 8,618.0 $593K 0.15% -189.0 -2.1% $68.78 +1.0%
30 MSFT MICROSOFT CORP Technology 1,563.0 $578K 0.15% $370.08 -1.2%
31 VYMI VANGUARD WHITEHALL FDS 5,832.0 $550K 0.14% $94.25 +3.6%
32 VWO VANGUARD INTL EQUITY INDEX F 9,937.0 $537K 0.14% $54.05 +9.1%
33 DFAU DIMENSIONAL ETF TRUST 10,748.0 $485K 0.13% NEW $45.12 +12.6%
34 VANGUARD MUN BD FDS 4,782.0 $478K 0.12% $99.93
35 IVV ISHARES TR 730.0 $477K 0.12% +368.0 +101.7% $653.46 +12.7%
36 AAPL APPLE INC Technology 1,770.0 $462K 0.12% +72.0 +4.2% $260.97 +12.3%
37 GOOGL ALPHABET INC Communication Services 1,518.0 $437K 0.11% $287.57 +20.1%
38 JNJ JOHNSON & JOHNSON Healthcare 1,632.0 $385K 0.10% $235.95 +2.1%
39 BNDW VANGUARD SCOTTSDALE FDS 5,430.0 $371K 0.10% $68.35 +0.4%
40 ABBV ABBVIE INC Healthcare 1,531.0 $329K 0.09% $214.75 +9.4%
Page 2 of 3  ·  55 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%