§ 13F · FUND PROFILE
Luminvest Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $307M (13F)Positions · 46Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 287K | $95M | 24.8% | +2% |
| 2 | VXUS | VANGUARD STAR FDS | 926K | $72M | 18.9% | +4% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 468K | $36M | 9.4% | +1% |
| 4 | VTEB | VANGUARD MUN BD FDS | 541K | $27M | 7.1% | +2% |
| 5 | BND | VANGUARD BD INDEX FDS | 348K | $26M | 6.7% | +10% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 490K | $24M | 6.2% | +8% |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 238K | $20M | 5.2% | +7% |
| 8 | VOO | VANGUARD INDEX FDS | 23K | $14M | 3.8% | +4% |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 130K | $10M | 2.7% | +10% |
| 10 | VXF | VANGUARD INDEX FDS | 38K | $8M | 2.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LUMINVEST SIGNAL
AC read
Luminvest Wealth Management LLC is a Other fund managing $307 million in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed