§ 13F · FUND PROFILE
Luminvest Wealth Management LLC.
AUM · $430M (13F)Positions · 58Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$748K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 296K | $109M | 25.4% | +3% |
| 2 | VXUS | VANGUARD STAR FDS | 995K | $85M | 19.7% | +7% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 462K | $38M | 8.9% | −1% |
| 4 | BND | VANGUARD BD INDEX FDS | 379K | $28M | 6.5% | +9% |
| 5 | VTEB | VANGUARD MUN BD FDS | 552K | $28M | 6.4% | +2% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 522K | $25M | 5.9% | +7% |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 256K | $21M | 4.9% | +7% |
| 8 | VOO | VANGUARD INDEX FDS | 23K | $16M | 3.7% | −1% |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 148K | $12M | 2.7% | +14% |
| 10 | VXF | VANGUARD INDEX FDS | 42K | $10M | 2.4% | +11% |
§ 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 $430 million in assets. The fund runs a portfolio of 58 positions.
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