Luminvest Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$382.5M
Q ending 2026-03-31
Prior quarter
$360.4M
Q ending 2025-12-31
Change
+6.1% QoQ · +57.6% YoY
Positions
55
reported holdings
Largest positions
All 55 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $94.7M | 287K |
| Vanguard Star Fds | VXUS | Shares | $72.4M | 926K |
| Vanguard Intl Equity Index F | VEU | Shares | $35.9M | 468K |
| Vanguard Mun Bd Fds | VTEB | Shares | $27.1M | 541K |
| Vanguard Bd Index Fds | BND | Shares | $25.6M | 348K |
| Vanguard Charlotte Fds | BNDX | Shares | $23.6M | 490K |
| Vanguard Scottsdale Fds | VCIT | Shares | $19.7M | 238K |
| Vanguard Index Fds | VOO | Shares | $14.4M | 23K |
| Vanguard Scottsdale Fds | VCSH | Shares | $10.3M | 130K |
| Vanguard Index Fds | VXF | Shares | $7.9M | 38K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $5.4M | 8K |
| Vanguard Index Fds | VTV | Shares | $5.0M | 26K |
| Vanguard Tax-Managed Fds | VEA | Shares | $4.8M | 75K |
| Vanguard Calif Tax Free Fds | VTEC | Shares | $4.5M | 46K |
| Ishares Tr | ITOT | Shares | $3.1M | 22K |
| Vanguard Instl Index Fd | VBIL | Shares | $2.6M | 34K |
| Ishares Tr | SGOV | Shares | $2.4M | 24K |
| Vanguard Whitehall Fds | VYM | Shares | $1.9M | 13K |
| Schwab Strategic Tr | SCHB | Shares | $1.9M | 74K |
| Ishares Tr | IXUS | Shares | $1.8M | 21K |
| Ishares Tr | IWR | Shares | $1.5M | 15K |
| Vanguard Specialized Funds | VIG | Shares | $1.2M | 6K |
| Vanguard Index Fds | VUG | Shares | $1.2M | 4K |
| Vanguard Index Fds | VB | Shares | $1.2M | 5K |
| Ishares Tr | IJH | Shares | $867K | 12K |
| Schwab Strategic Tr | SCHA | Shares | $750K | 26K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $679K | 1K |
| Vanguard Index Fds | VO | Shares | $678K | 2K |
| Vanguard Bd Index Fds | BLV | Shares | $593K | 9K |
| Microsoft Corp | MSFT | Shares | $578K | 2K |
| Vanguard Whitehall Fds | VYMI | Shares | $550K | 6K |
| Vanguard Intl Equity Index F | VWO | Shares | $537K | 10K |
| Dimensional Etf Trust | DFAU | Shares | $485K | 11K |
| Vanguard Mun Bd Fds | VTEI | Shares | $478K | 5K |
| Ishares Tr | IVV | Shares | $477K | 730 |
| Apple Inc | AAPL | Shares | $462K | 2K |
| Alphabet Inc | GOOGL | Shares | $437K | 2K |
| Johnson & Johnson | JNJ | Shares | $385K | 2K |
| Vanguard Scottsdale Fds | BNDW | Shares | $371K | 5K |
| Abbvie Inc | ABBV | Shares | $329K | 2K |
| Vanguard Intl Equity Index F | VGK | Shares | $292K | 3K |
| Nvidia Corporation | NVDA | Shares | $290K | 2K |
| Vanguard Intl Equity Index F | VPL | Shares | $261K | 2K |
| Ishares Tr | IWM | Shares | $256K | 924 |
| Jpmorgan Chase & Co | JPM | Shares | $252K | 856 |
| Spdr Series Trust | SPTM | Shares | $246K | 3K |
| Micron Technology Inc | MU | Shares | $241K | 713 |
| Schwab Strategic Tr | FNDX | Shares | $230K | 8K |
| Norfolk Southn Corp | NSC | Shares | $230K | 800 |
| Amazon Com Inc | AMZN | Shares | $227K | 1K |
| Broadcom Inc | AVGO | Shares | $226K | 730 |
| Vanguard Index Fds | VNQ | Shares | $219K | 2K |
| Exxon Mobil Corp | XOM | Shares | $218K | 1K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $205K | 7K |
| Home Depot Inc | HD | Shares | $200K | 607 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.