Luminvest Wealth Management LLC — 13F Holdings & Portfolio
CIK 2036517 · latest 13F-HR filed 2026-05-01
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$382.5M
Long-equity book
Holdings
55
Distinct positions
Period
2026-03-31
Filed 2026-05-01
Q/Q Activity
+6 / −1 / ↑16 / ↓7
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD STAR FDS$5.2M +7.7%
- VANGUARD CALIF TAX FREE FDS$3.1M +213.8%
- VANGUARD BD INDEX FDS$2.2M +9.5%
- VANGUARD INTL EQUITY INDEX F$2.0M +5.8%
- VANGUARD CHARLOTTE FDS$1.5M +6.9%
Top Trims
- NVIDIA CORPORATION-$1.1M -79.7%
- VANGUARD INTL EQUITY INDEX F-$279.0K -48.8%
- MICROSOFT CORP-$177.3K -23.5%
- ALPHABET INC-$38.6K -8.1%
- BROADCOM INC-$26.7K -10.6%
New Positions
- VANGUARD INSTL INDEX FD$2.6M
- DIMENSIONAL ETF TRUST$484.9K
- VANGUARD INTL EQUITY INDEX F$260.6K
- SPDR SERIES TRUST$246.0K
- AMAZON COM INC$226.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $94.7M | 24.76% | 287,394 | SH |
| 2 | VANGUARD STAR FDS | VXUS | 921909768 | $72.4M | 18.92% | 926,464 | SH |
| 3 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $35.9M | 9.40% | 467,861 | SH |
| 4 | VANGUARD MUN BD FDS | VTEB | 922907746 | $27.1M | 7.08% | 540,555 | SH |
| 5 | VANGUARD BD INDEX FDS | BND | 921937835 | $25.6M | 6.70% | 347,721 | SH |
| 6 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $23.6M | 6.16% | 490,152 | SH |
| 7 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $19.7M | 5.16% | 238,214 | SH |
| 8 | VANGUARD INDEX FDS | VOO | 922908363 | $14.4M | 3.77% | 23,325 | SH |
| 9 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $10.3M | 2.69% | 129,776 | SH |
| 10 | VANGUARD INDEX FDS | VXF | 922908652 | $7.9M | 2.06% | 37,527 | SH |
| 11 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $5.4M | 1.42% | 8,138 | SH |
| 12 | VANGUARD INDEX FDS | VTV | 922908744 | $5.0M | 1.32% | 25,639 | SH |
| 13 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $4.8M | 1.26% | 75,005 | SH |
| 14 | VANGUARD CALIF TAX FREE FDS | VTEC | 922021605 | $4.5M | 1.18% | 45,647 | SH |
| 15 | ISHARES TR | ITOT | 464287150 | $3.1M | 0.82% | 21,919 | SH |
| 16 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $2.6M | 0.68% | 34,488 | SH |
| 17 | ISHARES TR | SGOV | 46436E718 | $2.4M | 0.62% | 23,668 | SH |
| 18 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $1.9M | 0.49% | 12,549 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $1.9M | 0.49% | 74,021 | SH |
| 20 | ISHARES TR | IXUS | 46432F834 | $1.8M | 0.46% | 20,501 | SH |
| 21 | ISHARES TR | IWR | 464287499 | $1.5M | 0.38% | 15,056 | SH |
| 22 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $1.2M | 0.33% | 5,800 | SH |
| 23 | VANGUARD INDEX FDS | VUG | 922908736 | $1.2M | 0.33% | 3,608 | SH |
| 24 | VANGUARD INDEX FDS | VB | 922908751 | $1.2M | 0.32% | 4,674 | SH |
| 25 | ISHARES TR | IJH | 464287507 | $867.2K | 0.23% | 11,914 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $749.7K | 0.20% | 25,780 | SH |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $678.5K | 0.18% | 1,416 | SH |
| 28 | VANGUARD INDEX FDS | VO | 922908629 | $678.2K | 0.18% | 2,497 | SH |
| 29 | VANGUARD BD INDEX FDS | BLV | 921937793 | $592.7K | 0.15% | 8,618 | SH |
| 30 | MICROSOFT CORP | MSFT | 594918104 | $578.4K | 0.15% | 1,563 | SH |
| 31 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $549.7K | 0.14% | 5,832 | SH |
| 32 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $537.1K | 0.14% | 9,937 | SH |
| 33 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $484.9K | 0.13% | 10,748 | SH |
| 34 | VANGUARD MUN BD FDS | VTEI | 922907738 | $477.9K | 0.12% | 4,782 | SH |
| 35 | ISHARES TR | IVV | 464287200 | $477.0K | 0.12% | 730 | SH |
| 36 | APPLE INC | AAPL | 037833100 | $461.9K | 0.12% | 1,770 | SH |
| 37 | ALPHABET INC | GOOGL | 02079K305 | $436.5K | 0.11% | 1,518 | SH |
| 38 | JOHNSON & JOHNSON | JNJ | 478160104 | $385.1K | 0.10% | 1,632 | SH |
| 39 | VANGUARD SCOTTSDALE FDS | BNDW | 92206C565 | $371.1K | 0.10% | 5,430 | SH |
| 40 | ABBVIE INC | ABBV | 00287Y109 | $328.8K | 0.09% | 1,531 | SH |
| 41 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $292.4K | 0.08% | 3,358 | SH |
| 42 | NVIDIA CORPORATION | NVDA | 67066G104 | $290.4K | 0.08% | 1,665 | SH |
| 43 | VANGUARD INTL EQUITY INDEX F | VPL | 922042866 | $260.6K | 0.07% | 2,482 | SH |
| 44 | ISHARES TR | IWM | 464287655 | $255.6K | 0.07% | 924 | SH |
| 45 | JPMORGAN CHASE & CO | JPM | 46625H100 | $252.1K | 0.07% | 856 | SH |
| 46 | SPDR SERIES TRUST | SPTM | 78464A805 | $246.0K | 0.06% | 3,111 | SH |
| 47 | MICRON TECHNOLOGY INC | MU | 595112103 | $240.9K | 0.06% | 713 | SH |
| 48 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $230.0K | 0.06% | 8,259 | SH |
| 49 | NORFOLK SOUTHN CORP | NSC | 655844108 | $229.6K | 0.06% | 800 | SH |
| 50 | AMAZON COM INC | AMZN | 023135106 | $226.6K | 0.06% | 1,088 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $382.5M | 55 | 0002036517-26-000002 |
| 2025-12-31 | 2026-01-26 | $360.4M | 50 | 0002036517-26-000001 |