Luminvest Wealth Management LLC
CIK 2036517
13F filing for Q2 2026・No. 4,303
- Holdings
- US$430.34M
- Quarter change
- +US$47.87M
- Entries
- 58
- Net bought (estimate)
- +US$19.05M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 0
- Cut 13
- Added 31
- Corporate actions 0
- Unchanged 11
Largest holdings
58 stocks worth US$430.34M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 296,405 | US$109.36M | 25.41% |
| VANGUARD STAR FDSVG TL INTL STK F | Added | 995,284 | US$84.71M | 19.68% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Cut | 462,478 | US$38.4M | 8.92% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 378,971 | US$27.79M | 6.46% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 551,562 | US$27.72M | 6.44% |
| VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | Added | 522,481 | US$25.28M | 5.88% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 255,861 | US$21.12M | 4.91% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 23,198 | US$15.89M | 3.69% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 147,957 | US$11.69M | 2.72% |
| VANGUARD INDEX FDSEXTEND MKT ETF | Added | 41,698 | US$10.2M | 2.37% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.