13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002036517
Total reported value
$430.3M
$430.3M
55 檔
59.4%
During the Q1 2026 filing period, Luminvest Wealth Management LLC (CIK: 0002036517) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $430.3M across 55 reported positions.
In Q1 2026, Luminvest Wealth Management LLC displayed an active expansion posture, initiating 6 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.76% | +0.65% | +2.41% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 18.92% | +0.76% | +3.98% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 9.40% | -0.48% | +1.30% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 7.08% | -0.64% | +1.54% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.70% | -0.24% | +10.08% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.16% | -0.28% | +7.51% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.16% | -0.25% | +7.43% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.77% | -0.08% | +3.58% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.69% | +0.03% | +9.86% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.06% | +0.31% | +1.67% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.42% | -0.01% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.32% | +0.29% | +4.57% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.26% | -0.06% | +11.62% | |
| 14 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 1.18% | -0.35% | +217.54% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.82% | +0.11% | +2.66% | |
| 16 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.68% | -0.08% | — | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.62% | -0.51% | +97.25% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.49% | -0.03% | — | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.49% | +0.30% | -0.55% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.46% | -0.01% | +1.91% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.38% | +0.01% | — | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | -0.02% | -0.62% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | +0.02% | +34.78% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.32% | +0.01% | +1.83% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.23% | -0.02% | — | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.20% | +0.02% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | — | — | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.18% | -0.02% | +36.45% | |
| 29 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.15% | -0.02% | -2.15% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | +0.05% | — | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.14% | -0.01% | — | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | — | +0.01% | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.13% | -0.01% | — | |
| 34 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.12% | -0.01% | — | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | +101.66% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.12% | +0.06% | +4.24% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | +0.07% | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | +0.02% | — | |
| 39 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.10% | -0.05% | -0.13% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | +0.01% | — | |
| 41 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.08% | -0.01% | -49.37% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.08% | +0.08% | -78.28% | |
| 43 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.07% | — | — | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.07% | -0.01% | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | +0.01% | +3.51% | |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.06% | — | — | |
| 47 | MU | Micron Technology Inc | Stock-Tech | 0.06% | +0.15% | — | |
| 48 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.06% | — | — | |
| 49 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.06% | — | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | +0.03% | — |
According to official SEC Form 13F filings, Luminvest Wealth Management LLC reported a total U.S. public equity portfolio value of $430.3M across 55 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, VEU) accounted for 59.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
VBIL
市值: $2.6M
Top Position Liquidated / Trimmed
INTU
前期市值: $240.5K
During Q1 2026, Luminvest Wealth Management LLC's top holdings by market value included VTI (24.8%)、VXUS (18.9%)、VEU (9.4%). The largest single position, VTI, represented 24.8% of total portfolio value.
In Q1 2026, Luminvest Wealth Management LLC made 37 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.