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CIK: 0002036517
Total reported value
$380.5M
$380.5M
58 檔
75.7%
In Q2 2026, Luminvest Wealth Management LLC's U.S. equity holdings reached a combined market value of $380.5M, distributed across 58 disclosed stock positions.
In Q2 2026, Luminvest Wealth Management LLC displayed an active expansion posture, initiating 3 new positions and adding to 32 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 | 25.41% | +1.67% | +3.14% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 19.68% | +0.57% | +7.43% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.92% | +0.78% | -1.15% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.46% | -0.72% | +8.99% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 6.44% | +0.76% | +2.04% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.88% | -0.55% | +6.60% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.91% | -0.99% | +7.41% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.69% | +0.31% | -0.54% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.72% | -0.31% | +14.01% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.37% | -0.14% | +11.11% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.61% | -0.01% | +23.67% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | +0.23% | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.20% | -0.37% | -3.58% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.93% | +0.30% | +11.14% | |
| 15 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.83% | +0.12% | -22.51% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.79% | -0.13% | +59.52% | |
| 17 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.60% | -0.30% | -0.62% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.46% | -0.21% | — | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.45% | +0.07% | -1.56% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | +0.03% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.03% | +387.53% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.33% | -0.02% | +0.04% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | -0.31% | EXIT | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.22% | — | — | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.21% | +0.02% | — | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.21% | -0.02% | +8.42% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.06% | +44.21% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.01% | +44.24% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | -0.01% | +42.23% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | +0.02% | +8.83% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.03% | +108.89% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.16% | +0.01% | +245.73% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | +0.01% | +1.50% | |
| 34 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.14% | +0.01% | +1.23% | |
| 35 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.13% | — | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | -0.03% | +0.14% | |
| 37 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.12% | +0.02% | -3.78% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.05% | +19.49% | |
| 39 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.11% | -0.11% | EXIT | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.11% | -0.11% | EXIT | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | -0.10% | EXIT | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.09% | -0.09% | EXIT | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | -0.03% | +43.93% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | -0.08% | EXIT | |
| 45 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.07% | -0.07% | EXIT | |
| 46 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.07% | -0.07% | EXIT | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.06% | -0.06% | EXIT | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.06% | +0.01% | — | |
| 49 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.06% | +0.01% | — | |
| 50 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.06% | +0.01% | — |
According to official SEC Form 13F filings, Luminvest Wealth Management LLC reported a total U.S. public equity portfolio value of $380.5M across 58 disclosed positions in Q2 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 75.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMAT
市值: $276.2K
Top Position Liquidated / Trimmed
VEU
前期市值: $35.9M
During Q2 2026, Luminvest Wealth Management LLC's top holdings by market value included VTI (25.4%)、VXUS (19.7%)、VEU (8.9%). The largest single position, VTI, represented 25.4% of total portfolio value.
In Q2 2026, Luminvest Wealth Management LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 32 positions, trimming 12 holdings, and fully liquidating 0 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.
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