Luminvest Wealth Management LLC
CIK: 0002036517SEC EDGAR →
Portfolio Value
$360.4M
Holdings
50
As of
Q4 2025
New Positions
50
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 280,640 | $94.1M | 26.10% |
| 2 | VANGUARD STAR FDS | 890,978 | $67.2M | 18.65% |
| 3 | VANGUARD INTL EQUITY INDEX F | 461,852 | $34.0M | 9.43% |
| 4 | VANGUARD MUN BD FDS | 532,359 | $26.8M | 7.43% |
| 5 | VANGUARD BD INDEX FDS | 315,871 | $23.4M | 6.49% |
| 6 | VANGUARD CHARLOTTE FDS | 455,930 | $22.0M | 6.11% |
| 7 | VANGUARD SCOTTSDALE FDS | 221,739 | $18.6M | 5.15% |
| 8 | VANGUARD INDEX FDS | 22,518 | $14.1M | 3.92% |
| 9 | VANGUARD SCOTTSDALE FDS | 118,128 | $9.4M | 2.61% |
| 10 | VANGUARD INDEX FDS | 36,911 | $7.7M | 2.14% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (50)
$94.1M · 281K shares
$67.2M · 891K shares
$34.0M · 462K shares
$26.8M · 532K shares
$23.4M · 316K shares
$22.0M · 456K shares
$18.6M · 222K shares
$14.1M · 23K shares
$9.4M · 118K shares
$7.7M · 37K shares
$5.5M · 8K shares
$4.7M · 25K shares
$4.2M · 67K shares
$3.2M · 21K shares
$2.0M · 74K shares
$1.8M · 13K shares
$1.7M · 20K shares
$1.4M · 15K shares
$1.4M · 14K shares
$1.4M · 8K shares
$1.3M · 3K shares
$1.3M · 6K shares
$1.2M · 12K shares
$1.2M · 5K shares
$786K · 12K shares
$755K · 2K shares
$734K · 26K shares
$711K · 1K shares
$612K · 9K shares
$571K · 7K shares
$534K · 10K shares
$531K · 2K shares
$524K · 6K shares
$482K · 5K shares
$475K · 2K shares
$461K · 2K shares
$373K · 5K shares
$349K · 2K shares
$337K · 2K shares
$266K · 827 shares
$252K · 730 shares
$248K · 362 shares
$240K · 363 shares
$230K · 800 shares
$227K · 924 shares
$224K · 8K shares
$217K · 2K shares
$209K · 607 shares
$205K · 7K shares
$203K · 713 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $352.6M | 97.8% |
| Technology | 6 | $3.3M | 0.9% |
| Unknown | 3 | $2.6M | 0.7% |
| Healthcare | 2 | $686K | 0.2% |
| Communication Services | 1 | $475K | 0.1% |
| Industrials | 1 | $230K | 0.1% |
| Energy | 1 | $217K | 0.1% |
| Consumer Cyclical | 1 | $209K | 0.1% |