Luminvest Wealth Management LLC

Est. AUM

$382.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$94.7M	287394	24.76%	SOLE
2	VANGUARD STAR FDS	VG TL INTL STK F	$72.4M	926464	18.92%	SOLE
3	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$35.9M	467861	9.40%	SOLE
4	VANGUARD MUN BD FDS	TAX EXEMPT BD	$27.1M	540555	7.08%	SOLE
5	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$25.6M	347721	6.70%	SOLE
6	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$23.6M	490152	6.16%	SOLE
7	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$19.7M	238214	5.16%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.4M	23325	3.77%	SOLE
9	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$10.3M	129776	2.69%	SOLE
10	VANGUARD INDEX FDS	EXTEND MKT ETF	$7.9M	37527	2.06%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.4M	8138	1.42%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$5.0M	25639	1.32%	SOLE
13	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.8M	75005	1.26%	SOLE
14	VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$4.5M	45647	1.18%	SOLE
15	ISHARES TR	CORE S&P TTL STK	$3.1M	21919	0.82%	SOLE
16	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$2.6M	34488	0.68%	SOLE
17	ISHARES TR	0-3 MNTH TREASRY	$2.4M	23668	0.62%	SOLE
18	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.9M	12549	0.49%	SOLE
19	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.9M	74021	0.49%	SOLE
20	ISHARES TR	CORE MSCI TOTAL	$1.8M	20501	0.46%	SOLE
21	ISHARES TR	RUS MID CAP ETF	$1.5M	15056	0.38%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$1.2M	3608	0.33%	SOLE
23	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	5800	0.33%	SOLE
24	VANGUARD INDEX FDS	SMALL CP ETF	$1.2M	4674	0.32%	SOLE
25	ISHARES TR	CORE S&P MCP ETF	$867K	11914	0.23%	SOLE
26	SCHWAB STRATEGIC TR	US SML CAP ETF	$749K	25780	0.20%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$678K	1416	0.18%	SOLE
28	VANGUARD INDEX FDS	MID CAP ETF	$678K	2497	0.18%	SOLE
29	VANGUARD BD INDEX FDS	LONG TERM BOND	$592K	8618	0.15%	SOLE
30	MICROSOFT CORP	COM	$578K	1563	0.15%	SOLE
31	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$549K	5832	0.14%	SOLE
32	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$537K	9937	0.14%	SOLE
33	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$484K	10748	0.13%	SOLE
34	ISHARES TR	CORE S&P500 ETF	$477K	730	0.12%	SOLE
35	VANGUARD MUN BD FDS	INTERMEDIATE TRM	$477K	4782	0.12%	SOLE
36	APPLE INC	COM	$461K	1770	0.12%	SOLE
37	ALPHABET INC	CAP STK CL A	$436K	1518	0.11%	SOLE
38	JOHNSON & JOHNSON	COM	$385K	1632	0.10%	SOLE
39	VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$371K	5430	0.10%	SOLE
40	ABBVIE INC	COM	$328K	1531	0.09%	SOLE
41	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$292K	3358	0.08%	SOLE
42	NVIDIA CORPORATION	COM	$290K	1665	0.08%	SOLE
43	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$260K	2482	0.07%	SOLE
44	ISHARES TR	RUSSELL 2000 ETF	$255K	924	0.07%	SOLE
45	JPMORGAN CHASE & CO	COM	$252K	856	0.07%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$245K	3111	0.06%	SOLE
47	MICRON TECHNOLOGY INC	COM	$240K	713	0.06%	SOLE
48	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$230K	8259	0.06%	SOLE
49	NORFOLK SOUTHN CORP	COM	$229K	800	0.06%	SOLE
50	AMAZON COM INC	COM	$226K	1088	0.06%	SOLE

1–50 of 55

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.