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Luminvest Wealth Management - Q1 2026 13F Filings

LU

Luminvest Wealth Management LLC

CIK: 0002036517
Address: Arizona Scottsdale 5118 North Granite Reef Road
$382.47 M
Portfolio Value
55
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VTEC Vanguard California Tax-Exempt Bond Etf
+$3.1 M
2. VXUS Vanguard Total International Stock Etf
+$2.77 M
3. VBIL Vanguard 0-3 Month Treasury Bill Etf
+$2.61 M
4. BND Vanguard Total Bond Market Etf
+$2.35 M
5. VTI Vanguard Total Stock Market Etf
+$2.23 M

Top Sells

Q1 2026
1. NVDA Nvidia Corporation
−$1.05 M
2. VGK Vanguard Ftse Europe Etf
−$285,039.82
3. INTU Intuit
−$240,458
4. XOM Exxon Mobil Corporation
−$89,580.43
5. BLV Vanguard Long-Term Bond Etf
−$12,999.07

Asset Allocation

Stocks/ETFs
+6.11%
$382.47 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Luminvest Wealth Management Q1 2026 Filing Summary

Luminvest Wealth Management LLC filed its 13F report for Q1 2026 on May 01, 2026. The portfolio totaled 382.47 M reflecting a +6.11% change from the prior quarter, spanning 55 assets. The top 10 holdings comprised 86.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Luminvest Wealth Management’s Q1 2026 Filing

Luminvest Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 05/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Luminvest Wealth Management reported a managed portfolio value of 382.47 M, consisting of 55 individual positions.

This page displays the raw filing documents. To see which stocks Luminvest Wealth Management bought or sold during Q1 2026, please visit Luminvest Wealth Management's Portfolio Analysis page.