Institutions / Luminvest Wealth Management LLC

Luminvest Wealth Management LLC

CIK 2036517 · Institution · as of Dec 31, 2025

Portfolio value

$360.43M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 50 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$94.09M	280,640	26.1%
Vanguard Star Fds	—	$67.22M	890,978	18.6%
Vanguard Intl Equity Index F	—	$33.97M	461,852	9.4%
Vanguard Mun Bd Fds	—	$26.77M	532,359	7.4%
Vanguard Bd Index Fds	—	$23.40M	315,871	6.5%
Vanguard Charlotte Fds	—	$22.03M	455,930	6.1%
Vanguard Scottsdale Fds	—	$18.57M	221,739	5.2%
Vanguard Index Fds	—	$14.12M	22,518	3.9%
Vanguard Scottsdale Fds	—	$9.42M	118,128	2.6%
Vanguard Index Fds	—	$7.72M	36,911	2.1%
SPDR S&P 500 ETF Tr	—	$5.55M	8,138	1.5%
Vanguard Index Fds	—	$4.68M	24,518	1.3%
Vanguard Tax-Managed Fds	—	$4.20M	67,197	1.2%
iShares MSCI UAE ETF	—	$3.17M	21,351	0.9%
Schwab Strategic Tr	—	$1.95M	74,431	0.5%
Vanguard Whitehall Fds	—	$1.80M	12,549	0.5%
iShares MSCI UAE ETF	—	$1.70M	20,116	0.5%
iShares Tr	—	$1.45M	15,056	0.4%
Vanguard Calif Tax Free Fds	—	$1.44M	14,375	0.4%
NVIDIA Corp	—	$1.43M	7,665	0.4%
Vanguard Index Fds	—	$1.31M	2,677	0.4%
Vanguard Specialized Funds	—	$1.28M	5,836	0.4%
iShares Tr	—	$1.20M	11,999	0.3%
Vanguard Index Fds	—	$1.18M	4,590	0.3%
iShares Tr	—	$786.3K	11,914	0.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.