Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Luminvest Wealth Management LLC (CIK 2036517) reported $430.3M across 58 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($109.4M, 25.41%), VXUS ($84.7M, 19.68%), VEU ($38.4M, 8.92%), BND ($27.8M, 6.46%), VTEB ($27.7M, 6.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $109.4M | 25.41% | 296,405 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $84.7M | 19.68% | 995,284 | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $38.4M | 8.92% | 462,478 | Trimmed |
| 4 | BND | VANGUARD BD INDEX FDS | $27.8M | 6.46% | 378,971 | Added |
| 5 | VTEB | VANGUARD MUN BD FDS | $27.7M | 6.44% | 551,562 | Added |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $25.3M | 5.88% | 522,481 | Added |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $21.1M | 4.91% | 255,861 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $15.9M | 3.69% | 23,198 | Trimmed |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $11.7M | 2.72% | 147,957 | Added |
| 10 | VXF | VANGUARD INDEX FDS | $10.2M | 2.37% | 41,698 | Added |
| 11 | VTV | VANGUARD INDEX FDS | $6.9M | 1.61% | 31,709 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $6.1M | 1.41% | 8,138 | Hold |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $5.2M | 1.20% | 72,323 | Trimmed |
| 14 | ITOT | ISHARES TR | $4.0M | 0.93% | 24,361 | Added |
| 15 | VTEC | VANGUARD CALIF TAX FREE FDS | $3.6M | 0.83% | 35,370 | Trimmed |
| 16 | SCHB | SCHWAB STRATEGIC TR | $3.4M | 0.79% | 118,077 | Added |
| 17 | VBIL | VANGUARD INSTL INDEX FD | $2.6M | 0.60% | 34,273 | Trimmed |
| 18 | VYM | VANGUARD WHITEHALL FDS | $2.0M | 0.46% | 12,549 | Hold |
| 19 | IXUS | ISHARES TR | $1.9M | 0.45% | 20,181 | Trimmed |
| 20 | IWR | ISHARES TR | $1.7M | 0.39% | 15,056 | Hold |
| 21 | VUG | VANGUARD INDEX FDS | $1.5M | 0.35% | 17,590 | Added |
| 22 | VB | VANGUARD INDEX FDS | $1.4M | 0.33% | 4,676 | Added |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $1.3M | 0.31% | 5,582 | Trimmed |
| 24 | SCHA | SCHWAB STRATEGIC TR | $931,432 | 0.22% | 25,780 | Hold |
| 25 | MU | MICRON TECHNOLOGY INC | $892,266 | 0.21% | 773 | Added |
Source: SEC Form 13F filings · as of 2026-06-30