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 $382.5M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($94.7M, 24.76%), VXUS ($72.4M, 18.92%), VEU ($35.9M, 9.40%), VTEB ($27.1M, 7.08%), BND ($25.6M, 6.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $94.7M | 24.76% | 287,394 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $72.4M | 18.92% | 926,464 | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $35.9M | 9.40% | 467,861 | Added |
| 4 | VTEB | VANGUARD MUN BD FDS | $27.1M | 7.08% | 540,555 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $25.6M | 6.70% | 347,721 | Added |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $23.6M | 6.16% | 490,152 | Added |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $19.7M | 5.16% | 238,214 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $14.4M | 3.77% | 23,325 | Added |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $10.3M | 2.69% | 129,776 | Added |
| 10 | VXF | VANGUARD INDEX FDS | $7.9M | 2.06% | 37,527 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $5.4M | 1.42% | 8,138 | Hold |
| 12 | VTV | VANGUARD INDEX FDS | $5.0M | 1.32% | 25,639 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $4.8M | 1.26% | 75,005 | Added |
| 14 | VTEC | VANGUARD CALIF TAX FREE FDS | $4.5M | 1.18% | 45,647 | Added |
| 15 | ITOT | ISHARES TR | $3.1M | 0.82% | 21,919 | Added |
| 16 | VBIL | VANGUARD INSTL INDEX FD | $2.6M | 0.68% | 34,488 | New |
| 17 | SGOV | ISHARES TR | $2.4M | 0.62% | 23,668 | Added |
| 18 | VYM | VANGUARD WHITEHALL FDS | $1.9M | 0.49% | 12,549 | Hold |
| 19 | SCHB | SCHWAB STRATEGIC TR | $1.9M | 0.49% | 74,021 | Trimmed |
| 20 | IXUS | ISHARES TR | $1.8M | 0.46% | 20,501 | Added |
| 21 | IWR | ISHARES TR | $1.5M | 0.38% | 15,056 | Hold |
| 22 | VUG | VANGUARD INDEX FDS | $1.2M | 0.33% | 3,608 | Added |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $1.2M | 0.33% | 5,800 | Trimmed |
| 24 | VB | VANGUARD INDEX FDS | $1.2M | 0.32% | 4,674 | Added |
| 25 | IJH | ISHARES TR | $867,232 | 0.23% | 11,914 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31