Luminvest Wealth Management LLC Long-Term Concentrated

Location: Scottsdale, AZ

CIK: 0002036517 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 1, 2026

Total Value: $382M (100.0% shares, 0.0% debt)

Holdings (55)

VTI VANGUARD INDEX FDS 24.8%
Value $94.71M Shares 287,394 Est. Cost $277.53 Unrealized
VXUS VANGUARD STAR FDS 18.9%
Value $72.38M Shares 926,464 Est. Cost $64.00 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 9.4%
Value $35.95M Shares 467,861 Est. Cost $62.30 Unrealized
VTEB VANGUARD MUN BD FDS 7.1%
Value $27.09M Shares 540,555 Est. Cost $50.42 Unrealized
BND VANGUARD BD INDEX FDS 6.7%
Value $25.62M Shares 347,721 Est. Cost $73.74 Unrealized
BNDX VANGUARD CHARLOTTE FDS 6.2%
Value $23.56M Shares 490,152 Est. Cost $49.23 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 5.2%
Value $19.72M Shares 238,214 Est. Cost $82.79 Unrealized
VOO VANGUARD INDEX FDS 3.8%
Value $14.41M Shares 23,325 Est. Cost $548.95 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.7%
Value $10.29M Shares 129,776 Est. Cost $78.86 Unrealized
VXF VANGUARD INDEX FDS 2.1%
Value $7.88M Shares 37,527 Est. Cost $189.29 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.4%
Value $5.426M Shares 8,138 Est. Cost $601.49 Unrealized
VTV VANGUARD INDEX FDS 1.3%
Value $5.035M Shares 25,639 Est. Cost $172.18 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.3%
Value $4.807M Shares 75,005 Est. Cost $56.97 Unrealized
VTEC VANGUARD CALIF TAX FREE FDS 1.2%
Value $4.523M Shares 45,647 Est. Cost $98.76 Unrealized
ITOT ISHARES TR 0.8%
Value $3.145M Shares 21,919 Est. Cost $135.36 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.7%
Value $2.609M Shares 34,488 Est. Cost $75.65 Unrealized
SGOV ISHARES TR 0.6%
Value $2.382M Shares 23,668 Est. Cost $100.68 Unrealized
VYM VANGUARD WHITEHALL FDS 0.5%
Value $1.858M Shares 12,549 Est. Cost $129.72 Unrealized
SCHB SCHWAB STRATEGIC TR 0.5%
Value $1.858M Shares 74,021 Est. Cost $23.94 Unrealized
IXUS ISHARES TR 0.5%
Value $1.776M Shares 20,501 Est. Cost $78.23 Unrealized
IWR ISHARES TR 0.4%
Value $1.464M Shares 15,056 Est. Cost $88.23 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value $1.247M Shares 5,800 Est. Cost $182.75 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value $1.247M Shares 3,608 Est. Cost $451.13 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value $1.226M Shares 4,674 Est. Cost $246.53 Unrealized
IJH ISHARES TR 0.2%
Value $867K Shares 11,914 Est. Cost $62.48 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value $750K Shares 25,780 Est. Cost $36.14 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $679K Shares 1,416 Est. Cost $351.65 Unrealized +40.3%
VO VANGUARD INDEX FDS 0.2%
Value $678K Shares 2,497 Est. Cost $282.88 Unrealized
BLV VANGUARD BD INDEX FDS 0.2%
Value $593K Shares 8,618 Est. Cost $73.43 Unrealized
MSFT MICROSOFT CORP 0.2%
Value $578K Shares 1,563 Est. Cost $397.21 Unrealized +9.4%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value $550K Shares 5,832 Est. Cost $73.99 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $537K Shares 9,937 Est. Cost $53.76 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.1%
Value $485K Shares 10,748 Est. Cost $45.12 Unrealized
VTEI VANGUARD MUN BD FDS 0.1%
Value $478K Shares 4,782 Est. Cost $100.87 Unrealized
IVV ISHARES TR 0.1%
Value $477K Shares 730 Est. Cost $661.72 Unrealized
AAPL APPLE INC 0.1%
Value $462K Shares 1,770 Est. Cost $187.59 Unrealized +40.1%
GOOGL ALPHABET INC 0.1%
Value $437K Shares 1,518 Est. Cost $169.72 Unrealized +90.5%
JNJ JOHNSON & JOHNSON 0.1%
Value $385K Shares 1,632 Est. Cost $141.44 Unrealized +61.1%
BNDW VANGUARD SCOTTSDALE FDS 0.1%
Value $371K Shares 5,430 Est. Cost $68.00 Unrealized
ABBV ABBVIE INC 0.1%
Value $329K Shares 1,531 Est. Cost $157.12 Unrealized +41.7%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value $292K Shares 3,358 Est. Cost $82.12 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value $290K Shares 1,665 Est. Cost $174.61 Unrealized +6.9%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value $261K Shares 2,482 Est. Cost $105.00 Unrealized
IWM ISHARES TR 0.1%
Value $256K Shares 924 Est. Cost $223.14 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value $252K Shares 856 Est. Cost $260.78 Unrealized +19.4%
SPTM SPDR SERIES TRUST 0.1%
Value $246K Shares 3,111 Est. Cost $79.06 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $241K Shares 713 Est. Cost $229.35 Unrealized +68.8%
FNDX SCHWAB STRATEGIC TR 0.1%
Value $230K Shares 8,259 Est. Cost $27.21 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $230K Shares 800 Est. Cost $288.62 Unrealized +3.3%
AMZN AMAZON COM INC 0.1%
Value $227K Shares 1,088 Est. Cost $226.83 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value $226K Shares 730 Est. Cost $215.92 Unrealized +54.8%
VNQ VANGUARD INDEX FDS 0.1%
Value $219K Shares 2,472 Est. Cost $88.70 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $218K Shares 1,282 Est. Cost $115.49 Unrealized +20.1%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.1%
Value $205K Shares 6,941 Est. Cost $29.55 Unrealized
HD HOME DEPOT INC 0.1%
Value $200K Shares 607 Est. Cost $389.16 Unrealized -3.1%