Luminvest Wealth Management LLC holds a concentrated book of 58 reported positions worth $430.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Applied Materials Inc and trimmed Vanguard Ftse All-World Ex-U. Their largest long position is Vanguard Total Stock MKT ETF at 25% of the reported non-option book. Cloning the disclosed picks since 2024 would be +30% (+15.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Luminvest Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 6.8 points over this window.
Growth of $10,000 cloning Luminvest Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Luminvest Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 58 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 58 | $4.5B |
| Swiss Re Ltd | 15 / 58 | $1.0B |
| Prospera Capital Management, LLC | 31 / 58 | $297.3M |
| GuidedMoney, LLC | 18 / 58 | $199.9M |
| Tenon Financial LLC | 31 / 58 | $285.3M |
| Prosperity Advisers, LLC | 21 / 58 | $124.4M |
| Kearns & Associates LLC | 15 / 58 | $191.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Luminvest Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $109.4M | 296.4K | 25.4% | ▲+3.1% Added · +9K sh | |
| 2 | Vanguard Star FDS VG TL INTL STK F | $84.7M | 995.3K | 19.7% | ▲+7.4% Added · +69K sh | |
| 3 | Vanguard Intl Equity Index F ALLWRLD EX US | $38.4M | 462.5K | 8.9% | ▼−1.1% Reduced · −5K sh | |
| 4 | Vanguard BD Index FDS TOTAL BND MRKT | $27.8M | 379.0K | 6.5% | ▲+9.0% Added · +31K sh | |
| 5 | Vanguard Mun BD FDS TAX EXEMPT BD | $27.7M | 551.6K | 6.4% | ▲+2.0% Added · +11K sh | |
| 6 | Vanguard Charlotte FDS TOTAL INT BD ETF | $25.3M | 522.5K | 5.9% | ▲+6.6% Added · +32K sh | |
| 7 | Vanguard Scottsdale FDS INT-TERM CORP | $21.1M | 255.9K | 4.9% | ▲+7.4% Added · +18K sh | |
| 8 | Vanguard Index FDS S&P 500 ETF SHS | $15.9M | 23.2K | 3.7% | ▼−0.5% Reduced · −127 sh | |
| 9 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $11.7M | 148.0K | 2.7% | ▲+14% Added · +18K sh | |
| 10 | Vanguard Index FDS EXTEND MKT ETF | $10.2M | 41.7K | 2.4% | ▲+11% Added · +4K sh | |
| 11 | Vanguard Index FDS VALUE ETF | $6.9M | 31.7K | 1.6% | ▲+24% Added · +6K sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $6.1M | 8.1K | 1.4% | —Held | |
| 13 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.2M | 72.3K | 1.2% | ▼−3.6% Reduced · −3K sh | |
| 14 | Ishares TR CORE S&P TTL STK | $4.0M | 24.4K | 0.9% | ▲+11% Added · +2K sh | |
| 15 | Vanguard Calif Tax Free FDS TAX EXEMPT BD FD | $3.6M | 35.4K | 0.8% | ▼−23% Reduced · −10K sh | |
| 16 | Schwab Strategic TR US BRD MKT ETF | $3.4M | 118.1K | 0.8% | ▲+60% Added · +44K sh | |
| 17 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $2.6M | 34.3K | 0.6% | ▼−0.6% Reduced · −215 sh | |
| 18 | Vanguard Whitehall FDS HIGH DIV YLD | $2.0M | 12.5K | 0.5% | —Held | |
| 19 | Ishares TR CORE MSCI TOTAL | $1.9M | 20.2K | 0.4% | ▼−1.6% Reduced · −320 sh | |
| 20 | Ishares TR RUS MID CAP ETF | $1.7M | 15.1K | 0.4% | —Held | |
| 21 | Vanguard Index FDS GROWTH ETF | $1.5M | 17.6K | 0.4% | ▲+388% Added · +14K sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $1.4M | 4.7K | 0.3% | ▲~0% Added · +2 sh | |
| 23 | Vanguard Specialized Funds DIV APP ETF | $1.3M | 5.6K | 0.3% | ▼−3.8% Reduced · −218 sh | |
| 24 | Schwab Strategic TR US SML CAP ETF | $931K | 25.8K | 0.2% | —Held | |
| 25 | Ishares TR CORE S&P MCP ETF | $906K | 11.9K | 0.2% | —Held | |
| 26 | Micron Technology Inc COM | $892K | 773 | 0.2% | ▲+8.4% Added · +60 sh | |
| 27 | Microsoft Corp COM | $841K | 2.3K | 0.2% | ▲+44% Added · +691 sh | |
| 28 | Apple Inc COM | $776K | 2.6K | 0.2% | ▲+44% Added · +783 sh | |
| 29 | Alphabet Inc CAP STK CL A | $772K | 2.2K | 0.2% | ▲+42% Added · +641 sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $771K | 1.5K | 0.2% | ▲+8.8% Added · +125 sh | |
| 31 | Nvidia Corporation COM | $696K | 3.5K | 0.2% | ▲+109% Added · +2K sh | |
| 32 | Vanguard Index FDS MID CAP ETF | $696K | 8.6K | 0.2% | ▲+246% Added · +6K sh | |
| 33 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $602K | 10.1K | 0.1% | ▲+1.5% Added · +149 sh | |
| 34 | Vanguard BD Index FDS LONG TERM BOND | $601K | 8.7K | 0.1% | ▲+1.2% Added · +106 sh | |
| 35 | Vanguard Whitehall FDS INTL HIGH ETF | $573K | 5.8K | 0.1% | —Held | |
| 36 | Ishares TR CORE S&P500 ETF | $548K | 731 | 0.1% | ▲+0.1% Added · +1 sh | |
| 37 | Dimensional ETF Trust US CORE EQT MKT | $535K | 10.3K | 0.1% | ▼−3.8% Reduced · −406 sh | |
| 38 | Johnson & Johnson COM | $506K | 1.9K | 0.1% | ▲+19% Added · +318 sh | |
| 39 | Vanguard Mun BD FDS INTERMEDIATE TRM | $483K | 4.8K | 0.1% | —Held | |
| 40 | Ishares TR 0-3 MTH TREASURY | $477K | 4.7K | 0.1% | ▼−80% Reduced · −19K sh | |
| 41 | Abbvie Inc COM | $417K | 1.6K | 0.1% | ▲+7.5% Added · +115 sh | |
| 42 | Broadcom Inc COM | $408K | 1.1K | 0.1% | ▲+48% Added · +349 sh | |
| 43 | Amazon Com Inc COM | $373K | 1.6K | 0.1% | ▲+44% Added · +478 sh | |
| 44 | JPMorgan Chase & Co COM | $349K | 1.1K | 0.1% | ▲+24% Added · +209 sh | |
| 45 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $311K | 3.5K | 0.1% | ▲+4.5% Added · +153 sh | |
| 46 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $287K | 2.5K | 0.1% | ▼~0% Reduced · −1 sh | |
| 47 | Applied Matls Inc COM | $276K | 382 | 0.1% | ▲New New position | |
| 48 | Ishares TR RUSSELL 2000 ETF | $271K | 924 | 0.1% | —Held | |
| 49 | Schwab Strategic TR FUNDAMENTAL US L | $257K | 8.3K | 0.1% | —Held | |
| 50 | Norfolk Southn Corp COM | $252K | 800 | 0.1% | —Held |
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Use Arkolith to show Luminvest Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 58 | $430.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 31d | 55 | $382.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 50 | $360.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 46 | $306.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 41 | $278.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 30d | 53 | $242.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 32 | $247.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 30d | 34 | $241.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.