Luminvest Wealth Management LLC holds a concentrated book of 58 stocks worth $430.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +26% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Luminvest Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.5 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Luminvest Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 61 / 58 | $410.8B |
| WELLS FARGO & COMPANY/MN | 61 / 58 | $159.8B |
| ROYAL BANK OF CANADA | 61 / 58 | $139.4B |
| ENVESTNET ASSET MANAGEMENT INC | 61 / 58 | $101.5B |
| RAYMOND JAMES FINANCIAL INC | 61 / 58 | $94.8B |
| LPL Financial LLC | 61 / 58 | $81.3B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 61 / 58 | $72.0B |
| Mariner, LLC | 61 / 58 | $34.7B |
Ranked by how many of Luminvest Wealth Management LLC's top 58 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 58 | $430.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 55 | $382.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 50 | $360.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 46 | $306.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 41 | $278.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 53 | $242.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 32 | $247.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 34 | $241.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.