Institutional Fund
Luminvest Wealth Management LLC
Scottsdale, AZCIK 20365175 filings on record
Portfolio Value
$382.47M
Q1 2026
Holdings
55
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+6.1%
from $360.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds24.8%
- Vanguard Star Fds18.9%
- Vanguard Intl Equity Index F9.4%
- Vanguard Mun Bd Fds7.1%
- Vanguard Bd Index Fds6.7%
- Vanguard Charlotte Fds6.2%
- Other27.0%
Portfolio Holdings
55 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 287.4K | $94.71M | 24.8% | +6.8K | Added |
| 2 | Vanguard Star Fds | 926.5K | $72.38M | 18.9% | +35.5K | Added |
| 3 | Vanguard Intl Equity Index F | 467.9K | $35.95M | 9.4% | +6.0K | Added |
| 4 | Vanguard Mun Bd Fds | 540.6K | $27.09M | 7.1% | +8.2K | Added |
| 5 | Vanguard Bd Index Fds | 347.7K | $25.62M | 6.7% | +31.9K | Added |
| 6 | Vanguard Charlotte Fds | 490.2K | $23.56M | 6.2% | +34.2K | Added |
| 7 | Vanguard Scottsdale Fds | 238.2K | $19.72M | 5.2% | +16.5K | Added |
| 8 | Vanguard Index Fds | 23.3K | $14.41M | 3.8% | +807 | Added |
| 9 | Vanguard Scottsdale Fds | 129.8K | $10.29M | 2.7% | +11.6K | Added |
| 10 | Vanguard Index Fds | 37.5K | $7.88M | 2.1% | +616 | Added |
45 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio