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Investment manager · 13F filer · SEC CIK 2036517
Luminvest Wealth Management LLC
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Reported value$380Mas of Sep 30, 2026
Positions46 1 new, 13 sold out
Top 10 weight87.9%VTI alone is 27%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
27.1%Trimmed −8%
VXUSVanguard Star FDS
20.3%Trimmed −9%
VEUVanguard Intl Equity Index F
9.7%Trimmed −4%
VTEBVanguard Mun Bd FDS
7.2%Added +5%
BNDVanguard Bd Index FDS
5.7%Trimmed −18%
BNDXVanguard Charlotte FDS
5.3%Trimmed −17%
VOOVanguard Index FDS
4.0%Trimmed −7%
VCITVanguard Scottsdale FDS
3.9%Trimmed −26%
VCSHVanguard Scottsdale FDS
2.4%
VXFVanguard Index FDS
2.2%
SPYSPDR S&P 500 ETF Trust
1.6%
VTVVanguard Index FDS
1.6%
VTIVanguard Index FDS
27.1%Trimmed −8%
VXUSVanguard Star FDS
20.3%Trimmed −9%
VEUVanguard Intl Equity Index F
9.7%−4%
VTEBVanguard Mun Bd FDS
7.2%+5%
BNDVanguard Bd Index FDS
5.7%
BNDXVanguard Charlotte FDS
5.3%
VOO4.0%
VCIT3.9%
VCSH
VXF
SPYVTV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 27.1% Trimmed −8%
VXUS Vanguard Star FDS 20.3% Trimmed −9%
VEU Vanguard Intl Equity Index F 9.7% Trimmed −4%
VTEB Vanguard Mun Bd FDS 7.2% Added +5%
BND Vanguard Bd Index FDS 5.7% Trimmed −18%
BNDX Vanguard Charlotte FDS 5.3% Trimmed −17%
VOO Vanguard Index FDS 4.0% Trimmed −7%
VCIT Vanguard Scottsdale FDS 3.9% Trimmed −26%
VCSH Vanguard Scottsdale FDS 2.4% Trimmed −20%
VXF Vanguard Index FDS 2.2% Trimmed −12%
SPY SPDR S&P 500 ETF Trust 1.6% HeldVTV Vanguard Index FDS 1.6% Trimmed −11%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VBR $345K
arrow_upwardAdded
- ITOT +15%
- VTEC +8%
- VTEB +5%
- IXUS +4%
arrow_downwardTrimmed
- VBIL −57%
- VYM −52%
- VEA −38%
- SCHB −28%
remove_circleSold out
- VIG $1.32M
- VTEI $483K
- SGOV $477K
- ABBV $417K
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