Luminvest Wealth Management LLC: 13F holdings
CIK 20365172026Q2
| Positions | 58 |
|---|
| Reported value | $430.3m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 58 (+3 vs prior quarter) |
|---|
| Reported value | $430.3m (+12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 296,405 | $109.4m | 25.4% |
| VXUS VANGUARD STAR FDS | 995,284 | $84.7m | 19.7% |
| VEU VANGUARD INTL EQUITY INDEX F | 462,478 | $38.4m | 8.9% |
| BND VANGUARD BD INDEX FDS | 378,971 | $27.8m | 6.5% |
| VTEB VANGUARD MUN BD FDS | 551,562 | $27.7m | 6.4% |
| BNDX VANGUARD CHARLOTTE FDS | 522,481 | $25.3m | 5.9% |
| VCIT VANGUARD SCOTTSDALE FDS | 255,861 | $21.1m | 4.9% |
| VOO VANGUARD INDEX FDS | 23,198 | $15.9m | 3.7% |
| VCSH VANGUARD SCOTTSDALE FDS | 147,957 | $11.7m | 2.7% |
| VXF VANGUARD INDEX FDS | 41,698 | $10.2m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2036517")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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