Luminvest Wealth Management LLC
Net buyer this quarter
$430M
18
+$1.95M
3.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $6.06M | 1.41% | Not reported | Not reported | Q4 2023 |
 VYM | $1.98M | 0.46% | Not reported | Not reported | Q2 2024 |
 MU | $892K | 0.21% | 0.00% | +8.4% | Q4 2025 |
 MSFT | $841K | 0.20% | 0.00% | +44.2% | Q4 2023 |
 AAPL | $776K | 0.18% | 0.00% | +44.2% | Q4 2023 |
 GOOGL | $772K | 0.18% | 0.00% | +42.2% | Q2 2024 |
 BRK.B | $771K | 0.18% | Not reported | +8.8% | Q4 2023 |
 NVDA | $696K | 0.16% | 0.00% | +108.9% | Q1 2024 |
 JNJ | $506K | 0.12% | 0.00% | +19.5% | Q2 2024 |
 ABBV | $417K | 0.10% | 0.00% | +7.5% | Q2 2024 |
 AVGO | $408K | 0.09% | 0.00% | +47.8% | Q2 2025 |
 AMZN | $373K | 0.09% | 0.00% | +43.9% | Q2 2025 |
 JPM | $349K | 0.08% | 0.00% | +24.4% | Q2 2025 |
| VPL | $287K | 0.07% | Not reported | 0.0% | Q3 2025 |
 AMAT | $276K | 0.06% | 0.00% | New | Q2 2026 |
 NSC | $252K | 0.06% | 0.00% | Not reported | Q2 2024 |
 HD | $228K | 0.05% | 0.00% | +6.8% | Q3 2024 |
 XOM | $207K | 0.05% | 0.00% | +17.9% | Q4 2025 |
| Q1 2026 | |||||
| SPY | $5.43M | 1.42% | Not reported | Not reported | Q4 2023 |
| VYM | $1.86M | 0.49% | Not reported | Not reported | Q2 2024 |
| BRK.B | $679K | 0.18% | Not reported | Not reported | Q4 2023 |
| MSFT | $578K | 0.15% | 0.00% | Not reported | Q4 2023 |
| AAPL | $462K | 0.12% | 0.00% | +4.2% | Q4 2023 |
| GOOGL | $437K | 0.11% | 0.00% | Not reported | Q2 2024 |
| JNJ | $385K | 0.10% | 0.00% | Not reported | Q2 2024 |
| ABBV | $329K | 0.09% | 0.00% | Not reported | Q2 2024 |
| NVDA | $290K | 0.08% | 0.00% | -78.3% | Q1 2024 |
| VPL | $261K | 0.07% | Not reported | Not reported | Q3 2025 |
| JPM | $252K | 0.07% | 0.00% | +3.5% | Q2 2025 |
| MU | $241K | 0.06% | 0.00% | Not reported | Q4 2025 |
| NSC | $230K | 0.06% | 0.00% | Not reported | Q2 2024 |
| AMZN | $227K | 0.06% | 0.00% | Not reported | Q2 2025 |
| AVGO | $226K | 0.06% | 0.00% | Not reported | Q2 2025 |
| XOM | $218K | 0.06% | 0.00% | -29.2% | Q4 2025 |
| HD | $200K | 0.05% | 0.00% | Not reported | Q3 2024 |
| Q4 2025 | |||||
| SPY | $5.55M | 1.54% | Not reported | +30.6% | Q4 2023 |
| VYM | $1.8M | 0.50% | Not reported | Not reported | Q2 2024 |
| NVDA | $1.43M | 0.40% | 0.00% | +423.2% | Q1 2024 |
| MSFT | $756K | 0.21% | 0.00% | -1.2% | Q4 2023 |
| BRK.B | $712K | 0.20% | Not reported | Not reported | Q4 2023 |
| GOOGL | $475K | 0.13% | 0.00% | Not reported | Q2 2024 |
| AAPL | $462K | 0.13% | 0.00% | -22.0% | Q4 2023 |
| ABBV | $350K | 0.10% | 0.00% | Not reported | Q2 2024 |
| JNJ | $338K | 0.09% | 0.00% | Not reported | Q2 2024 |
| JPM | $267K | 0.07% | 0.00% | -3.1% | Q2 2025 |
| AVGO | $253K | 0.07% | 0.00% | Not reported | Q2 2025 |
 INTU | $240K | 0.07% | 0.00% | Not reported | Q2 2024 |
| NSC | $231K | 0.06% | 0.00% | Not reported | Q2 2024 |
| XOM | $218K | 0.06% | 0.00% | New | Q4 2025 |
| HD | $209K | 0.06% | 0.00% | Not reported | Q3 2024 |
| MU | $203K | 0.06% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| SPY | $4.15M | 1.35% | Not reported | -23.1% | Q4 2023 |
| VYM | $1.77M | 0.58% | Not reported | +36.3% | Q2 2024 |
| MSFT | $819K | 0.27% | 0.00% | -3.0% | Q4 2023 |
| BRK.B | $712K | 0.23% | Not reported | Not reported | Q4 2023 |
| AAPL | $554K | 0.18% | 0.00% | -9.8% | Q4 2023 |
| GOOGL | $369K | 0.12% | 0.00% | -35.9% | Q2 2024 |
| ABBV | $354K | 0.12% | 0.00% | Not reported | Q2 2024 |
| JNJ | $303K | 0.10% | 0.00% | Not reported | Q2 2024 |
| NVDA | $273K | 0.09% | 0.00% | Not reported | Q1 2024 |
| JPM | $269K | 0.09% | 0.00% | +17.2% | Q2 2025 |
 ORCL | $249K | 0.08% | 0.00% | New | Q3 2025 |
| INTU | $248K | 0.08% | 0.00% | -9.3% | Q2 2024 |
| HD | $246K | 0.08% | 0.00% | Not reported | Q3 2024 |
| AVGO | $241K | 0.08% | 0.00% | Not reported | Q2 2025 |
| VPL | $215K | 0.07% | Not reported | New | Q3 2025 |
| AMZN | $209K | 0.07% | 0.00% | Not reported | Q2 2025 |