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Luminvest Wealth Management LLC

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13F filer, CIK 2036517, SCOTTSDALE, AZ

Luminvest Wealth Management LLC reported $382,465,272 across 55 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-01. Its ten largest share positions make up 86.7% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002036517-26-000002

Period
2026-03-31
Reported value
$382M
Holdings
55
Top 10 weight
86.7%
New
6
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTECadded+31,272$3.1M
VXUSadded+35,486$2.77M
VBILnew+34,488$2.61M
BNDadded+31,850$2.35M
VTIadded+6,754$2.23M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-6,000-$1.05M
VGKreduced-3,274-$285K
INTUexited-363-$240K
XOMreduced-528-$89.6K
BLVreduced-189-$13K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002036517-26-000002, largest first. % of portfolio is the value over $382,465,272, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248,796 shares; 2025Q1: 250,375 shares; 2025Q2: 252,398 shares; 2025Q3: 259,904 shares; 2025Q4: 280,640 shares; 2026Q1: 287,394 shares 287,394$94.7M24.76%+6,754Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 706,866 shares; 2025Q1: 702,454 shares; 2025Q2: 743,366 shares; 2025Q3: 776,939 shares; 2025Q4: 890,978 shares; 2026Q1: 926,464 shares 926,464$72.4M18.92%+35,486Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 426,823 shares; 2025Q1: 424,607 shares; 2025Q2: 443,063 shares; 2025Q3: 461,600 shares; 2025Q4: 461,852 shares; 2026Q1: 467,861 shares 467,861$35.9M9.4%+6,009Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435,437 shares; 2025Q1: 375,484 shares; 2025Q2: 418,936 shares; 2025Q3: 479,108 shares; 2025Q4: 532,359 shares; 2026Q1: 540,555 shares 540,555$27.1M7.08%+8,196Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,075 shares; 2025Q1: 216,046 shares; 2025Q2: 225,866 shares; 2025Q3: 264,354 shares; 2025Q4: 315,871 shares; 2026Q1: 347,721 shares 347,721$25.6M6.7%+31,850Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 327,209 shares; 2025Q1: 329,222 shares; 2025Q2: 341,459 shares; 2025Q3: 385,081 shares; 2025Q4: 455,930 shares; 2026Q1: 490,152 shares 490,152$23.6M6.16%+34,222Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176,953 shares; 2025Q1: 178,551 shares; 2025Q2: 181,213 shares; 2025Q3: 128,921 shares; 2025Q4: 221,739 shares; 2026Q1: 238,214 shares 238,214$19.7M5.16%+16,475Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,658 shares; 2025Q1: 14,105 shares; 2025Q2: 14,484 shares; 2025Q3: 15,855 shares; 2025Q4: 22,518 shares; 2026Q1: 23,325 shares 23,325$14.4M3.77%+807Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,886 shares; 2025Q1: 94,720 shares; 2025Q2: 93,322 shares; 2025Q3: 100,697 shares; 2025Q4: 118,128 shares; 2026Q1: 129,776 shares 129,776$10.3M2.69%+11,648Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,009 shares; 2025Q1: 20,152 shares; 2025Q2: 22,750 shares; 2025Q3: 25,461 shares; 2025Q4: 36,911 shares; 2026Q1: 37,527 shares 37,527$7.88M2.06%+616Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,106 shares; 2025Q1: 8,106 shares; 2025Q2: 8,106 shares; 2025Q3: 6,232 shares; 2025Q4: 8,138 shares; 2026Q1: 8,138 shares 8,138$5.43M1.42%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,260 shares; 2025Q1: 18,345 shares; 2025Q2: 19,405 shares; 2025Q3: 19,817 shares; 2025Q4: 24,518 shares; 2026Q1: 25,639 shares 25,639$5.04M1.32%+1,121Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,198 shares; 2025Q1: 33,874 shares; 2025Q2: 36,740 shares; 2025Q3: 37,744 shares; 2025Q4: 67,197 shares; 2026Q1: 75,005 shares 75,005$4.81M1.26%+7,808Timeline
VTECVANGUARD CALIF TAX FREE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,717 shares; 2025Q1: not reported; 2025Q2: 11,904 shares; 2025Q3: 12,072 shares; 2025Q4: 14,375 shares; 2026Q1: 45,647 shares 45,647$4.52M1.18%+31,272Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,309 shares; 2025Q3: 25,486 shares; 2025Q4: 21,351 shares; 2026Q1: 21,919 shares 21,919$3.15M0.82%+568Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,488 shares 34,488$2.61M0.68%newTimeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,572 shares; 2025Q2: 4,112 shares; 2025Q3: 12,626 shares; 2025Q4: 11,999 shares; 2026Q1: 23,668 shares 23,668$2.38M0.62%+11,669Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,054 shares; 2025Q1: 9,077 shares; 2025Q2: 9,205 shares; 2025Q3: 12,549 shares; 2025Q4: 12,549 shares; 2026Q1: 12,549 shares 12,549$1.86M0.49%0Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,995 shares; 2025Q3: 70,978 shares; 2025Q4: 74,431 shares; 2026Q1: 74,021 shares 74,021$1.86M0.49%-410Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,924 shares; 2025Q3: 18,047 shares; 2025Q4: 20,116 shares; 2026Q1: 20,501 shares 20,501$1.78M0.46%+385Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,056 shares; 2025Q1: 15,056 shares; 2025Q2: 15,056 shares; 2025Q3: 15,056 shares; 2025Q4: 15,056 shares; 2026Q1: 15,056 shares 15,056$1.46M0.38%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,674 shares; 2025Q1: 6,424 shares; 2025Q2: 6,364 shares; 2025Q3: 6,048 shares; 2025Q4: 5,836 shares; 2026Q1: 5,800 shares 5,800$1.25M0.33%-36Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,677 shares; 2026Q1: 3,608 shares 3,608$1.25M0.33%+931Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,086 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 3,667 shares; 2025Q4: 4,590 shares; 2026Q1: 4,674 shares 4,674$1.23M0.32%+84Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,914 shares; 2025Q1: 11,914 shares; 2025Q2: 11,914 shares; 2025Q3: 11,914 shares; 2025Q4: 11,914 shares; 2026Q1: 11,914 shares 11,914$867K0.23%0Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,794 shares; 2025Q1: 26,063 shares; 2025Q2: 25,544 shares; 2025Q3: 25,780 shares; 2025Q4: 25,780 shares; 2026Q1: 25,780 shares 25,780$750K0.2%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares; 2026Q1: 1,416 shares 1,416$679K0.18%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 1,830 shares; 2026Q1: 2,497 shares 2,497$678K0.18%+667Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,407 shares; 2025Q1: 8,469 shares; 2025Q2: 8,569 shares; 2025Q3: 8,673 shares; 2025Q4: 8,807 shares; 2026Q1: 8,618 shares 8,618$593K0.15%-189Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,631 shares; 2025Q3: 1,582 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares 1,563$578K0.15%0Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,215 shares; 2025Q1: 4,242 shares; 2025Q2: 4,473 shares; 2025Q3: 4,473 shares; 2025Q4: 5,832 shares; 2026Q1: 5,832 shares 5,832$550K0.14%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,936 shares; 2026Q1: 9,937 shares 9,937$537K0.14%+1Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,748 shares 10,748$485K0.13%newTimeline
VTEIVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,598 shares; 2025Q1: 6,598 shares; 2025Q2: 4,782 shares; 2025Q3: 4,782 shares; 2025Q4: 4,782 shares; 2026Q1: 4,782 shares 4,782$478K0.12%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 730 shares 730$477K0.12%+368Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,985 shares; 2025Q1: 2,985 shares; 2025Q2: 2,414 shares; 2025Q3: 2,177 shares; 2025Q4: 1,698 shares; 2026Q1: 1,770 shares 1,770$462K0.12%+72Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,247 shares; 2025Q1: 2,247 shares; 2025Q2: 2,368 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,518 shares 1,518$437K0.11%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares 1,632$385K0.1%0Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,884 shares; 2025Q1: 13,884 shares; 2025Q2: 13,884 shares; 2025Q3: 7,623 shares; 2025Q4: 5,437 shares; 2026Q1: 5,430 shares 5,430$371K0.1%-7Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 1,531 shares; 2026Q1: 1,531 shares 1,531$329K0.09%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,208 shares; 2025Q4: 6,632 shares; 2026Q1: 3,358 shares 3,358$292K0.08%-3,274Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 7,665 shares; 2026Q1: 1,665 shares 1,665$290K0.08%-6,000Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,448 shares; 2025Q4: not reported; 2026Q1: 2,482 shares 2,482$261K0.07%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 924 shares; 2025Q1: not reported; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 924 shares; 2026Q1: 924 shares 924$256K0.07%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 728 shares; 2025Q3: 853 shares; 2025Q4: 827 shares; 2026Q1: 856 shares 856$252K0.07%+29Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,111 shares 3,111$246K0.06%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 713 shares; 2026Q1: 713 shares 713$241K0.06%0Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,259 shares; 2026Q1: 8,259 shares 8,259$230K0.06%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares 800$230K0.06%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: not reported; 2026Q1: 1,088 shares 1,088$227K0.06%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares 730$226K0.06%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,472 shares 2,472$219K0.06%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,810 shares; 2026Q1: 1,282 shares 1,282$218K0.06%-528Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,941 shares; 2026Q1: 6,941 shares 6,941$205K0.05%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 607 shares 607$200K0.05%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INTUINTUIT363$240Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002036517-26-000002 base2026-05-01acceptance time not in the bulk data set