Luminvest Wealth Management LLC
Luminvest Wealth Management LLC reported 58 holdings worth US$430M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Luminvest Wealth Management LLC reported 58 holdings worth US$430M as of Jun 30, 2026. Largest: Micron Technology, Inc., Microsoft Corp. and Apple Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 58
- Value as reported
- US$430M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Micron Technology, Inc. | 773 | US$892K | 0.21% |
| Microsoft Corp. | 2,254 | US$841K | 0.20% |
| Apple Inc | 2,553 | US$776K | 0.18% |
| Alphabet Inc (google) Class C | 2,159 | US$772K | 0.18% |
| Berkshire Hathaway Inc. | 1,541 | US$771K | 0.18% |
| Nvidia Corporation | 3,478 | US$696K | 0.16% |
| Johnson & Johnson | 1,950 | US$506K | 0.12% |
| Abbvie Inc. | 1,646 | US$417K | 0.10% |
| Broadcom Inc. | 1,079 | US$408K | 0.09% |
| Amazon.com, Inc. | 1,566 | US$373K | 0.09% |
| Jp Morgan Chase & Co. | 1,065 | US$349K | 0.08% |
| Applied Materials, Inc. | 382 | US$276K | 0.06% |
| Norfolk Southern Corporation | 800 | US$252K | 0.06% |
| Home Depot, Inc. (the) | 648 | US$228K | 0.05% |
| Exxon Mobil Corporation | 1,511 | US$207K | 0.05% |