Luminvest Wealth Management LLC

Luminvest Wealth Management LLC reported 46 holdings worth US$380M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 14, 2026

Luminvest Wealth Management LLC reported 46 holdings worth US$380M as of Sep 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Micron Technology, Inc. Filed Oct 14, 2026 (Form 13F).

Holdings
46
Value as reported
US$380M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.1,533US$763K0.20%
Apple Inc2,215US$740K0.19%
Micron Technology, Inc.694US$739K0.19%
Nvidia Corporation3,230US$738K0.19%
Alphabet Inc (google) Class C1,849US$636K0.17%
Microsoft Corp.1,059US$543K0.14%
Johnson & Johnson1,045US$274K0.07%
Norfolk Southern Corporation801US$248K0.07%
Amazon.com, Inc.849US$212K0.06%
Abbvie Inc.0US$00.00%
Applied Materials, Inc.0US$00.00%
Broadcom Inc.0US$00.00%
Exxon Mobil Corporation0US$00.00%
Home Depot, Inc. (the)0US$00.00%
Jp Morgan Chase & Co.0US$00.00%

Source

View original at SEC

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