Holdings
Luminvest Wealth Management LLC
As of Sep 30, 2026, Luminvest Wealth Management LLC reported 9 positions worth US$4.89M. Largest: Berkshire Hathaway Inc., Apple Inc and Micron Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 1,533 | US$763K | −8 | Sep 30, 2026 |
| Apple Inc | 2,215 | US$740K | −338 | Sep 30, 2026 |
| Micron Technology, Inc. | 694 | US$739K | −79 | Sep 30, 2026 |
| Nvidia Corporation | 3,230 | US$738K | −248 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 1,849 | US$636K | −310 | Sep 30, 2026 |
| Microsoft Corp. | 1,059 | US$543K | −1,195 | Sep 30, 2026 |
| Johnson & Johnson | 1,045 | US$274K | −905 | Sep 30, 2026 |
| Norfolk Southern Corporation | 801 | US$248K | +1 | Sep 30, 2026 |
| Amazon.com, Inc. | 849 | US$212K | −717 | Sep 30, 2026 |