Luminvest Wealth Management LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 430,335
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 58 | 430,335 | 13F-HR | Luminvest Wealth Management LLC |
| Q1 2026 | 5/1/2026 | 55 | 382,465 | 13F-HR | Luminvest Wealth Management LLC |
| Q4 2025 | 1/26/2026 | 50 | 360,434 | 13F-HR | Luminvest Wealth Management LLC |
| Q3 2025 | 11/4/2025 | 46 | 306,779 | 13F-HR | Luminvest Wealth Management LLC |
| Q2 2025 | 7/17/2025 | 41 | 278,938 | 13F-HR | Luminvest Wealth Management LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.004 K | 1.9% | 3.045 K | 0 | 3.045 K |
| ETFs | 421.7 K | 98.0% | 44.82 K | 0 | 44.82 K |
| Debt | 601 | 0.1% | 8 | 0 | 8 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
430,335
Holdings
58
QoQ value change ($000)
47,870
(12.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.