Luminvest Wealth Management LLC
CIK
2036517
Location
SCOTTSDALE, AZ
Portfolio Value
Micro
$9,832,045
Diversification
Highly concentrated
Filing Date
Global Rank
#8,124
/ 8,605
▲ 12
· as of Mar 2026
Top Industry
Semiconductors
16.7%
3Y Alpha vs SPY
-0.7%
Period ended 3 months ago
Filed May 1, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+51.8%
SPY
+54.1%
Annualised alpha
-0.7%
Max drawdown
−16.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
53.8%
+5.5 pts
Top 5
75.6%
−2.1 pts
Top 10
91.0%
−1.3 pts
HHI
3,090
Highly concentrated+437
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 53.8% | $5,292,466 |
| Technology | 18.2% | $1,784,980 |
| Financial Services | 9.5% | $930,347 |
| Healthcare | 7.4% | $731,903 |
| Communication Services | 4.4% | $436,516 |
| Consumer Cyclical | 4.3% | $426,233 |
| Industrials | 2.3% | $229,600 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −6,000 | 1,665 | $290,376 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMZN | Amazon Com Inc | 1,088 | $226,597 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTU | Intuit Inc. | 363 | $240,458 | |
| No positions match the current search. | ||||
14 positions ·
$9,832,045 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 8,138 | $5,292,466 | 53.83% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,416 | $678,547 | 6.90% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,563 | $578,575 | 5.88% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,770 | $449,208 | 4.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,518 | $436,516 | 4.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,632 | $398,926 | 4.06% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,531 | $332,977 | 3.39% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,665 | $290,376 | 2.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 856 | $251,800 | 2.56% | |
| MU |
Micron Technology Inc
Technology
|
Held | 713 | $240,879 | 2.45% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 800 | $229,600 | 2.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 1,088 | $226,597 | 2.30% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 730 | $225,942 | 2.30% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 607 | $199,636 | 2.03% |