Luminvest Wealth Management LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Luminvest Wealth Management LLC opened 6 positions, added to 19, reduced 9, sold out of 4 and left 9 unchanged. The largest increase in value was VTI (+$14,649,908); the largest decrease was VBIL (-$2,608,992).
- VBIL: Country of operation —; Class 0-3 MO TREAS BIL; Shares 2026-03-31 34,488; Shares 2026-06-30 0.
- SGOV: Country of operation —; Class 0-3 MNTH TREASRY; Shares 2026-03-31 23,668; Shares 2026-06-30 0.
- SPTM: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 3,111; Shares 2026-06-30 0.
- CGXU: Country of operation —; Class SHS CREATION UNI; Shares 2026-03-31 6,941; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2036517): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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