Long-term investor
Luminvest Wealth Management LLC @luminvestwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002036517).
Record
- Tracked since 2025-06-30 (472 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days -1.6% · 6 months +5.2% · 1 year -3.8% · all -3.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 27.1% · long · since 2025-09-30
- 921909768 · 20.3% · long · since 2025-09-30
- 922042775 · 9.7% · long · since 2025-09-30
- 922907746 · 7.2% · long · since 2025-09-30
- 921937835 · 5.7% · long · since 2025-09-30
- 92203J407 · 5.3% · long · since 2025-09-30
- 922908363 · 4.0% · long · since 2025-09-30
- 92206C870 · 3.9% · long · since 2025-09-30
- 92206C409 · 2.4% · long · since 2025-09-30
- 922908652 · 2.2% · long · since 2025-09-30
- 78462F103 · 1.6% · long · since 2025-09-30
- 922908744 · 1.6% · long · since 2025-09-30