LUMINVEST WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 2K | $461.91K |
 | NVDA | 2K | $290.39K |
 | JNJ | 2K | $385.07K |
 | MSFT | 2K | $578.44K |
 | ABBV | 2K | $328.79K |
 | GOOGL | 2K | $436.54K |
 | BRK-B | 1K | $678.55K |
 | XOM | 1K | $217.50K |
 | AMZN | 1K | $226.60K |
 | JPM | 856 | $252.05K |
 | NSC | 800 | $229.60K |
 | AVGO | 730 | $225.94K |
 | MU | 713 | $240.88K |
 | HD | 607 | $200.41K |
Apple Inc.
AAPL
Shares Held
2K
Value
$461.91K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$290.39K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$385.07K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$578.44K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$328.79K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$436.54K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$678.55K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$217.50K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$226.60K
JPMorgan Chase & Co.
JPM
Shares Held
856
Value
$252.05K
Norfolk Southern Corporation
NSC
Shares Held
800
Value
$229.60K
Broadcom Inc.
AVGO
Shares Held
730
Value
$225.94K
Micron Technology, Inc.
MU
Shares Held
713
Value
$240.88K
The Home Depot, Inc.
HD
Shares Held
607
Value
$200.41K