LUMINVEST WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 2K | $554.38K |
 | JNJ | 2K | $302.58K |
 | MSFT | 2K | $819.21K |
 | ABBV | 2K | $354.49K |
 | GOOGL | 2K | $369.04K |
 | NVDA | 1K | $273.34K |
 | BRK-B | 1K | $711.88K |
 | AMZN | 953 | $209.25K |
 | ORCL | 884 | $248.69K |
 | JPM | 853 | $268.79K |
 | AVGO | 730 | $240.83K |
 | HD | 607 | $246.11K |
 | INTU | 363 | $247.90K |
Apple Inc.
AAPL
Shares Held
2K
Value
$554.38K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$302.58K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$819.21K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$354.49K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$369.04K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$273.34K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$711.88K
Amazon.com, Inc.
AMZN
Shares Held
953
Value
$209.25K
Oracle Corporation
ORCL
Shares Held
884
Value
$248.69K
JPMorgan Chase & Co.
JPM
Shares Held
853
Value
$268.79K
Broadcom Inc.
AVGO
Shares Held
730
Value
$240.83K
The Home Depot, Inc.
HD
Shares Held
607
Value
$246.11K
Intuit Inc.
INTU
Shares Held
363
Value
$247.90K