Luminist Capital LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
LC
Luminist Capital LLC
Institutional Filer 7.24%$75.3M111

Current Portfolio Holdings

Showing all 111 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1TFLOISHARES TREASURY FLOATING RATE BOND ETF445K$22.5M29.94%
2SHVISHARES 01 YEAR TREASURYBOND ETF66K$7.3M9.65%
3SGOLABRDN PHYSICAL GOLD SHARES ETF127K$5.7M7.56%
4UTWOF/M US TREASURY 2 YEAR NOTE ETF106K$5.1M6.83%
5VOOVANGUARD S&P 500 ETF5K$3.2M4.24%
6SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF66K$3.2M4.24%
7SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF54K$3.2M4.22%
8VVVANGUARD LARGE-CAP INDEXFUND ETF SHARES7K$2.0M2.64%
9XLVHealth Care Select Sector SPDR Fund12K$1.7M2.25%
10VBVANGUARD SMALL-CAP INDEXFUND ETF SHARES6K$1.5M1.99%
11VOVANGUARD MID-CAP INDEX FUND ETF SHARES5K$1.5M1.95%
12XLPConsumer Staples Select Sector SPDR Fund17K$1.4M1.89%
13NVDANVIDIA CorporationTechnology7K$1.3M1.69%
14XLEEnergy Select Sector SPDR Fund17K$1.0M1.39%
15XLYConsumer Discretionary Select Sector SPDR Fund9K$949K1.26%
Showing 1 to 15 of 111 holdings
Luminist Capital LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner