Fund Holdings — Luminist Capital LLC

Total Portfolio Value
$115.79M
Total Bought
$36.23M
Total Sold
$31.82M
Net Transaction
+$4.40M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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US TREASURY 2 YEAR NOTE
US TREASY 2 YR
093,386+93,38604,5303.91%+4,530
INNOVATOR ETFS TRUST
US EQTY PWR BF
083,271+83,27103,5373.05%+3,537
INNOVATOR ETFS TRUST
EQUITY DUAL DIRT
0151,444+151,44403,1002.68%+3,100
ISHARES MSCI EMERGING38451,707+51,323192,7832.40%+2,764
INNOVATOR ETFS TRUST
US SMALL CAP POW
070,232+70,23201,9241.66%+1,924
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
022,928+22,92801,6301.41%+1,630
SCHWAB PRIME ADVANTAGE M00001,4551.26%+1,455
INNOVATOR ETFS TRUST
GROW 100 PWR AUG
047,317+47,31701,3701.18%+1,370
SPDR GOLD TR(GLD)9,17911,528+2,3492,7984,0983.54%+1,300
SPDR GOLD SHARES ETF(GLD)9,17911,429+2,2502,7984,0693.51%+1,271
ABRDN PHYSICAL GOLD(SGOL)133,840138,289+4,4494,2605,0994.40%+839
SPDR FUND MATERIALS
ST STR MATER ETF
5099,788+9,279468680.75%+822
REAL ESTATE SELECT SCTR
ST STR REAL ETF
25719,136+18,879118060.70%+795
ENERGY SELECT SECTOR
ST STR ENERG ETF
3999,085+8,686348120.70%+778
INNOVATOR ETFS TRUST
INTRNL DEV JULY
021,364+21,36406980.60%+698
SPDR FUND CONSUMER
ST STR DISCR ETF
3,6879,955+6,2688051,4231.23%+618
ISHARES SILVER TR(SLV)10012,804+12,70435430.47%+539
ISHARES TR
FLTG RATE NT ETF
010,224+10,22405220.45%+522
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
31,38830,485-9037,0667,5706.54%+505
ISHARES TR4836,653+6,170395400.47%+501
INNOVATOR ETFS TRUST
US SML CP PWR B
013,502+13,50204180.36%+418
ISHARES TR04,120+4,12004130.36%+413
INNOVATOR ETFS TRUST
US EQTY PWR BUF
08,874+8,87403810.33%+381
VANGUARD STAR FDS05,072+5,07203730.32%+373
INNOVATOR ETFS TRUST
INTL DEVELOPED
013,274+13,27403700.32%+370
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
04,396+4,39603700.32%+370
ISHARES TR
0-5YR HI YL CP
08,499+8,49903680.32%+368
WALMART INC(WMT)21,20123,611+2,4102,0732,4332.10%+360
ISHARES TR75511,776+11,021233720.32%+349
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
06,184+6,18403060.26%+306
NVIDIA CORP(NVDA)6,8257,160+3351,0461,3411.16%+294
VANGUARD LARGE CAP ETF5,6636,159+4961,6141,9031.64%+289
INNOVATOR ETFS TRUST
GROWTH 100 POWER
09,476+9,47602720.23%+272
WISDOMTREE FLOATING RATE(WT)1,8767,272+5,396943660.32%+271
VANGUARD BD INDEX FDS
VANGUARD ULTRA
04,583+4,58302290.20%+229
VANGUARD WORLD FD0540+54002170.19%+217
VANGUARD SMALL CAP ETF4,8755,425+5501,1671,3831.19%+216
VANGUARD WORLD FD01,537+1,53702120.18%+212
VANGUARD MID CAP ETF4,2504,710+4601,1961,3821.19%+186
TECHNOLOGY SELECT SECTOR
ST STR TECHN ETF
5,4525,453+11,3681,5521.34%+184
VANGUARD TOTAL STOCK10,90410,558-3463,3143,4773.00%+163
INVESCO QQQ TR301539+2381653240.28%+159
VANGUARD TOTAL BOND MARK014,472+14,47201420.12%+142
SIMPLIFY GOLD STRATEGY
GOLD STRATEGY ET
03,424+3,42401390.12%+139
SELECT SECTOR HEALTH
ST STR CARE ETF
4,7325,420+6886477780.67%+131
VANGUARD TOTAL STOCK MKT0804+80401290.11%+129
OVERLAY SHS LARGE CAP
SHARES LAG CAP
3842,652+2,268191390.12%+121
VANGUARD S&P 500 ETF12,37311,624-7497,0257,1446.17%+119
ALPHABET INC(GOOG)639895+2561122190.19%+107
SELECT SECTOR INDUSTRIAL
ST STR INDL ETF
5,4325,870+4388049030.78%+99
VANGUARD TOTAL INTL STOC02,356+2,3560940.08%+94
APPLE INC(AAPL)1,7781,755-233654470.39%+82
VANECK GOLD MINERS ETF
GOLD MINERS ETF
7821,567+785411210.10%+80
INVSC QQQ TRUST SRS 1301405+1041652440.21%+80
VANGUARD HIGH DIVIDEND24,63923,993-6463,3153,3852.92%+70
MICROSOFT CORP(MSFT)428538+1102112800.24%+69
TESLA INC(TSLA)0150+1500690.06%+69
DEFIANCE QUANTUM ETF
DEFIA QUANT ETF
418996+578381060.09%+68
ALPHA ARCHITECT 1-3
ALPHA ARCH 1-3
0532+5320610.05%+61
SELECT SECTOR UTI SELECT
ST STR UTIL ETF
9,9649,923-418168740.75%+57
SCHWAB GOVERNMENT MONEY0000530.05%+53
VANGUARD TOTAL BOND0705+7050520.05%+52
META PLATFORMS INC(META)1889+7113640.06%+51
ISHARES BITCOIN ETF(IBIT)1,0781,728+650651150.10%+51
BROADCOM INC(AVGO)50187+13713620.05%+49
ISHARES EXPANDED TECH350751+40138860.07%+49
SPDR PORTFOLIO S&P 400
ST STR P400MID
58,55356,989-1,5643,2233,2712.82%+48
SIMPLIFY MANAGED FUTURS
MANAGED FUTURES
13,62314,561+9383654050.35%+40
ISHARES JPMORGAN USD MTS279681+40226650.06%+39
COMMUNICAT SVS SLCT SEC
ST STR SVC ETF
7,4017,159-2427988360.72%+38
ISHARES IBOXX HIGH YIELD483938+45539760.07%+37
VANGUARD TOTAL INTL BD I01,824+1,8240360.03%+36
AMERICAN FUNDS FUNDAMENT0375+3750350.03%+35
SPROTT PHYSICAL SILVER E(PSLV)02,000+2,0000320.03%+32
JPMORGAN MID CAP EQUITY0425+4250280.02%+28
SPDR BLOOMBERG CONVRTBL
ST STR CONV ETF
292559+26724510.04%+27
SPDR DOW JONES(DIA)55109+5424510.04%+26
ISHARES RUSSELL 2000192279+8742680.06%+26
ISHARES PREFERRED INCOME7551,532+77723490.04%+25
HARTFORD CORE EQUITY F0373+3730220.02%+22
OVERLAY SHS CORE BOND
SHARES CORE BD
0944+9440200.02%+20
POWER SOLUTIONS INTL INC(PSIX)0200+2000180.02%+18
AMERICAN FUNDS GROWTH FU207399+19217350.03%+18
AMERICAN FUNDS SMALLCAP0235+2350180.02%+18
SIMPLIFY BITCOIN STGY
BITC STR PLU ETF
8411,455+61425420.04%+17
GLOBAL X NASDAQ 100 RSK
NASDAQ 100 RIS
15,05016,159+1,1092402570.22%+16
NEBIUS GROUP N V A F(NBIS)0138+1380160.01%+16
VANGUARD TOTAL
TOTAL INT BD ETF
0316+3160160.01%+16
ISHARES SILVER TRUST(SLV)100423+3233180.02%+15
GLOBAL X SILVER MINERS
GLOBAL X SILVER
0200+2000140.01%+14
TERADYNE INC(TER)273273025390.03%+13
ISHARES MSCI GLO GOLD
MSCI GBL GOLD MN
0200+2000130.01%+13
SPROTT PHYSICAL GOLD ETV(PHYS)0400+4000120.01%+12
FIRST TRUST NASDAQ
NASDQ SEMCNDTR
594594057680.06%+11
ROLLS-ROYCE HOLDINGS P F0700+7000110.01%+11
LOOMIS SAYLES INVESTMENT01,123+1,1230110.01%+11
AMERICAN FUNDS NEW PERSP0138+1380100.01%+10
INNOVATOR GROW 100 POWER
GRWT100 PWR BUF
57240+1833130.01%+10
CONSOLIDATED EDISON INC(ED)0100+1000100.01%+10
SPDR S&P 500 ETF(SPY)8593+852620.05%+10
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Luminist Capital LLC — 13F Holdings — Q3 2025 | TickerTrail