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Luminvest Wealth Management

Latest statistics and disclosures from Luminvest Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VXUS, VEU, VTEB, BND, and represent 71.38% of Luminvest Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTEB, BND, VXUS, VTI, BNDX, VEU, SGOV, VOO, VCSH, VXF.
Started 5 new stock positions in ORCL, IVV, VPL, HD, VGK.
Reduced shares in these 9 stocks: VCIT, SPY, BNDW, SCHB, GOOGL, VIG, AAPL, MSFT, INTU.
Luminvest Wealth Management was a net buyer of stock by $13M.
Luminvest Wealth Management has $307M in assets under management (AUM), dropping by 9.98%.
Central Index Key (CIK): 0002036517

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Portfolio Holdings for Luminvest Wealth Management

Luminvest Wealth Management holds 46 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	27.8	$85M	+2%	260k	328.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	18.6	$57M	+4%	777k	73.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	10.7	$33M	+4%	462k	71.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	7.8	$24M	+14%	479k	50.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.4	$20M	+17%	264k	74.39	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	6.2	$19M	+12%	385k	49.46	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.5	$11M	-28%	129k	84.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.2	$9.7M	+9%	16k	612.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.7	$8.2M	+7%	101k	81.68	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.7	$5.3M	+11%	26k	209.36	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$4.2M	-23%	6.2k	666.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$3.7M		26k	145.64	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$3.7M	+2%	20k	186.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$2.3M	+2%	38k	59.92	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.8M	-12%	71k	25.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.8M	+36%	13k	140.95	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$1.5M		18k	82.58	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$1.5M		15k	96.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.3M	-4%	6.0k	215.77	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$1.3M	+207%	13k	100.70	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.4	$1.2M		12k	99.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$932k	+105%	3.7k	254.25	View chart
Microsoft Corporation (MSFT)	0.3	$819k	-3%	1.6k	517.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$782k		12k	65.64	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$719k		26k	27.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$712k		1.4k	502.74	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$615k		8.7k	70.85	View chart
Apple (AAPL)	0.2	$554k	-9%	2.2k	254.66	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$531k	-45%	7.6k	69.66	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.2	$480k		4.8k	100.32	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$379k		4.5k	84.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$369k	-35%	1.5k	243.11	View chart
Abbvie (ABBV)	0.1	$355k		1.5k	231.54	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$336k	NEW	4.2k	79.81	View chart
Johnson & Johnson (JNJ)	0.1	$303k		1.6k	185.40	View chart
NVIDIA Corporation (NVDA)	0.1	$273k		1.5k	186.58	View chart
JPMorgan Chase & Co. (JPM)	0.1	$269k	+17%	853.00	315.11	View chart
Oracle Corporation (ORCL)	0.1	$249k	NEW	884.00	281.32	View chart
Intuit (INTU)	0.1	$248k	-9%	363.00	682.91	View chart
Home Depot (HD)	0.1	$246k	NEW	607.00	405.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$243k	NEW	362.00	670.12	View chart
Broadcom (AVGO)	0.1	$241k		730.00	329.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$230k		924.00	248.90	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$215k	NEW	2.4k	87.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$211k		719.00	293.55	View chart
Amazon (AMZN)	0.1	$209k		953.00	219.57	View chart

Past Filings by Luminvest Wealth Management

SEC 13F filings are viewable for Luminvest Wealth Management going back to 2024

Luminvest Wealth Management 2025 Q3 filed Nov. 4, 2025
Luminvest Wealth Management 2025 Q2 filed July 17, 2025
Luminvest Wealth Management 2025 Q1 filed April 30, 2025
Luminvest Wealth Management 2024 Q4 filed Jan. 29, 2025
Luminvest Wealth Management 2023 Q4 filed Oct. 30, 2024
Luminvest Wealth Management 2024 Q1 filed Oct. 30, 2024
Luminvest Wealth Management 2024 Q2 filed Oct. 30, 2024
Luminvest Wealth Management 2024 Q3 filed Oct. 30, 2024

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