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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 66.87% of Luminvest Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTEC, VXUS, VBIL, BND, VTI, BNDX, VCIT, SGOV, VCSH, VEA.
Started 6 new stock positions in SPTM, DFAU, AMZN, VNQ, VBIL, VPL.
Reduced shares in these 8 stocks: NVDA, VGK, INTU, XOM, BLV, SCHB, VIG, BNDW.
Sold out of its position in INTU.
Luminvest Wealth Management was a net buyer of stock by $21M.
Luminvest Wealth Management has $383M in assets under management (AUM), dropping by 6.11%.
Central Index Key (CIK): 0002036517

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Portfolio Holdings for Luminvest Wealth Management

Luminvest Wealth Management holds 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	24.8	$95M	+2%	287k	329.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	18.9	$72M	+3%	927k	78.12	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	9.4	$36M		468k	76.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	7.1	$27M		541k	50.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.7	$26M	+10%	348k	73.67	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	6.2	$24M	+7%	490k	48.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.2	$20M	+7%	238k	82.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.8	$14M	+3%	23k	617.93	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.7	$10M	+9%	130k	79.29	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.1	$7.9M		38k	209.98	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$5.4M		8.1k	666.80	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$5.0M	+4%	26k	196.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$4.8M	+11%	75k	64.09	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	1.2	$4.5M	+217%	46k	99.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$3.1M	+2%	22k	143.49	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.7	$2.6M	NEW	35k	75.65	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$2.4M	+97%	24k	100.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$1.9M		13k	148.09	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.9M		74k	25.10	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$1.8M		21k	86.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.5M		15k	97.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.2M		5.8k	215.04	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.2M	+34%	3.6k	345.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.2M		4.7k	262.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$867k		12k	72.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$750k		26k	29.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$679k		1.4k	479.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$678k	+36%	2.5k	271.60	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$593k	-2%	8.6k	68.78	View chart
Microsoft Corporation (MSFT)	0.2	$578k		1.6k	370.08	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$550k		5.8k	94.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$537k		9.9k	54.05	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$485k	NEW	11k	45.12	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$478k		4.8k	99.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$477k	+101%	730.00	653.46	View chart
Apple (AAPL)	0.1	$462k	+4%	1.8k	260.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$437k		1.5k	287.57	View chart
Johnson & Johnson (JNJ)	0.1	$385k		1.6k	235.95	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$371k		5.4k	68.35	View chart
Abbvie (ABBV)	0.1	$329k		1.5k	214.75	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$292k	-49%	3.4k	87.06	View chart
NVIDIA Corporation (NVDA)	0.1	$290k	-78%	1.7k	174.41	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$261k	NEW	2.5k	105.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$256k		924.00	276.58	View chart
JPMorgan Chase & Co. (JPM)	0.1	$252k	+3%	856.00	294.45	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$246k	NEW	3.1k	79.06	View chart
Micron Technology (MU)	0.1	$241k		713.00	337.84	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$230k		8.3k	27.85	View chart
Norfolk Southern (NSC)	0.1	$230k		800.00	287.00	View chart
Amazon (AMZN)	0.1	$227k	NEW	1.1k	208.27	View chart
Broadcom (AVGO)	0.1	$226k		730.00	309.51	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$219k	NEW	2.5k	88.70	View chart
Exxon Mobil Corporation (XOM)	0.1	$218k	-29%	1.3k	169.66	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$205k		6.9k	29.49	View chart
Home Depot (HD)	0.1	$200k		607.00	330.16	View chart

Past Filings by Luminvest Wealth Management

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

Luminvest Wealth Management 2026 Q1 filed May 1, 2026
Luminvest Wealth Management 2025 Q4 filed Jan. 26, 2026
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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