Home › Luminvest Wealth Management LLC

Luminvest Wealth Management LLC 13F holdings

Filed 2026-07-29 · Luminvest Wealth Management LLC · 58 positions · $430.3M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS296.4K$109.4M25.4%
VXUSVANGUARD STAR FDS995.3K$84.7M19.7%
VEUVANGUARD INTL EQUITY INDEX F462.5K$38.4M8.9%
BNDVANGUARD BD INDEX FDS379.0K$27.8M6.5%
VTEBVANGUARD MUN BD FDS551.6K$27.7M6.4%
BNDXVANGUARD CHARLOTTE FDS522.5K$25.3M5.9%
VCITVANGUARD SCOTTSDALE FDS255.9K$21.1M4.9%
VOOVANGUARD INDEX FDS23.2K$15.9M3.7%
VCSHVANGUARD SCOTTSDALE FDS148.0K$11.7M2.7%
VXFVANGUARD INDEX FDS41.7K$10.2M2.4%
VTVVANGUARD INDEX FDS31.7K$6.9M1.6%
SPYSTATE STR SPDR S&P 500 ETF T8.1K$6.1M1.4%
VEAVANGUARD TAX-MANAGED FDS72.3K$5.2M1.2%
ITOTISHARES TR24.4K$4.0M0.9%
VTECVANGUARD CALIF TAX FREE FDS35.4K$3.6M0.8%
SCHBSCHWAB STRATEGIC TR118.1K$3.4M0.8%
VBILVANGUARD INSTL INDEX FD34.3K$2.6M0.6%
VYMVANGUARD WHITEHALL FDS12.5K$2.0M0.5%
IXUSISHARES TR20.2K$1.9M0.4%
IWRISHARES TR15.1K$1.7M0.4%
VUGVANGUARD INDEX FDS17.6K$1.5M0.4%
VBVANGUARD INDEX FDS4.7K$1.4M0.3%
VIGVANGUARD SPECIALIZED FUNDS5.6K$1.3M0.3%
SCHASCHWAB STRATEGIC TR25.8K$931,4320.2%
IJHISHARES TR11.9K$905,8340.2%
MUMICRON TECHNOLOGY INC773$892,2660.2%
MSFTMICROSOFT CORP2.3K$840,6500.2%
AAPLAPPLE INC2.6K$776,0930.2%
GOOGLALPHABET INC2.2K$771,5860.2%
BRK-BBERKSHIRE HATHAWAY INC DEL1.5K$771,1010.2%
NVDANVIDIA CORPORATION3.5K$695,9810.2%
VOVANGUARD INDEX FDS8.6K$695,5840.2%
VWOVANGUARD INTL EQUITY INDEX F10.1K$602,0580.1%
BLVVANGUARD BD INDEX FDS8.7K$601,3400.1%
VYMIVANGUARD WHITEHALL FDS5.8K$572,7490.1%
IVVISHARES TR731$547,6350.1%
DFAUDIMENSIONAL ETF TRUST10.3K$534,5780.1%
JNJJOHNSON & JOHNSON1.9K$505,6090.1%
VTEIVANGUARD MUN BD FDS4.8K$482,8030.1%
SGOVISHARES TR4.7K$476,8310.1%
ABBVABBVIE INC1.6K$416,7780.1%
AVGOBROADCOM INC1.1K$407,5920.1%
AMZNAMAZON COM INC1.6K$373,2400.1%
JPMJPMORGAN CHASE & CO1.1K$349,1020.1%
VGKVANGUARD INTL EQUITY INDEX F3.5K$310,8680.1%
VPLVANGUARD INTL EQUITY INDEX F2.5K$286,9700.1%
AMATAPPLIED MATLS INC382$276,1860.1%
IWMISHARES TR924$271,0080.1%
FNDXSCHWAB STRATEGIC TR8.3K$256,8550.1%
NSCNORFOLK SOUTHN CORP800$251,6720.1%
SPTMSPDR SERIES TRUST2.7K$243,3170.1%
DYNFBLACKROCK ETF TRUST3.5K$241,4360.1%
CGXUCAPITAL GROUP INTL FOCUS EQT6.9K$240,2970.1%
VNQVANGUARD INDEX FDS2.5K$239,8990.1%
SCHDSCHWAB STRATEGIC TR7.3K$230,2950.1%
HDHOME DEPOT INC648$227,9260.1%
BNDWVANGUARD SCOTTSDALE FDS3.1K$210,9670.0%
EXMOCEXXON MOBIL CORP1.5K$206,5840.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}