Luminvest Wealth Management LLC Portfolio Holdings

Luminvest Wealth Management LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $241 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $66.9B, Vanguard Star Fd Vanguard Tota with a value of $41.8B, Vanguard Ftse All World Ex Us with a value of $27B, Vanguard Mun Bd Fds Tax Exempt with a value of $19B, and Vanguard Total International B with a value of $15.1B.

Examining the 13F form we can see an increase of $28.1B in the current position value, from $213B to 241B. Also it can be appreciated an additional of 2 stocks purchases and 2 closed positions.

Luminvest Wealth Management LLC is based out at Scottsdale, AZ

Below you can find more details about Luminvest Wealth Management LLC portfolio as well as his latest detailed transactions.