Luminvest Wealth Management LLC Portfolio Holdings

Luminvest Wealth Management LLC

  • $307 Billion
  • Q3 2025

Luminvest Wealth Management LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $307 Billion distributed in 46 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 $85.3B, Vanguard Star Fd Vanguard Tota with a value of $57.1B, Vanguard Ftse All World Ex Us with a value of $32.9B, Vanguard Mun Bd Fds Tax Exempt with a value of $24B, and Vanguard Bd Index Fd Inc Total with a value of $19.7B.

Examining the 13F form we can see an increase of $27.8B in the current position value, from $279B to 307B.

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.

Portfolio value $307 Billion
ETFs: $300 Billion
Technology: $2.38 Billion
Financial Services: $981 Million
Healthcare: $657 Million
Consumer Cyclical: $455 Million
Communication Services: $369 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$85.3 Billion 27.8% of portfolio
259,904
Q3 2025 Added 2.97%
$0
$57.1 Billion 18.6% of portfolio
776,939
Q3 2025 Added 4.52%
$0
$32.9 Billion 10.74% of portfolio
461,600
Q3 2025 Added 4.18%
$0
$24 Billion 7.82% of portfolio
479,108
Q3 2025 Added 14.36%
$0
$19.7 Billion 6.41% of portfolio
264,354
Q3 2025 Added 17.04%
$0
$19 Billion 6.21% of portfolio
385,081
Q3 2025 Added 12.78%
$0
$10.8 Billion 3.53% of portfolio
128,921
Q3 2025 Reduced 28.86%
$0
$9.71 Billion 3.16% of portfolio
15,855
Q3 2025 Added 9.47%
$0
$8.23 Billion 2.68% of portfolio
100,697
Q3 2025 Added 7.9%
$0
$5.33 Billion 1.74% of portfolio
25,461
Q3 2025 Added 11.92%
$0
$4.15 Billion 1.35% of portfolio
6,232
Q3 2025 Reduced 23.12%
$0
$3.71 Billion 1.21% of portfolio
25,486
Q3 2025 Added 0.7%
$0
$3.7 Billion 1.2% of portfolio
19,817
Q3 2025 Added 2.12%
$0
$2.26 Billion 0.74% of portfolio
37,744
Q3 2025 Added 2.73%
$0
$1.82 Billion 0.59% of portfolio
70,978
Q3 2025 Reduced 12.37%
$0
$1.77 Billion 0.58% of portfolio
12,549
Q3 2025 Added 36.33%
$0
$1.45 Billion 0.47% of portfolio
15,056
Q4 2024 Reduced 0.01%
$0
$1.3 Billion 0.43% of portfolio
6,048
Q3 2025 Reduced 4.97%
$0
$1.27 Billion 0.41% of portfolio
12,626
Q3 2025 Added 207.05%
Vanguard Calif Tax Free Fds
-
$1.2 Billion 0.39% of portfolio
-
Q3 2025 Added 1.41%
$0
$932 Million 0.3% of portfolio
3,667
Q3 2025 Added 105.32%
$3.78T
$819 Million 0.27% of portfolio
1,582
Q3 2025 Reduced 3.0%
$0
$782 Million 0.25% of portfolio
11,914
Q4 2023 New
$0
$719 Million 0.23% of portfolio
25,780
Q3 2025 Added 0.92%
$662B
$712 Million 0.23% of portfolio
1,416
Q2 2024 Added 1.14%
$0
$614 Million 0.2% of portfolio
8,673
Q3 2025 Added 1.21%
$4.3T
$554 Million 0.18% of portfolio
2,177
Q3 2025 Reduced 9.82%
$0
$531 Million 0.17% of portfolio
7,623
Q3 2025 Reduced 45.1%
Vanguard Mun Bd Fds
-
$480 Million 0.16% of portfolio
-
Q2 2025 Reduced 27.52%
$414B
$354 Million 0.12% of portfolio
1,531
Q4 2024 Reduced 8.92%
$0
$379 Million 0.12% of portfolio
4,473
Q2 2025 Added 5.45%
$1.65T
$369 Million 0.12% of portfolio
1,518
Q3 2025 Reduced 35.9%
$0
$336 Million 0.11% of portfolio
4,208
Q3 2025 New
$522B
$303 Million 0.1% of portfolio
1,632
Q4 2024 Reduced 18.24%
$881B
$269 Million 0.09% of portfolio
853
Q3 2025 Added 17.17%
$465B
$273 Million 0.09% of portfolio
1,465
Q2 2025 New
$367B
$246 Million 0.08% of portfolio
607
Q3 2025 New
$182B
$248 Million 0.08% of portfolio
363
Q3 2025 Reduced 9.25%
$0
$243 Million 0.08% of portfolio
362
Q3 2025 New
$139B
$241 Million 0.08% of portfolio
730
Q2 2025 New
$593B
$249 Million 0.08% of portfolio
884
Q3 2025 New
$2.39T
$209 Million 0.07% of portfolio
953
Q2 2025 New
$0
$211 Million 0.07% of portfolio
719
Q2 2025 New
$0
$230 Million 0.07% of portfolio
924
Q2 2025 New
$0
$215 Million 0.07% of portfolio
2,448
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $307 Billion
  • Prior Value $279 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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