Luminvest Wealth Management LLC Portfolio Holdings

Luminvest Wealth Management LLC

  • $243 Billion
  • Q1 2025

Luminvest Wealth Management LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $243 Billion distributed in 53 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 $68.8B, Vanguard Star Fd Vanguard Tota with a value of $43.6B, Vanguard Ftse All World Ex Us with a value of $25.8B, Vanguard Mun Bd Fds Tax Exempt with a value of $18.6B, and Vanguard Total International B with a value of $16.1B.

Examining the 13F form we can see an decrease of $5.02B in the current position value, from $248B to 243B.

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 $243 Billion
ETFs: $239 Billion
Technology: $1.52 Billion
Financial Services: $754 Million
Healthcare: $591 Million
Communication Services: $347 Million
Consumer Defensive: $201 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.8 Billion 28.36% of portfolio
250,375
Q1 2025 Added 0.63%
$0
$43.6 Billion 17.98% of portfolio
702,454
Q1 2025 Reduced 0.62%
$0
$25.8 Billion 10.61% of portfolio
424,607
Q1 2025 Reduced 0.52%
$0
$18.6 Billion 7.68% of portfolio
375,484
Q1 2025 Reduced 13.77%
$0
$16.1 Billion 6.62% of portfolio
329,222
Q1 2025 Added 0.62%
$0
$15.9 Billion 6.54% of portfolio
216,046
Q1 2025 Added 2.84%
$0
$14.6 Billion 6.02% of portfolio
178,551
Q1 2025 Added 0.9%
$0
$7.48 Billion 3.08% of portfolio
94,720
Q1 2025 Added 0.89%
$0
$7.25 Billion 2.99% of portfolio
14,105
Q1 2025 Reduced 15.33%
$0
$4.53 Billion 1.87% of portfolio
8,106
Q4 2023 New
$0
$3.47 Billion 1.43% of portfolio
20,152
Q1 2025 Reduced 8.44%
$0
$3.17 Billion 1.31% of portfolio
18,345
Q1 2025 Added 0.47%
$0
$1.72 Billion 0.71% of portfolio
33,874
Q1 2025 Added 2.04%
$0
$1.28 Billion 0.53% of portfolio
15,056
Q4 2024 Reduced 0.01%
$0
$1.25 Billion 0.51% of portfolio
6,424
Q1 2025 Reduced 3.75%
$0
$1.17 Billion 0.48% of portfolio
9,077
Q1 2025 Added 0.25%
$694B
$754 Million 0.31% of portfolio
1,416
Q2 2024 Added 1.14%
$0
$695 Million 0.29% of portfolio
11,914
Q4 2023 New
$3.42T
$663 Million 0.27% of portfolio
2,985
Q4 2024 Reduced 17.99%
Vanguard Mun Bd Fds
-
$652 Million 0.27% of portfolio
-
Q4 2024 Added 5.4%
$0
$611 Million 0.25% of portfolio
26,063
Q1 2025 Reduced 2.73%
$0
$596 Million 0.25% of portfolio
8,469
Q1 2025 Added 0.74%
$2.95T
$612 Million 0.25% of portfolio
1,630
Q4 2024 Added 1.81%
$0
$396 Million 0.16% of portfolio
1,786
Q1 2025 Reduced 56.29%
$0
$360 Million 0.15% of portfolio
3,572
Q1 2025 New
$957B
$347 Million 0.14% of portfolio
2,247
Q4 2024 Added 66.82%
$345B
$321 Million 0.13% of portfolio
1,531
Q4 2024 Reduced 8.92%
$0
$313 Million 0.13% of portfolio
4,242
Q1 2025 Added 0.64%
$409B
$271 Million 0.11% of portfolio
1,632
Q4 2024 Reduced 18.24%
$177B
$246 Million 0.1% of portfolio
400
Q2 2024 New
$385B
$201 Million 0.08% of portfolio
1,182
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $243 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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