Luminvest Wealth Management LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $248 Billion distributed in 32 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 $72.1B, Vanguard Star Fd Vanguard Tota with a value of $41.7B, Vanguard Ftse All World Ex Us with a value of $24.5B, Vanguard Mun Bd Fds Tax Exempt with a value of $21.8B, and Vanguard Total International B with a value of $16B.
Examining the 13F form we can see an increase of $6.61B in the current position value, from $241B to 248B.
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.
