Luminvest Wealth Management LLC Portfolio Holdings

Luminvest Wealth Management LLC

  • $241 Billion
  • Q3 2024

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.

Portfolio value $241 Billion
ETFs: $236 Billion
Technology: $2.06 Billion
Healthcare: $656 Million
Financial Services: $652 Million
Communication Services: $223 Million
Consumer Cyclical: $206 Million
Consumer Defensive: $204 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$850 Million 0.35% of portfolio
3,640
Q3 2024 Reduced 3.04%
$3.11T
$689 Million 0.29% of portfolio
1,601
Q3 2024 Added 7.16%
$620B
$652 Million 0.27% of portfolio
1,416
Q2 2024 Added 1.14%
$313B
$330 Million 0.14% of portfolio
1,681
Q2 2024 New
$406B
$326 Million 0.14% of portfolio
1,996
Q3 2024 Added 0.05%
$354B
$278 Million 0.12% of portfolio
2,290
Q2 2024 Added 38.79%
$430B
$206 Million 0.09% of portfolio
507
Q3 2024 New
$984B
$223 Million 0.09% of portfolio
1,347
Q2 2024 New
$418B
$204 Million 0.08% of portfolio
1,183
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $241 Billion
  • Prior Value $213 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 3 stocks
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