Luminvest Wealth Management LLC Portfolio Holdings
Luminvest Wealth Management LLC
- $279 Billion
- Q2 2025
Luminvest Wealth Management LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $279 Billion distributed in 41 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 $77B, Vanguard Star Fd Vanguard Tota with a value of $51.3B, Vanguard Ftse All World Ex Us with a value of $29.9B, Vanguard Mun Bd Fds Tax Exempt with a value of $20.5B, and Vanguard Total International B with a value of $16.9B.
Examining the 13F form we can see an increase of $36.3B in the current position value, from $243B to 279B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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