Thrivent Financial For Lutherans Portfolio Holdings

Thrivent Financial For Lutherans

$45.7 Billion
Q2 2025

Thrivent Financial For Lutherans has filed its 13F form on August 26, 2025 for Q2 2025 where it was disclosed a total value porftolio of $45.7 Billion distributed in 4212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $1.84B, Nvidia Corp with a value of $1.69B, Amazon Com Inc with a value of $1.25B, Meta Platforms, Inc. with a value of $1.21B, and Apple Inc. with a value of $1.05B.

Examining the 13F form we can see an increase of $225M in the current position value, from $45.5B to 45.7B.

Thrivent Financial For Lutherans is based out at Minneapolis, MN

Below you can find more details about Thrivent Financial For Lutherans portfolio as well as his latest detailed transactions.

Portfolio value $45.7 Billion

Technology: $10.1 Billion

Financial Services: $6.15 Billion

Industrials: $4.71 Billion

Consumer Cyclical: $4.2 Billion

ETFs: $4.1 Billion

Healthcare: $3.93 Billion

Communication Services: $3.23 Billion

Energy: $1.39 Billion

Other: $4.82 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
TFC Truist Financial Corp Financial Services	$57.4B	$3.29 Million 0.01% of portfolio	76,522	Q2 2025 Reduced 49.63%
TRMK Trustmark Corp Financial Services	$2.38B	$6.7 Million 0.01% of portfolio	183,868	Q2 2025 Added 16.55%
TSN Tyson Foods, Inc. Consumer Defensive	$15.3B	$3.27 Million 0.01% of portfolio	58,694	Q2 2025 Added 55.25%
UDR Udr, Inc. Real Estate	$11.8B	$4.34 Million 0.01% of portfolio	106,164	Q2 2025 Added 757.68%
ULTA Ulta Beauty, Inc. Consumer Cyclical	$27.6B	$4.36 Million 0.01% of portfolio	9,317	Q2 2025 Reduced 12.89%
UMBF Umb Financial Corp Financial Services	$5.62B	$6.68 Million 0.01% of portfolio	63,493	Q2 2025 Reduced 36.6%
UNF Unifirst Corp Industrials	$2.44B	$4.03 Million 0.01% of portfolio	21,390	Q2 2025 Added 94.05%
UAL United Airlines Holdings, Inc. Industrials	$34B	$3.27 Million 0.01% of portfolio	41,046	Q2 2025 Reduced 82.98%
UCBI United Community Banks Inc Financial Services	$3.11B	$4.45 Million 0.01% of portfolio	149,434	Q2 2025 Added 1.13%
UNM Unum Group Financial Services	$15.2B	$4.54 Million 0.01% of portfolio	56,162	Q2 2025 Added 6.35%
URBN Urban Outfitters Inc Consumer Cyclical	$6.26B	$3.23 Million 0.01% of portfolio	44,581	Q2 2025 Added 7.83%
VLO Valero Energy Corp Energy	$62.1B	$6.51 Million 0.01% of portfolio	48,377	Q2 2025 Added 16.79%
VLY Valley National Bancorp Financial Services	$5.31B	$2.97 Million 0.01% of portfolio	332,223	Q2 2025 Added 0.24%
VMI Valmont Industries Inc Industrials	$8.75B	$2.43 Million 0.01% of portfolio	7,393	Q2 2025 Added 0.54%
CLOI Vaneck ETF Tr ETFs	$0	$5.3 Million 0.01% of portfolio	100,010	Q2 2025 New
ITM Vaneck Intermediate Muni ETF ETFs	$0	$4.11 Million 0.01% of portfolio	90,276	Q2 2025 New
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$2.68 Million 0.01% of portfolio	34,049	Q2 2025 Reduced 33.63%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$5.71 Million 0.01% of portfolio	20,074	Q2 2025 Added 5.27%
VBR Vanguard Small Cap Value ETF ETFs	$0	$2.61 Million 0.01% of portfolio	13,402	Q2 2025 Reduced 50.31%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$3.17 Million 0.01% of portfolio	11,432	Q2 2025 New
Vanguard Malvern Fds	-	$5.93 Million 0.01% of portfolio	-	Q2 2025 New
VGIT Vanguard Intermediate Term Tre ETFs	$0	$3.07 Million 0.01% of portfolio	51,533	Q2 2025 Reduced 85.33%
VGSH Vanguard ETFs	$0	$6 Million 0.01% of portfolio	102,338	Q2 2025 Added 1.03%
VONE Vanguard Russell 1000 ETF ETFs	$0	$2.63 Million 0.01% of portfolio	9,377	Q2 2025 Added 583.45%
VTWO Vanguard Russell 2000 ETF ETFs	$0	$2.64 Million 0.01% of portfolio	30,258	Q2 2025 Reduced 27.06%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$3.65 Million 0.01% of portfolio	52,845	Q2 2025 New
VFMO Vanguard Wellington Fd U S Mom ETFs	$0	$3.74 Million 0.01% of portfolio	21,653	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$4.75 Million 0.01% of portfolio	35,614	Q2 2025 Added 2.97%
VDE Vanguard Energy ETF ETFs	$0	$2.83 Million 0.01% of portfolio	23,714	Q2 2025 Added 527.19%
VHT Vanguard Health Care ETF ETFs	$0	$3.62 Million 0.01% of portfolio	14,574	Q2 2025 Added 459.68%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$5.81 Million 0.01% of portfolio	15,860	Q2 2025 Added 16.09%
VRRM Verra Mobility Corp Industrials	$3.71B	$4.21 Million 0.01% of portfolio	165,915	Q2 2025 Reduced 2.25%
VTRS Viatris Inc Healthcare	$12.1B	$6.27 Million 0.01% of portfolio	701,849	Q2 2025 Added 95.21%
Viavi Solutions Inc	-	$5.87 Million 0.01% of portfolio	-	Q2 2025 Reduced 0.51%
VIRT Virtu Financial, Inc. Financial Services	$3.46B	$2.71 Million 0.01% of portfolio	60,591	Q2 2025 Reduced 1.83%
VC Visteon Corp Consumer Cyclical	$3.26B	$2.62 Million 0.01% of portfolio	28,033	Q2 2025 Added 36.62%
WAB Westinghouse Air Brake Technologies Corp Industrials	$35.9B	$3.7 Million 0.01% of portfolio	17,666	Q2 2025 Reduced 19.67%
WAFD Washington Federal Inc Financial Services	$1.89B	$2.6 Million 0.01% of portfolio	88,800	Q2 2025 Added 48.24%
WEAV Weave Communications, Inc. Technology	$434M	$3.65 Million 0.01% of portfolio	438,597	Q2 2025 New
WBS Webster Financial Corp Financial Services	$10.2B	$4.26 Million 0.01% of portfolio	77,943	Q2 2025 Reduced 1.89%
WERN Werner Enterprises Inc Industrials	$1.67B	$4.02 Million 0.01% of portfolio	146,973	Q2 2025 Reduced 47.64%
WST West Pharmaceutical Services Inc Healthcare	$19.5B	$6.39 Million 0.01% of portfolio	29,210	Q2 2025 Reduced 33.41%
WAL Western Alliance Bancorporation Financial Services	$8.59B	$3.54 Million 0.01% of portfolio	45,354	Q2 2025 Reduced 97.99%
WDC Western Digital Corp Technology	$38.2B	$5.8 Million 0.01% of portfolio	90,665	Q2 2025 Reduced 54.04%
WU Western Union CO Financial Services	$3.15B	$3.87 Million 0.01% of portfolio	459,980	Q2 2025 Added 0.58%
WLY John Wiley & Sons, Inc. Communication Services	$1.75B	$2.48 Million 0.01% of portfolio	55,511	Q2 2025 Reduced 0.14%
WSC Will Scot Mobile Mini Holdings Corp. Industrials	$4.72B	$4.39 Million 0.01% of portfolio	160,334	Q2 2025 Reduced 0.99%
EUDG Wisdomtree Tr ETFs	$0	$2.82 Million 0.01% of portfolio	81,089	Q2 2025 New
DTH Wisdomtree Tr ETFs	$0	$6.61 Million 0.01% of portfolio	142,711	Q2 2025 New
DON Wisdomtree Tr U.S. Midcap Divi ETFs	$0	$2.31 Million 0.01% of portfolio	46,043	Q2 2025 New

Summary

Portfolio
No. of Stocks 4,212
Current Value $45.7 Billion
Prior Value $45.5 Billion
Filing
Period Q2 2025
Filing Date August 26, 2025
Form Type 13F-HR/A
Activity in Q2 2025
New Purchases 66 stocks
Additional Purchases 1,077 stocks
Sold out of 0 stocks
Reduced holdings in 985 stocks

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Thrivent Financial For Lutherans Portfolio Holdings