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CIK: 0002036517
Total reported value
$380.5M
$380.5M
41 檔
51.4%
The Q2 2025 SEC filing reveals that Luminvest Wealth Management LLC held a total portfolio value of $380.5M, covering 41 public equity positions.
During Q2 2025, Luminvest Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 27.61% | +1.67% | +0.81% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 18.40% | +0.57% | +5.82% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 10.71% | +0.78% | +4.35% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 7.35% | +0.76% | +11.57% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.06% | -0.55% | +3.72% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.95% | -0.72% | +4.55% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.38% | -0.99% | +1.49% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.96% | +0.31% | +2.69% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.71% | -0.31% | -1.48% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.80% | +0.23% | — | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.57% | -0.14% | +12.89% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.23% | -0.01% | +5.78% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.23% | +0.30% | — | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | -0.37% | +8.46% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.69% | -0.13% | — | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.50% | +0.07% | — | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.50% | +0.03% | — | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.31% | EXIT | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.21% | +1.41% | |
| 20 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.42% | +0.12% | — | |
| 21 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.35% | — | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.06% | +0.06% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | +0.02% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | +0.02% | — | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.23% | — | -1.99% | |
| 26 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.21% | +0.01% | +1.18% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.01% | -19.13% | |
| 28 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.17% | -0.11% | EXIT | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.15% | -0.02% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | -0.01% | +5.38% | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.15% | -0.11% | EXIT | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.13% | — | +5.45% | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.11% | — | — | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | -0.10% | EXIT | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | -0.05% | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.08% | +0.03% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | -0.08% | EXIT | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | -0.03% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.07% | +0.01% | — | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.07% | +0.01% | — | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.07% | -0.09% | EXIT |
According to official SEC Form 13F filings, Luminvest Wealth Management LLC reported a total U.S. public equity portfolio value of $380.5M across 41 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, VEU) accounted for 51.4% of total reported equity market value during Q2 2025.
During Q2 2025, Luminvest Wealth Management LLC's top holdings by market value included VTI (27.6%)、VXUS (18.4%)、VEU (10.7%). The largest single position, VTI, represented 27.6% of total portfolio value.
In Q2 2025, Luminvest Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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