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CIK: 0002036517
Total reported value
$380.5M
$380.5M
46 檔
57.6%
As reported in its official Q3 2025 Form 13F filing, Luminvest Wealth Management LLC's tracked investment portfolio stood at $380.5M with 46 total positions.
In Q3 2025, Luminvest Wealth Management LLC displayed an active expansion posture, initiating 15 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 27.80% | +1.67% | +2.97% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 18.60% | +0.57% | +4.52% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 10.74% | +0.78% | +4.18% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 7.82% | +0.76% | +14.36% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.41% | -0.72% | +17.04% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.21% | -0.55% | +12.78% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.53% | -0.99% | -28.86% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.16% | +0.31% | +9.47% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.68% | -0.31% | +7.90% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.74% | -0.14% | +11.92% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | +0.23% | -23.12% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.21% | +0.30% | +0.70% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.20% | -0.01% | +2.12% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.74% | -0.37% | +2.73% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.59% | -0.13% | -12.37% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.58% | -0.21% | +36.33% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.49% | +0.07% | +0.69% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.47% | +0.03% | — | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.31% | EXIT | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.41% | -0.11% | EXIT | |
| 21 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.39% | +0.12% | +1.41% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.30% | -0.02% | +105.32% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.06% | -3.00% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | +0.02% | — | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.23% | — | +0.92% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | +0.02% | — | |
| 27 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.20% | +0.01% | +1.21% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.01% | -9.82% | |
| 29 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.17% | — | -45.10% | |
| 30 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.16% | -0.11% | EXIT | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.12% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | -0.01% | -35.90% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | -0.10% | EXIT | |
| 34 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.11% | -0.07% | EXIT | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.05% | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | +0.03% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.09% | -0.08% | EXIT | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.08% | — | — | |
| 39 | INTU | Intuit Inc | Stock-Tech | 0.08% | — | -9.25% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | -0.05% | EXIT | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | -0.03% | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.08% | -0.09% | EXIT | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.07% | +0.01% | — | |
| 44 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.07% | -0.07% | EXIT | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.07% | +0.01% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | -0.03% | — |
According to official SEC Form 13F filings, Luminvest Wealth Management LLC reported a total U.S. public equity portfolio value of $380.5M across 46 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, VEU) accounted for 57.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
ITOT
市值: $3.7M
Top Position Liquidated / Trimmed
PG
前期市值: $201.4K
During Q3 2025, Luminvest Wealth Management LLC's top holdings by market value included VTI (27.8%)、VXUS (18.6%)、VEU (10.7%). The largest single position, VTI, represented 27.8% of total portfolio value.
In Q3 2025, Luminvest Wealth Management LLC made 42 total portfolio adjustments, initiating 15 new buys, adding to 16 positions, trimming 10 holdings, and fully liquidating 1 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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