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CIK: 0002036517
Total reported value
$380.5M
$380.5M
50 檔
64.5%
At the close of Q4 2025, Luminvest Wealth Management LLC disclosed equity holdings valued at approximately $380.5M, spread across 50 reported holdings.
In Q4 2025, Luminvest Wealth Management LLC displayed an active expansion posture, initiating 7 new positions and adding to 22 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 | 26.10% | +1.67% | +7.98% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 18.65% | +0.57% | +14.68% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 9.43% | +0.78% | +0.05% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 7.43% | +0.76% | +11.11% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.49% | -0.72% | +19.49% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.11% | -0.55% | +18.40% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.15% | -0.99% | +72.00% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.92% | +0.31% | +42.02% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.61% | -0.31% | +17.31% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.14% | -0.14% | +44.97% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | +0.23% | +30.58% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.30% | -0.01% | +23.72% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.16% | -0.37% | +78.03% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.88% | +0.30% | -16.22% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.54% | -0.13% | +4.86% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.21% | — | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.47% | +0.07% | +11.46% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.40% | +0.03% | — | |
| 19 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.40% | +0.12% | +19.08% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.03% | +423.21% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.03% | — | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.36% | -0.31% | EXIT | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.33% | -0.11% | EXIT | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.33% | -0.02% | +25.17% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.22% | +0.02% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.06% | -1.20% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.20% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | +0.02% | — | |
| 29 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.17% | +0.01% | +1.54% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.16% | -0.07% | EXIT | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | +0.01% | — | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.15% | +0.01% | +154.52% | |
| 33 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.15% | — | +30.38% | |
| 34 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.13% | -0.11% | EXIT | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | -0.01% | — | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.01% | -22.00% | |
| 37 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.10% | — | -28.68% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | -0.10% | EXIT | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | -0.05% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | -0.08% | EXIT | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.07% | -0.09% | EXIT | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | -0.03% | — | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.07% | — | — | |
| 44 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.06% | +0.01% | — | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.06% | +0.01% | — | |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.06% | +0.01% | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.06% | -0.05% | EXIT | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.06% | -0.05% | EXIT | |
| 49 | CGXU | Cap Group Intl Focus | ETF-Other | 0.06% | — | — | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.06% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | +1.6% | +72.00% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.8% | +42.02% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.4% | +78.03% | Add |
| 4 | VXF | Vanguard Extended Market ETF | +0.4% | +44.97% | Add |
| 5 | NVDA | Nvidia CORP | +0.3% | +423.21% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +30.58% | Add |
| 7 | VTV | Vanguard Value ETF | +0.1% | +23.72% | Add |
| 8 | BND | Vanguard Total Bond Market | +0.1% | +19.49% | Add |
| 9 | VO | Vanguard Mid-cap ETF | +0.1% | +154.52% | Add |
| 10 | VXUS | Vanguard Total Intl Stock | +0.1% | +14.68% | Add |
| 11 | VGK | Vanguard Ftse Europe ETF | +0.1% | +57.60% | Add |
| 12 | VB | Vanguard Small-cap ETF | 0% | +25.17% | Add |
| 13 | VYMI | Vanguard Int High Dvd Yld In | 0% | +30.38% | Add |
| 14 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +19.08% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 16 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 17 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 18 | INTU | Intuit Inc | 0% | — | Unchanged |
| 19 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 20 | IXUS | Ishares Core Intl Stock ETF | 0% | +11.46% | Add |
| 21 | HD | Home Depot Inc | 0% | — | Unchanged |
| 22 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 24 | JPM | Jpmorgan Chase & Co | 0% | -3.05% | Trim |
| 25 | SCHA | Schwab US Small-cap ETF | 0% | — | Unchanged |
| 26 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 27 | VTEI | Vanguard Int Tax-exempt Bond | 0% | — | Unchanged |
| 28 | BLV | Vanguard Long-term Bond ETF | 0% | +1.54% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 30 | SCHB | Schwab US Broad Market ETF | -0.1% | +4.86% | Add |
| 31 | AAPL | Apple Inc | -0.1% | -22.00% | Trim |
| 32 | MSFT | Microsoft CORP | -0.1% | -1.20% | Trim |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +17.31% | Add |
| 34 | BNDW | Vanguard Total World Bond Et | -0.1% | -28.68% | Trim |
| 35 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -3.51% | Trim |
| 36 | IWR | Ishares Russell Mid-cap ETF | -0.1% | — | Unchanged |
| 37 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -4.97% | Trim |
| 38 | VYM | Vanguard High Dvd Yield ETF | -0.1% | — | Unchanged |
| 39 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +18.40% | Add |
| 40 | ITOT | Ishares Core S&p Total U.s. | -0.3% | -16.22% | Trim |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | -0.4% | +11.11% | Add |
| 42 | VEU | Vanguard Ftse All-world Ex-u | -1.3% | +0.05% | Add |
| 43 | VTI | Vanguard Total Stock Mkt ETF | -1.7% | +7.98% | Add |
| 44 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 45 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 46 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 47 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 48 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | New buy |
| 49 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 50 | VPL | Vanguard Ftse Pacific ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Luminvest Wealth Management LLC reported a total U.S. public equity portfolio value of $380.5M across 50 disclosed positions in Q4 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 64.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
VUG
市值: $1.3M
Top Position Liquidated / Trimmed
ORCL
前期市值: $248.7K
During Q4 2025, Luminvest Wealth Management LLC's top holdings by market value included VTI (26.1%)、VXUS (18.6%)、VEU (9.4%). The largest single position, VTI, represented 26.1% of total portfolio value.
In Q4 2025, Luminvest Wealth Management LLC made 39 total portfolio adjustments, initiating 7 new buys, adding to 22 positions, trimming 7 holdings, and fully liquidating 3 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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