Luminvest Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Luminvest Wealth Management LLC held in its portfolio 50 assets valued at $360,434,338 (i.e. $360.43M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($94.09M), VANGUARD STAR FDS ($67.22M), and VANGUARD INTL EQUITY INDEX F ($33.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Luminvest Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 280640 | 94090177 | TOTAL STK MKT |
| VANGUARD STAR FDS | 890978 | 67215383 | VG TL INTL STK F |
| VANGUARD INTL EQUITY INDEX F | 461852 | 33973863 | ALLWRLD EX US |
| VANGUARD MUN BD FDS | 532359 | 26772346 | TAX EXEMPT BD |
| VANGUARD BD INDEX FDS | 315871 | 23396558 | TOTAL BND MRKT |
| VANGUARD CHARLOTTE FDS | 455930 | 22030558 | TOTAL INT BD ETF |
| VANGUARD SCOTTSDALE FDS | 221739 | 18570667 | INT-TERM CORP |
| VANGUARD INDEX FDS | 22518 | 14121647 | S&P 500 ETF SHS |
| VANGUARD SCOTTSDALE FDS | 118128 | 9418369 | SHRT TRM CORP BD |
| VANGUARD INDEX FDS | 36911 | 7718765 | EXTEND MKT ETF |
| SPDR S&P 500 ETF TR | 8138 | 5549465 | TR UNIT |
| VANGUARD INDEX FDS | 24518 | 4682756 | VALUE ETF |
| VANGUARD TAX-MANAGED FDS | 67197 | 4197786 | VAN FTSE DEV MKT |
| ISHARES TR | 21351 | 3174611 | CORE S&P TTL STK |
| SCHWAB STRATEGIC TR | 74431 | 1952322 | US BRD MKT ETF |
| VANGUARD WHITEHALL FDS | 12549 | 1801045 | HIGH DIV YLD |
| ISHARES TR | 20116 | 1702587 | CORE MSCI TOTAL |
| ISHARES TR | 15056 | 1449441 | RUS MID CAP ETF |
| VANGUARD CALIF TAX FREE FDS | 14375 | 1441231 | TAX EXEMPT BD FD |
| NVIDIA CORPORATION | 7665 | 1429536 | COM |
| VANGUARD INDEX FDS | 2677 | 1305913 | GROWTH ETF |
| VANGUARD SPECIALIZED FUNDS | 5836 | 1282584 | DIV APP ETF |
| ISHARES TR | 11999 | 1204441 | 0-3 MNTH TREASRY |
| VANGUARD INDEX FDS | 4590 | 1183948 | SMALL CP ETF |
| ISHARES TR | 11914 | 786335 | CORE S&P MCP ETF |
| MICROSOFT CORP | 1563 | 755721 | COM |
| SCHWAB STRATEGIC TR | 25780 | 734214 | US SML CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 1416 | 711752 | CL B NEW |
| VANGUARD BD INDEX FDS | 8807 | 612269 | LONG TERM BOND |
| VANGUARD INTL EQUITY INDEX F | 6632 | 571315 | FTSE EUROPE ETF |
| VANGUARD INTL EQUITY INDEX F | 9936 | 534181 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 1830 | 531103 | MID CAP ETF |
| VANGUARD WHITEHALL FDS | 5832 | 524923 | INTL HIGH ETF |
| VANGUARD MUN BD FDS | 4782 | 482134 | INTERMEDIATE TRM |
| ALPHABET INC | 1518 | 475155 | CAP STK CL A |
| APPLE INC | 1698 | 461664 | COM |
| VANGUARD SCOTTSDALE FDS | 5437 | 373751 | TOTAL WLD BD ETF |
| ABBVIE INC | 1531 | 349818 | COM |
| JOHNSON & JOHNSON | 1632 | 337709 | COM |
| JPMORGAN CHASE & CO. | 827 | 266519 | COM |
| BROADCOM INC | 730 | 252653 | COM |
| ISHARES TR | 362 | 248143 | CORE S&P500 ETF |
| INTUIT | 363 | 240458 | COM |
| NORFOLK SOUTHN CORP | 800 | 230976 | COM |
| ISHARES TR | 924 | 227396 | RUSSELL 2000 ETF |
| SCHWAB STRATEGIC TR | 8259 | 224727 | FUNDAMENTAL US L |
| EXXON MOBIL CORP | 1810 | 217815 | COM |
| HOME DEPOT INC | 607 | 209004 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 6941 | 205107 | SHS CREATION UNI |
| MICRON TECHNOLOGY INC | 713 | 203497 | COM |
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