Luminvest Wealth Management LLC Portfolio Holdings

Luminvest Wealth Management LLC

  • $360 Billion
  • Q4 2025

Luminvest Wealth Management LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $360 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $94.1B, Vanguard Star Fd Vanguard Tota with a value of $67.2B, Vanguard Ftse All World Ex Us with a value of $34B, Vanguard Mun Bd Fds Tax Exempt with a value of $26.8B, and Vanguard Bd Index Fd Inc Total with a value of $23.4B.

Examining the 13F form we can see an increase of $53.7B in the current position value, from $307B to 360B.

Luminvest Wealth Management LLC is based out at Scottsdale, AZ

Below you can find more details about Luminvest Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $360 Billion
ETFs: $352 Billion
Technology: $3.34 Billion
Financial Services: $978 Million
Healthcare: $688 Million
Communication Services: $475 Million
Industrials: $231 Million
Energy: $218 Million
Consumer Cyclical: $209 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$1.43 Billion 0.4% of portfolio
7,665
Q4 2025 Added 423.21%
$3.78T
$756 Million 0.21% of portfolio
1,563
Q4 2025 Reduced 1.2%
$662B
$712 Million 0.2% of portfolio
1,416
Q2 2024 Added 1.14%
$4.3T
$462 Million 0.13% of portfolio
1,698
Q4 2025 Reduced 22.0%
$1.65T
$475 Million 0.13% of portfolio
1,518
Q3 2025 Reduced 35.9%
$414B
$350 Million 0.1% of portfolio
1,531
Q4 2024 Reduced 8.92%
$522B
$338 Million 0.09% of portfolio
1,632
Q4 2024 Reduced 18.24%
$881B
$267 Million 0.07% of portfolio
827
Q4 2025 Reduced 3.05%
$182B
$240 Million 0.07% of portfolio
363
Q3 2025 Reduced 9.25%
$139B
$253 Million 0.07% of portfolio
730
Q2 2025 New
$65.7B
$231 Million 0.06% of portfolio
800
Q4 2025 New
$490B
$218 Million 0.06% of portfolio
1,810
Q4 2025 New
$367B
$209 Million 0.06% of portfolio
607
Q3 2025 New
$268B
$203 Million 0.06% of portfolio
713
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $360 Billion
  • Prior Value $307 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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