Luminvest Wealth Management LLC Top Holdings and 13F Report (2025) About Luminvest Wealth Management LLCInvestment ActivityLuminvest Wealth Management LLC has $278.94 million in total holdings as of June 30, 2025.Luminvest Wealth Management LLC owns shares of 41 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.71% of the portfolio was purchased this quarter.About 0.23% of the portfolio was sold this quarter.This quarter, Luminvest Wealth Management LLC has purchased 32 new stocks and bought additional shares in 17 stocks.Luminvest Wealth Management LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $77,018,091Vanguard Total International Stock ETF $51,335,333Vanguard FTSE All-World ex-US ETF $29,871,639Vanguard Tax-Exempt Bond ETF $20,494,497Vanguard Total International Bond ETF $16,890,390 Largest New Holdings this Quarter 464287150 - iShares Core S&P Total U.S. Stock Market ETF $3,420,392 Holding808524102 - Schwab US Broad Market ETF $1,930,133 Holding46432F834 - iShares Core MSCI Total International Stock ETF $1,385,749 Holding922021605 - VANGUARD CALIF TAX FREE FDS $1,161,936 Holding67066G104 - NVIDIA $231,459 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 25,309 shares (about $3.42M)Vanguard Total International Stock ETF 40,912 shares (about $2.83M)Vanguard Tax-Exempt Bond ETF 43,452 shares (about $2.13M)Schwab US Broad Market ETF 80,995 shares (about $1.93M)iShares Core MSCI Total International Stock ETF 17,924 shares (about $1.39M) Largest Sales this Quarter VANGUARD MUN BD FDS 1,816 shares (about $178.97K)Apple 571 shares (about $117.76K)Vanguard Short-Term Corporate Bond ETF 1,398 shares (about $113.19K)Schwab US Small-Cap ETF 519 shares (about $13.13K)Vanguard Dividend Appreciation ETF 60 shares (about $12.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLuminvest Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$77,018,091$617,309 ▲0.8%252,39827.6%ETFVXUSVanguard Total International Stock ETF$51,335,333$2,825,299 ▲5.8%743,36618.4%ETFVEUVanguard FTSE All-World ex-US ETF$29,871,639$1,244,317 ▲4.3%443,06310.7%ETFVTEBVanguard Tax-Exempt Bond ETF$20,494,497$2,125,687 ▲11.6%418,9367.3%ETFBNDXVanguard Total International Bond ETF$16,890,390$605,308 ▲3.7%341,4596.1%ETFBNDVanguard Total Bond Market ETF$16,604,062$721,897 ▲4.5%225,8666.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$15,009,877$220,494 ▲1.5%181,2135.4%ETFVOOVanguard S&P 500 ETF$8,249,047$215,851 ▲2.7%14,4843.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,556,092$113,193 ▼-1.5%93,3222.7%ETFSPYSPDR S&P 500 ETF Trust$5,022,9500.0%8,1061.8%FinanceVXFVanguard Extended Market ETF$4,389,862$501,313 ▲12.9%22,7501.6%ETFVTVVanguard Value ETF$3,429,508$187,337 ▲5.8%19,4051.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,420,392$3,420,392 ▲New Holding25,3091.2%ETFVEAVanguard FTSE Developed Markets ETF$2,093,679$163,323 ▲8.5%36,7400.8%ETFSCHBSchwab US Broad Market ETF$1,930,133$1,930,133 ▲New Holding80,9950.7%ETFIXUSiShares Core MSCI Total International Stock ETF$1,385,749$1,385,749 ▲New Holding17,9240.5%ManufacturingIWRiShares Russell Mid-Cap ETF$1,384,7000.0%15,0560.5%ETFVIGVanguard Dividend Appreciation ETF$1,302,461$12,280 ▼-0.9%6,3640.5%ETFVYMVanguard High Dividend Yield ETF$1,227,359$17,067 ▲1.4%9,2050.4%ETFVANGUARD CALIF TAX FREE FDS$1,161,936$1,161,936 ▲New Holding11,9040.4%TAX EXEMPT BD FDBNDWVanguard Total World Bond ETF$962,6180.0%13,8840.3%ETFMSFTMicrosoft$811,093$497 ▲0.1%1,6310.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$758,2170.0%11,9140.3%ETFBRK.BBerkshire Hathaway$687,8500.0%1,4160.2%FinanceSCHASchwab US Small-Cap ETF$646,263$13,131 ▼-2.0%25,5440.2%ETFBLVVanguard Long-Term Bond ETF$595,938$6,955 ▲1.2%8,5690.2%ETFAAPLApple$497,834$117,756 ▼-19.1%2,4140.2%Computer and TechnologyVANGUARD MUN BD FDS$471,280$178,972 ▼-27.5%4,7820.2%INTERMEDIATE TRMVBVanguard Small-Cap ETF$425,1190.0%1,7860.2%ETFGOOGLAlphabet$417,325$21,324 ▲5.4%2,3680.1%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$413,951$54,361 ▲15.1%4,1120.1%ETFVYMIVanguard International High Dividend Yield ETF$358,370$18,507 ▲5.4%4,4730.1%ETFINTUIntuit$315,0520.0%4000.1%Computer and TechnologyABBVAbbVie$285,1350.0%1,5310.1%MedicalJNJJohnson & Johnson$252,5830.0%1,6320.1%MedicalNVDANVIDIA$231,459$231,459 ▲New Holding1,4650.1%Computer and TechnologyJPMJPMorgan Chase & Co.$210,785$210,785 ▲New Holding7280.1%FinanceAMZNAmazon.com$209,079$209,079 ▲New Holding9530.1%Retail/WholesaleIWMiShares Russell 2000 ETF$206,177$206,177 ▲New Holding9240.1%FinanceVOVanguard Mid-Cap ETF$202,753$202,753 ▲New Holding7190.1%ETFAVGOBroadcom$201,226$201,226 ▲New Holding7300.1%Computer and TechnologyPGProcter & Gamble$0$201,385 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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