Luminvest Wealth Management LLC Top Holdings and 13F Report (2025) About Luminvest Wealth Management LLCInvestment ActivityLuminvest Wealth Management LLC has $242.68 million in total holdings as of March 31, 2025.Luminvest Wealth Management LLC owns shares of 32 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 0.74% of the portfolio was purchased this quarter.About 2.54% of the portfolio was sold this quarter.This quarter, Luminvest Wealth Management LLC has purchased 32 new stocks and bought additional shares in 10 stocks.Luminvest Wealth Management LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $68,813,836Vanguard Total International Stock ETF $43,622,440Vanguard FTSE All-World ex-US ETF $25,756,689Vanguard Tax-Exempt Bond ETF $18,631,563Vanguard Total International Bond ETF $16,072,503 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $359,643 Holding742718109 - Procter & Gamble $201,385 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 5,971 shares (about $438.57K)Vanguard Total Stock Market ETF 1,579 shares (about $433.98K)iShares 0-3 Month Treasury Bond ETF 3,572 shares (about $359.64K)Procter & Gamble 1,182 shares (about $201.39K)Vanguard Intermediate-Term Corporate Bond ETF 1,598 shares (about $130.65K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 59,953 shares (about $2.97M)Vanguard S&P 500 ETF 2,553 shares (about $1.31M)Vanguard Small-Cap ETF 2,300 shares (about $509.91K)Vanguard Extended Market ETF 1,857 shares (about $319.91K)Vanguard Total International Stock ETF 4,412 shares (about $273.99K) 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$68,813,836$433,977 ▲0.6%250,37528.4%ETFVXUSVanguard Total International Stock ETF$43,622,440$273,985 ▼-0.6%702,45418.0%ETFVEUVanguard FTSE All-World ex-US ETF$25,756,689$134,423 ▼-0.5%424,60710.6%ETFVTEBVanguard Tax-Exempt Bond ETF$18,631,563$2,974,875 ▼-13.8%375,4847.7%ETFBNDXVanguard Total International Bond ETF$16,072,503$98,274 ▲0.6%329,2226.6%ETFBNDVanguard Total Bond Market ETF$15,868,553$438,569 ▲2.8%216,0466.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$14,598,421$130,653 ▲0.9%178,5516.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,477,218$65,836 ▲0.9%94,7203.1%ETFVOOVanguard S&P 500 ETF$7,248,705$1,312,013 ▼-15.3%14,1053.0%ETFSPYSPDR S&P 500 ETF Trust$4,534,4150.0%8,1061.9%FinanceVXFVanguard Extended Market ETF$3,471,593$319,906 ▼-8.4%20,1521.4%ETFVTVVanguard Value ETF$3,169,016$14,683 ▲0.5%18,3451.3%ETFVEAVanguard FTSE Developed Markets ETF$1,721,782$34,360 ▲2.0%33,8740.7%ETFIWRiShares Russell Mid-Cap ETF$1,280,8140.0%15,0560.5%ETFVIGVanguard Dividend Appreciation ETF$1,246,137$48,495 ▼-3.7%6,4240.5%ETFVYMVanguard High Dividend Yield ETF$1,170,522$2,966 ▲0.3%9,0770.5%ETFBNDWVanguard Total World Bond ETF$955,3970.0%13,8840.4%ETFBRK.BBerkshire Hathaway$754,1330.0%1,4160.3%FinanceIJHiShares Core S&P Mid-Cap ETF$695,1910.0%11,9140.3%ETFAAPLApple$663,1270.0%2,9850.3%Computer and TechnologyVANGUARD MUN BD FDS$651,9980.0%6,5980.3%INTERMEDIATE TRMMSFTMicrosoft$612,0390.0%1,6300.3%Computer and TechnologySCHASchwab US Small-Cap ETF$610,665$17,128 ▼-2.7%26,0630.3%ETFBLVVanguard Long-Term Bond ETF$596,411$4,366 ▲0.7%8,4690.2%ETFVBVanguard Small-Cap ETF$395,956$509,910 ▼-56.3%1,7860.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$359,643$359,643 ▲New Holding3,5720.1%ETFGOOGLAlphabet$347,4860.0%2,2470.1%Computer and TechnologyABBVAbbVie$320,7750.0%1,5310.1%MedicalVYMIVanguard International High Dividend Yield ETF$312,568$1,989 ▲0.6%4,2420.1%ETFJNJJohnson & Johnson$270,6240.0%1,6320.1%MedicalINTUIntuit$245,5960.0%4000.1%Computer and TechnologyPGProcter & Gamble$201,385$201,385 ▲New Holding1,1820.1%Consumer StaplesVANGUARD CALIF TAX FREE FDS$0$369,990 ▼-100.0%00.0%TAX EXEMPT BD FDIWMiShares Russell 2000 ETF$0$204,117 ▼-100.0%00.0%FinanceShowing 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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