Luminvest Wealth Management LLC Top Holdings and 13F Report (2026) About Luminvest Wealth Management LLCInvestment ActivityLuminvest Wealth Management LLC has $382.47 million in total holdings as of March 31, 2026.Luminvest Wealth Management LLC owns shares of 55 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.94% of the portfolio was purchased this quarter.About 0.44% of the portfolio was sold this quarter.This quarter, Luminvest Wealth Management LLC has purchased 50 new stocks and bought additional shares in 23 stocks.Luminvest Wealth Management LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $94,714,090Vanguard Total International Stock ETF $72,378,479Vanguard FTSE All-World ex-US ETF $35,945,501Vanguard Tax-Exempt Bond ETF $27,091,721Vanguard Total Bond Market ETF $25,616,834 Largest New Holdings this Quarter 922040845 - VANGUARD INSTL INDEX FD $2,608,992 Holding25434V104 - Dimensional US Core Equity Market ETF $484,950 Holding922042866 - Vanguard FTSE Pacific ETF $260,617 Holding78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF $245,956 Holding023135106 - Amazon.com $226,597 Holding Largest Purchases this Quarter VANGUARD CALIF TAX FREE FDS 31,272 shares (about $3.10M)Vanguard Total International Stock ETF 35,486 shares (about $2.77M)VANGUARD INSTL INDEX FD 34,488 shares (about $2.61M)Vanguard Total Bond Market ETF 31,850 shares (about $2.35M)Vanguard Total Stock Market ETF 6,754 shares (about $2.23M) Largest Sales this Quarter NVIDIA 6,000 shares (about $1.05M)Vanguard FTSE Europe ETF 3,274 shares (about $285.04K)ExxonMobil 528 shares (about $89.58K)Vanguard Long-Term Bond ETF 189 shares (about $13.00K)Schwab US Broad Market ETF 410 shares (about $10.29K) 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$94,714,090$2,225,861 ▲2.4%287,39424.8%ETFVXUSVanguard Total International Stock ETF$72,378,479$2,772,285 ▲4.0%926,46418.9%ETFVEUVanguard FTSE All-World ex-US ETF$35,945,501$461,668 ▲1.3%467,8619.4%ETFVTEBVanguard Tax-Exempt Bond ETF$27,091,721$410,770 ▲1.5%540,5557.1%ETFBNDVanguard Total Bond Market ETF$25,616,834$2,346,410 ▲10.1%347,7216.7%ETFBNDXVanguard Total International Bond ETF$23,558,972$1,644,868 ▲7.5%490,1526.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$19,724,960$1,364,188 ▲7.4%238,2145.2%ETFVOOVanguard S&P 500 ETF$14,413,272$498,671 ▲3.6%23,3253.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,290,065$923,581 ▲9.9%129,7762.7%ETFVXFVanguard Extended Market ETF$7,879,991$129,349 ▲1.7%37,5272.1%ETFSPYSPDR S&P 500 ETF Trust$5,426,4090.0%8,1381.4%FinanceVTVVanguard Value ETF$5,035,468$220,163 ▲4.6%25,6391.3%ETFVEAVanguard FTSE Developed Markets ETF$4,807,175$500,426 ▲11.6%75,0051.3%ETFVANGUARD CALIF TAX FREE FDS$4,522,697$3,098,424 ▲217.5%45,6471.2%TAX EXEMPT BD FDITOTiShares Core S&P Total U.S. Stock Market ETF$3,145,131$81,502 ▲2.7%21,9190.8%ETFVANGUARD INSTL INDEX FD$2,608,992$2,608,992 ▲New Holding34,4880.7%0-3 MO TREAS BILSGOViShares 0-3 Month Treasury Bond ETF$2,382,357$1,174,570 ▲97.2%23,6680.6%ETFVYMVanguard High Dividend Yield ETF$1,858,4420.0%12,5490.5%ETFSCHBSchwab US Broad Market ETF$1,857,917$10,291 ▼-0.6%74,0210.5%ETFIXUSiShares Core MSCI Total International Stock ETF$1,776,175$33,356 ▲1.9%20,5010.5%ManufacturingIWRiShares Russell Mid-Cap ETF$1,463,8950.0%15,0560.4%ETFVIGVanguard Dividend Appreciation ETF$1,247,261$7,742 ▼-0.6%5,8000.3%ETFVUGVanguard Growth ETF$1,247,022$321,779 ▲34.8%3,6080.3%ETFVBVanguard Small-Cap ETF$1,225,785$22,030 ▲1.8%4,6740.3%ETFIJHiShares Core S&P Mid-Cap ETF$867,2320.0%11,9140.2%ETFSCHASchwab US Small-Cap ETF$749,6830.0%25,7800.2%ETFBRK.BBerkshire Hathaway$678,5470.0%1,4160.2%FinanceVOVanguard Mid-Cap ETF$678,178$181,155 ▲36.4%2,4970.2%ETFBLVVanguard Long-Term Bond ETF$592,730$12,999 ▼-2.1%8,6180.2%ETFMSFTMicrosoft$578,4400.0%1,5630.2%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$549,6520.0%5,8320.1%ETFVWOVanguard FTSE Emerging Markets ETF$537,063$54 ▲0.0%9,9370.1%ETFDFAUDimensional US Core Equity Market ETF$484,950$484,950 ▲New Holding10,7480.1%ETFVANGUARD MUN BD FDS$477,8780.0%4,7820.1%INTERMEDIATE TRMIVViShares Core S&P 500 ETF$477,028$240,474 ▲101.7%7300.1%ETFAAPLApple$461,909$18,790 ▲4.2%1,7700.1%Computer and TechnologyGOOGLAlphabet$436,5350.0%1,5180.1%Computer and TechnologyJNJJohnson & Johnson$385,0680.0%1,6320.1%MedicalBNDWVanguard Total World Bond ETF$371,150$478 ▼-0.1%5,4300.1%ETFABBVAbbVie$328,7890.0%1,5310.1%MedicalVGKVanguard FTSE Europe ETF$292,353$285,040 ▼-49.4%3,3580.1%ETFNVDANVIDIA$290,388$1,046,443 ▼-78.3%1,6650.1%Computer and TechnologyVPLVanguard FTSE Pacific ETF$260,617$260,617 ▲New Holding2,4820.1%ETFIWMiShares Russell 2000 ETF$255,5620.0%9240.1%FinanceJPMJPMorgan Chase & Co.$252,053$8,539 ▲3.5%8560.1%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$245,956$245,956 ▲New Holding3,1110.1%ETFMUMicron Technology$240,8800.0%7130.1%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company ETF$230,0130.0%8,2590.1%ETFNSCNorfolk Southern$229,6000.0%8000.1%TransportationAMZNAmazon.com$226,597$226,597 ▲New Holding1,0880.1%Retail/WholesaleAVGOBroadcom$225,9420.0%7300.1%Computer and TechnologyVNQVanguard Real Estate ETF$219,268$219,268 ▲New Holding2,4720.1%ETFXOMExxonMobil$217,504$89,580 ▼-29.2%1,2820.1%EnergyCGXUCapital Group International Focus Equity ETF$204,6900.0%6,9410.1%ETFHDHome Depot$200,4060.0%6070.1%Retail/WholesaleINTUIntuit$0$240,458 ▼-100.0%00.0%Computer and TechnologyShowing 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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