Luminvest Wealth Management LLC Top Holdings and 13F Report (2026) About Luminvest Wealth Management LLCInvestment ActivityLuminvest Wealth Management LLC has $430.34 million in total holdings as of June 30, 2026.Luminvest Wealth Management LLC owns shares of 58 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.73% of the portfolio was purchased this quarter.About 0.93% of the portfolio was sold this quarter.This quarter, Luminvest Wealth Management LLC has purchased 55 new stocks and bought additional shares in 32 stocks.Luminvest Wealth Management LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $109,363,998Vanguard Total International Stock ETF $84,706,715Vanguard FTSE All-World ex-US ETF $38,395,390Vanguard Total Bond Market ETF $27,794,523Vanguard Tax-Exempt Bond ETF $27,722,551 Largest New Holdings this Quarter 038222105 - Applied Materials $276,186 Holding09290C103 - iShares U.S. Equity Factor Rotation Active ETF $241,436 Holding808524797 - Schwab US Dividend Equity ETF $230,295 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 68,820 shares (about $5.86M)Vanguard Total Stock Market ETF 9,011 shares (about $3.32M)Vanguard Total Bond Market ETF 31,250 shares (about $2.29M)Vanguard Total International Bond ETF 32,329 shares (about $1.56M)Vanguard Intermediate-Term Corporate Bond ETF 17,647 shares (about $1.46M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 18,931 shares (about $1.91M)VANGUARD CALIF TAX FREE FDS 10,277 shares (about $1.03M)Vanguard FTSE All-World ex-US ETF 5,383 shares (about $446.90K)Vanguard FTSE Developed Markets ETF 2,682 shares (about $191.09K)Vanguard Total World Bond ETF 2,352 shares (about $161.21K) 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$109,363,998$3,324,772 â–²3.1%296,40525.4%ETFVXUSVanguard Total International Stock ETF$84,706,715$5,857,138 â–²7.4%995,28419.7%ETFVEUVanguard FTSE All-World ex-US ETF$38,395,390$446,902 â–¼-1.2%462,4788.9%ETFBNDVanguard Total Bond Market ETF$27,794,523$2,291,940 â–²9.0%378,9716.5%ETFVTEBVanguard Tax-Exempt Bond ETF$27,722,551$553,233 â–²2.0%551,5626.4%ETFBNDXVanguard Total International Bond ETF$25,284,170$1,564,482 â–²6.6%522,4815.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$21,124,754$1,456,996 â–²7.4%255,8614.9%ETFVOOVanguard S&P 500 ETF$15,885,366$86,966 â–¼-0.5%23,1983.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$11,688,753$1,436,317 â–²14.0%147,9572.7%ETFVXFVanguard Extended Market ETF$10,202,089$1,020,502 â–²11.1%41,6982.4%ETFVTVVanguard Value ETF$6,910,270$1,322,821 â–²23.7%31,7091.6%ETFSPYSPDR S&P 500 ETF Trust$6,064,7680.0%8,1381.4%ETFVEAVanguard FTSE Developed Markets ETF$5,153,070$191,095 â–¼-3.6%72,3231.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,998,896$400,858 â–²11.1%24,3610.9%ETFVANGUARD CALIF TAX FREE FDS$3,558,163$1,033,849 â–¼-22.5%35,3700.8%TAX EXEMPT BD FDSCHBSchwab US Broad Market ETF$3,419,504$1,275,860 â–²59.5%118,0770.8%ETFVANGUARD INSTL INDEX FD$2,593,806$16,271 â–¼-0.6%34,2730.6%0 3 MO TR BI ETFVYMVanguard High Dividend Yield ETF$1,983,0500.0%12,5490.5%ETFIXUSiShares Core MSCI Total International Stock ETF$1,926,040$30,540 â–¼-1.6%20,1810.4%ETFIWRiShares Russell Mid-Cap ETF$1,660,9780.0%15,0560.4%ETFVUGVanguard Growth ETF$1,515,200$1,204,407 â–²387.5%17,5900.4%ETFVBVanguard Small-Cap ETF$1,417,423$606 â–²0.0%4,6760.3%ETFVIGVanguard Dividend Appreciation ETF$1,320,798$51,583 â–¼-3.8%5,5820.3%ETFSCHASchwab US Small-Cap ETF$931,4320.0%25,7800.2%ETFIJHiShares Core S&P Mid-Cap ETF$905,8340.0%11,9140.2%ETFMUMicron Technology$892,266$69,257 â–²8.4%7730.2%TechnologyMSFTMicrosoft$840,650$257,715 â–²44.2%2,2540.2%TechnologyAAPLApple$776,093$238,026 â–²44.2%2,5530.2%TechnologyGOOGLAlphabet$771,586$229,081 â–²42.2%2,1590.2%Communication ServicesBRK.BBerkshire Hathaway$771,101$62,549 â–²8.8%1,5410.2%FinanceNVDANVIDIA$695,981$362,799 â–²108.9%3,4780.2%TechnologyVOVanguard Mid-Cap ETF$695,584$494,394 â–²245.7%8,6330.2%ETFVWOVanguard FTSE Emerging Markets ETF$602,058$8,894 â–²1.5%10,0860.1%ETFBLVVanguard Long-Term Bond ETF$601,340$7,307 â–²1.2%8,7240.1%ETFVYMIVanguard International High Dividend Yield ETF$572,7490.0%5,8320.1%ETFIVViShares Core S&P 500 ETF$547,635$749 â–²0.1%7310.1%ETFDFAUDimensional US Core Equity Market ETF$534,578$20,986 â–¼-3.8%10,3420.1%ETFJNJJohnson & Johnson$505,609$82,453 â–²19.5%1,9500.1%HealthcareVANGUARD MUN BD FDS$482,8030.0%4,7820.1%INTERMEDIATE TRMSGOViShares 0-3 Month Treasury Bond ETF$476,831$1,905,613 â–¼-80.0%4,7370.1%ETFABBVAbbVie$416,778$29,119 â–²7.5%1,6460.1%HealthcareAVGOBroadcom$407,592$131,835 â–²47.8%1,0790.1%TechnologyAMZNAmazon.com$373,240$113,926 â–²43.9%1,5660.1%Consumer DiscretionaryJPMJPMorgan Chase & Co.$349,102$68,509 â–²24.4%1,0650.1%FinanceVGKVanguard FTSE Europe ETF$310,868$13,547 â–²4.6%3,5110.1%ETFVPLVanguard FTSE Pacific ETF$286,970$116 â–¼0.0%2,4810.1%ETFAMATApplied Materials$276,186$276,186 â–²New Holding3820.1%TechnologyIWMiShares Russell 2000 ETF$271,0080.0%9240.1%ETFFNDXSchwab Fundamental U.S. Large Company ETF$256,8550.0%8,2590.1%ETFNSCNorfolk Southern$251,6720.0%8000.1%IndustrialsSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$243,317$39,130 â–¼-13.9%2,6800.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$241,436$241,436 â–²New Holding3,5500.1%ETFCGXUCapital Group International Focus Equity ETF$240,2970.0%6,9410.1%ETFVNQVanguard Real Estate ETF$239,899$1,543 â–²0.6%2,4880.1%ETFSCHDSchwab US Dividend Equity ETF$230,295$230,295 â–²New Holding7,2630.1%ETFHDHome Depot$227,926$14,421 â–²6.8%6480.1%Consumer DiscretionaryBNDWVanguard Total World Bond ETF$210,967$161,207 â–¼-43.3%3,0780.0%ETFXOMExxonMobil$206,584$31,309 â–²17.9%1,5110.0%EnergyShowing largest 100 holdings. 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