Luminvest Wealth Management LLC
Luminvest Wealth Management LLC reported 58 positions worth $430.3M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VTI (25.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $109.4M | 25.41% | 296,405 | — | — | |
| ▸ 2 | VXUS | SH | $84.7M | 19.68% | 995,284 | — | — | |
| ▸ 3 | VEU | SH | $38.4M | 8.92% | 462,478 | — | — | |
| ▸ 4 | BND | SH | $27.8M | 6.46% | 378,971 | — | — | |
| ▸ 5 | VTEB | SH | $27.7M | 6.44% | 551,562 | — | — | |
| ▸ 6 | BNDX | SH | $25.3M | 5.88% | 522,481 | — | — | |
| ▸ 7 | VCIT | SH | $21.1M | 4.91% | 255,861 | — | — | |
| ▸ 8 | VOO | SH | $15.9M | 3.69% | 23,198 | — | — | |
| ▸ 9 | VCSH | SH | $11.7M | 2.72% | 147,957 | — | — | |
| ▸ 10 | VXF | SH | $10.2M | 2.37% | 41,698 | — | — |
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Frequently Asked Questions
What stocks does Luminvest Wealth Management LLC hold as of Q2 2026?
Luminvest Wealth Management LLC reported 58 positions worth $430.3M in its Q2 2026 13F filing. Largest positions: VTI (25.4%), VXUS (19.7%), VEU (8.9%), BND (6.5%) and VTEB (6.4%).
What did Luminvest Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Luminvest Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.