Luminvest Wealth Management LLC
CIK: 0002036517SEC EDGAR →
Portfolio Value
$360.4B
Holdings
50
As of
Q4 2025
New Positions
50
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 280,640 | $94.1B | 26.10% |
| 2 | VANGUARD STAR FDS | 890,978 | $67.2B | 18.65% |
| 3 | VANGUARD INTL EQUITY INDEX F | 461,852 | $34.0B | 9.43% |
| 4 | VANGUARD MUN BD FDS | 532,359 | $26.8B | 7.43% |
| 5 | VANGUARD BD INDEX FDS | 315,871 | $23.4B | 6.49% |
| 6 | VANGUARD CHARLOTTE FDS | 455,930 | $22.0B | 6.11% |
| 7 | VANGUARD SCOTTSDALE FDS | 221,739 | $18.6B | 5.15% |
| 8 | VANGUARD INDEX FDS | 22,518 | $14.1B | 3.92% |
| 9 | VANGUARD SCOTTSDALE FDS | 118,128 | $9.4B | 2.61% |
| 10 | VANGUARD INDEX FDS | 36,911 | $7.7B | 2.14% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (50)
$94.1B · 281K shares
$67.2B · 891K shares
$34.0B · 462K shares
$26.8B · 532K shares
$23.4B · 316K shares
$22.0B · 456K shares
$18.6B · 222K shares
$14.1B · 23K shares
$9.4B · 118K shares
$7.7B · 37K shares
$5.5B · 8K shares
$4.7B · 25K shares
$4.2B · 67K shares
$3.2B · 21K shares
$2.0B · 74K shares
$1.8B · 13K shares
$1.7B · 20K shares
$1.4B · 15K shares
$1.4B · 14K shares
$1.4B · 8K shares
$1.3B · 3K shares
$1.3B · 6K shares
$1.2B · 12K shares
$1.2B · 5K shares
$786.0M · 12K shares
$755.0M · 2K shares
$734.0M · 26K shares
$711.0M · 1K shares
$612.0M · 9K shares
$571.0M · 7K shares
$534.0M · 10K shares
$531.0M · 2K shares
$524.0M · 6K shares
$482.0M · 5K shares
$475.0M · 2K shares
$461.0M · 2K shares
$373.0M · 5K shares
$349.0M · 2K shares
$337.0M · 2K shares
$266.0M · 827 shares
$252.0M · 730 shares
$248.0M · 362 shares
$240.0M · 363 shares
$230.0M · 800 shares
$227.0M · 924 shares
$224.0M · 8K shares
$217.0M · 2K shares
$209.0M · 607 shares
$205.0M · 7K shares
$203.0M · 713 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $352.6B | 97.8% |
| Technology | 6 | $3.3B | 0.9% |
| Unknown | 3 | $2.6B | 0.7% |
| Healthcare | 2 | $686.0M | 0.2% |
| Communication Services | 1 | $475.0M | 0.1% |
| Industrials | 1 | $230.0M | 0.1% |
| Energy | 1 | $217.0M | 0.1% |
| Consumer Cyclical | 1 | $209.0M | 0.1% |