Luminvest Wealth Management LLC Top Holdings and 13F Report (2025) About Luminvest Wealth Management LLCInvestment ActivityLuminvest Wealth Management LLC has $247.69 million in total holdings as of December 31, 2024.Luminvest Wealth Management LLC owns shares of 32 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.24% of the portfolio was purchased this quarter.About 0.64% of the portfolio was sold this quarter.This quarter, Luminvest Wealth Management LLC has purchased 34 new stocks and bought additional shares in 16 stocks.Luminvest Wealth Management LLC sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $72,104,251Vanguard Total International Stock ETF $41,656,023Vanguard FTSE All-World ex-US ETF $24,503,990Vanguard Tax-Exempt Bond ETF $21,828,459Vanguard Total International Bond ETF $16,049,383 Largest New Holdings this Quarter VANGUARD CALIF TAX FREE FDS $369,990 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 14,284 shares (about $4.14M)Vanguard Total International Stock ETF 58,804 shares (about $3.47M)Vanguard Tax-Exempt Bond ETF 62,737 shares (about $3.15M)Vanguard Total International Bond ETF 25,857 shares (about $1.27M)Vanguard Intermediate-Term Corporate Bond ETF 14,132 shares (about $1.13M) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 4,377 shares (about $251.28K)Vanguard Extended Market ETF 1,208 shares (about $229.52K)Apple 655 shares (about $164.02K)Vanguard FTSE Developed Markets ETF 2,045 shares (about $97.79K)Vanguard Dividend Appreciation ETF 369 shares (about $72.25K) 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$72,104,251$4,139,685 ▲6.1%248,79629.1%ETFVXUSVanguard Total International Stock ETF$41,656,023$3,465,354 ▲9.1%706,86616.8%ETFVEUVanguard FTSE All-World ex-US ETF$24,503,990$251,284 ▼-1.0%426,8239.9%ETFVTEBVanguard Tax-Exempt Bond ETF$21,828,459$3,145,006 ▲16.8%435,4378.8%ETFBNDXVanguard Total International Bond ETF$16,049,383$1,268,269 ▲8.6%327,2096.5%ETFBNDVanguard Total Bond Market ETF$14,927,872$1,033,777 ▲7.4%210,0756.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$14,204,511$1,134,415 ▲8.7%176,9535.7%ETFVOOVanguard S&P 500 ETF$8,975,192$24,246 ▲0.3%16,6583.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,324,142$286,534 ▲4.1%93,8863.0%ETFSPYSPDR S&P 500 ETF Trust$4,750,7640.0%8,1061.9%FinanceVXFVanguard Extended Market ETF$4,181,670$229,518 ▼-5.2%22,0091.7%ETFVTVVanguard Value ETF$3,091,562$10,497 ▲0.3%18,2601.2%ETFVEAVanguard FTSE Developed Markets ETF$1,587,546$97,793 ▼-5.8%33,1980.6%ETFIWRiShares Russell Mid-Cap ETF$1,330,950$88 ▼0.0%15,0560.5%ETFVIGVanguard Dividend Appreciation ETF$1,306,848$72,255 ▼-5.2%6,6740.5%ETFVYMVanguard High Dividend Yield ETF$1,155,144$383 ▲0.0%9,0540.5%ETFVBVanguard Small-Cap ETF$981,565$721 ▲0.1%4,0860.4%ETFBNDWVanguard Total World Bond ETF$946,790$68 ▼0.0%13,8840.4%ETFAAPLApple$747,500$164,024 ▼-18.0%2,9850.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$742,3710.0%11,9140.3%ETFSCHASchwab US Small-Cap ETF$692,903$359,614 ▲107.9%26,7940.3%ETFMSFTMicrosoft$687,100$12,224 ▲1.8%1,6300.3%Computer and TechnologyVANGUARD MUN BD FDS$655,760$33,593 ▲5.4%6,5980.3%INTERMEDIATE TRMBRK.BBerkshire Hathaway$641,8440.0%1,4160.3%FinanceBLVVanguard Long-Term Bond ETF$575,294$7,185 ▲1.3%8,4070.2%ETFGOOGLAlphabet$425,370$170,375 ▲66.8%2,2470.2%Computer and TechnologyVANGUARD CALIF TAX FREE FDS$369,990$369,990 ▲New Holding3,7170.1%TAX EXEMPT BD FDVYMIVanguard International High Dividend Yield ETF$286,1140.0%4,2150.1%ETFABBVAbbVie$272,059$26,655 ▼-8.9%1,5310.1%MedicalINTUIntuit$251,4000.0%4000.1%Computer and TechnologyJNJJohnson & Johnson$235,996$52,636 ▼-18.2%1,6320.1%MedicalIWMiShares Russell 2000 ETF$204,1170.0%9240.1%FinanceNVDANVIDIA$0$278,100 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$206,492 ▼-100.0%00.0%Retail/WholesalePGProcter & Gamble$0$203,734 ▼-100.0%00.0%Consumer StaplesShowing 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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