StockDriftsStockDriftsTop 50 Luminvest Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 25.41% | 296.4K | $109.4M | +3.14%(+9.01K) | $253.55(+50.67%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 19.68% | 995.3K | $84.7M | +7.43%(+68.82K) | $62.72(+39.16%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 8.92% | 462.5K | $38.4M | -1.15%(-5.38K) | $55.90(+52.61%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.46% | 379.0K | $27.8M | +8.99%(+31.25K) | $73.00(-0.98%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 6.44% | 551.6K | $27.7M | +2.04%(+11.01K) | $49.77(+0.13%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.88% | 522.5K | $25.3M | +6.60%(+32.33K) | $48.85(-2.07%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.91% | 255.9K | $21.1M | +7.41%(+17.65K) | $81.94(-0.87%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.69% | 23.2K | $15.9M | -0.54%(-127) | $506.18(+40.47%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.72% | 148.0K | $11.7M | +14.01%(+18.18K) | $78.05(+0.64%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 2.37% | 41.7K | $10.2M | +11.11%(+4.17K) | $187.16(+32.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.55% |
Luminvest Wealth Management LLC reports $430.34M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are VTI (25.4%), VXUS (19.7%) and VEU (8.9%). The top 20 holdings account for 95.15% of reported assets. Its disclosed equity book has returned +34.50% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Luminvest Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2036517). View Luminvest Wealth Management LLC’s 13F filings on SEC