§ 13F · FUND PROFILE
Luminvest Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $278.9T (13F)Positions · 41Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 281K | $94.1T | 26.1% | +8% |
| 2 | VXUS | VANGUARD STAR FDS | 891K | $67.2T | 18.6% | +15% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 462K | $34.0T | 9.4% | ±0% |
| 4 | VTEB | VANGUARD MUN BD FDS | 532K | $26.8T | 7.4% | +11% |
| 5 | BND | VANGUARD BD INDEX FDS | 316K | $23.4T | 6.5% | +19% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 456K | $22.0T | 6.1% | +18% |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 222K | $18.6T | 5.2% | +72% |
| 8 | VOO | VANGUARD INDEX FDS | 23K | $14.1T | 3.9% | +42% |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 118K | $9.4T | 2.6% | +17% |
| 10 | VXF | VANGUARD INDEX FDS | 37K | $7.7T | 2.1% | +45% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LUMINVEST SIGNAL
AC read
Luminvest Wealth Management LLC is a Other fund managing $278937.9 trillion in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed