Luminvest Wealth Management LLC - Portfolio Stock Holdings
Luminvest Wealth Management LLC disclosed 58 stock positions in a recent SEC 13F filing. $379,699,096 of stock holdings were filed, with the largest holdings including VTI, VXUS, and VEU. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $398,030,608 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
58Est. Stock Holding Value:
$379,699,096Top Stock Holdings By Sector
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Portfolio Stock Holdings - Luminvest Wealth Management LLC
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