Luminvest Wealth Management LLC - Portfolio overview

Luminvest Wealth Management LLC has 57 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 24.73%
2. VXUS - VANGUARD STAR FDS, 18.90%
3. VEU - VANGUARD INTL EQUITY INDEX F, 9.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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