Luminvest Wealth Management LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 29, 2025
Value $: $248M
Signature - Title: Trent White - Founder & CCO
Location: Scottsdale, AZ
Summary: This page shows a list of all the recent 13F filings made by Luminvest Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Luminvest Wealth Management LLC reported 32 stock holdings with total value $248M as of Q4 2024. Top holdings included VTI, VXUS, VEU, VTEB, and BNDX.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	32	$248M	+$15.5M	-$1.58M	+$13.9M	VTI, VXUS, VEU, VTEB, BNDX	13F-HR	1/28/2025, 06:16 PM
Q3 2024	34	$241M	+$18.9M	-$972K	+$18M	VTI, VXUS, VEU, VTEB, BNDX	13F-HR	10/30/2024, 11:20 AM
Q2 2024	34	$213M	+$57.3M	-$201K	+$57.1M	VTI, VXUS, VEU, VTEB, BNDX	13F-HR	10/30/2024, 11:20 AM
Q1 2024	23	$159M	+$5.28M	-$976K	+$4.3M	VTI, VXUS, VEU, VTEB, BNDX	13F-HR	10/30/2024, 11:20 AM
Q4 2023	21	$152M	$0	$0		VTI, VXUS, VEU, VTEB, BNDX	13F-HR	10/30/2024, 11:19 AM