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