13F Filings History of Luminvest Wealth Management LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$360,434,338
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 50 stock holdings with total value $360,434,338 as of Q4 2025. Top holdings included VTI, VXUS, VEU, VTEB, and BND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 50 $360,434,338 +$50,740,930 -$1,695,341 +$49,045,589 VTI, VXUS, VEU, VTEB, BND 13F-HR 23 Jan 2026, 18:45
Q3 2025 46 $306,778,971 +$19,633,803 -$6,726,206 +$12,907,597 VTI, VXUS, VEU, VTEB, BND 13F-HR 03 Nov 2025, 19:59
Q2 2025 41 $278,937,864 +$18,706,535 -$636,717 +$18,069,818 VTI, VXUS, VEU, VTEB, BNDX 13F-HR 16 Jul 2025, 18:05
Q1 2025 32 $242,677,201 +$1,786,701 -$6,164,842 -$4,378,141 VTI, VXUS, VEU, VTEB, BNDX 13F-HR 30 Apr 2025, 17:30
Q4 2024 32 $247,694,480 +$15,461,869 -$1,582,648 +$13,879,221 VTI, VXUS, VEU, VTEB, BNDX 13F-HR 28 Jan 2025, 18:16
Q3 2024 34 $241,088,324 +$18,931,795 -$971,691 +$17,960,104 VTI, VXUS, VEU, VTEB, BNDX 13F-HR 30 Oct 2024, 11:20
Q2 2024 34 $213,028,375 +$57,292,932 -$201,097 +$57,091,835 VTI, VXUS, VEU, VTEB, BNDX 13F-HR 30 Oct 2024, 11:20
Q1 2024 23 $158,660,476 +$5,279,503 -$976,377 +$4,303,126 VTI, VXUS, VEU, VTEB, BNDX 13F-HR 30 Oct 2024, 11:20
Q4 2023 21 $151,788,186 $0 $0 $0 VTI, VXUS, VEU, VTEB, BNDX 13F-HR 30 Oct 2024, 11:19