Luminvest Wealth Management
Luminvest Wealth Management reported 46 stocks worth $380M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VTI (27.1%), VXUS (20.3%) and VEU (9.7%). Compared with Q2 2026, the fund opened new positions in VBR, added to VTEB, ITOT and VTEC, trimmed VTI, VXUS and VEU and sold out of VIG, VTEI and SGOV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $103M | 27.1% | 274K | −23K (−8%) | 8 of 8 | |
| 2 |  VXUS Vanguard Star Fds | $77.1M | 20.3% | 907K | −88K (−9%) | 8 of 8 | |
| 3 |  VEU Vanguard Intl Equity Index F | $36.9M | 9.7% | 445K | −18K (−4%) | 8 of 8 | |
| 4 |  VTEB Vanguard Mun BD Fds | $27.4M | 7.2% | 579K | +27K (+5%) | 8 of 8 | |
| 5 |  BND Vanguard BD Index Fds | $21.8M | 5.7% | 311K | −68K (−18%) | 8 of 8 | |
| 6 |  BNDX Vanguard Total | $20.3M | 5.3% | 432K | −90K (−17%) | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $15.2M | 4.0% | 22K | −1,632 (−7%) | 8 of 8 | |
| 8 |  VCIT Vanguard Scottsdale Fds | $14.9M | 3.9% | 191K | −65K (−26%) | 8 of 8 | |
| 9 |  VCSH Vanguard Scottsdale Fds | $9.2M | 2.4% | 119K | −29K (−20%) | 8 of 8 | |
| 10 |  VXF Vanguard Index Fds | $8.5M | 2.2% | 37K | −5,141 (−12%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VIG Vanguard Dividend Appreciation ETF | $1.3M | 5,582 |
 VTEI Vanguard Mun BD Fds | $483K | 4,782 |
 SGOV Ishares TR | $477K | 4,737 |
 ABBV Abbvie Inc | $417K | 1,646 |
 AVGO Broadcom Inc | $408K | 1,079 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Luminvest Wealth Management 13F FAQ
What does Luminvest Wealth Management own?
Luminvest Wealth Management reported 46 stocks worth $380M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VTI (27.1%), VXUS (20.3%) and VEU (9.7%). The table above lists every position in the filing (the top 10 without an account).
What did Luminvest Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 6 added to, 29 trimmed and 13 sold out. New positions include VBR. It sold all of VIG, VTEI and SGOV.
When will Luminvest Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Luminvest Wealth Management's portfolio worth?
The Q3 2026 filing reports $380M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.