Luminvest Wealth Management LLC ETF holdings
Scottsdale, AZ
Reported $422.6M in 43 ETFs in its Form 13F for June 30, 2026.
ETF value
$422.6M
ETFs held
43
Change from prior quarter
+11.9%
With price moves
ETFs as a share of its 13F
98.2%
of $430.3M
Top 10 of 43 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $109.4M | 296,405 | +9,011 shares |
| VXUS | Vanguard Total International Stock ETF | $84.7M | 995,284 | +68,820 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $38.4M | 462,478 | −5,383 shares |
| BND | Vanguard Total Bond Market ETF | $27.8M | 378,971 | +31,250 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $27.7M | 551,562 | +11,007 shares |
| BNDX | Vanguard Total International Bond ETF | $25.3M | 522,481 | +32,329 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $21.1M | 255,861 | +17,647 shares |
| VOO | Vanguard S&P 500 ETF | $15.9M | 23,198 | −127 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $11.7M | 147,957 | +18,181 shares |
| VXF | Vanguard Extended Market ETF | $10.2M | 41,698 | +4,171 shares |
33 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002036517. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Luminvest Wealth Management LLC own?
Luminvest Wealth Management LLC reported 43 ETF positions worth $422.6M in its Form 13F for June 30, 2026. The largest was VTI, at $109.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.