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Trent White

Luminvest Wealth Management Llc

Assets Managed
$382.465M
Holdings
55
Last Quarter
2026 - Q1
Filed Date
2mo 26d ago
Growth Rate
6.12%(2Q avg: 11.81%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Luminvest Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Luminvest Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 382.465M in assets, with a quarterly growth rate of 6.12% and a 2-quarter average growth rate of 11.81%. The portfolio is managed by Trent White, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.41%
24.77%
$94.714M
287,394 shares@ $329.57 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 3.99%
18.93%
$72.378M
926,464 shares@ $78.13 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 1.31%
9.4%
$35.946M
467,861 shares@ $76.83 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 1.54%
7.09%
$27.092M
540,555 shares@ $50.12 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 10.09%
6.7%
$25.617M
347,721 shares@ $73.68 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 7.51%
6.16%
$23.559M
490,152 shares@ $48.07 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 7.43%
5.16%
$19.725M
238,214 shares@ $82.81 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.59%
3.77%
$14.413M
23,325 shares@ $617.94 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 9.87%
2.7%
$10.29M
129,776 shares@ $79.3 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 1.67%
2.07%
$7.88M
37,527 shares@ $209.99 avg price

1-10 of 55