Luminvest Wealth Management LLC

Q2 2025 13F Holdings

Location
Scottsdale, AZ
Holdings as of
6/30/2025
Value ($000)
$278,938
Num holdings
41
Date filed
7/16/2025
Form type
13F-HR
Prev filing
4/30/2025
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type