Institutions / GeoWealth Management, LLC
GeoWealth Management, LLC
CIK 1593387 · Institution · as of Dec 31, 2025
Portfolio value
$2.71B
Positions
769
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 769 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $213.27M | 7.9% |
| Vanguard Index Fds | $208.69M | 7.7% |
| Dimensional ETF Trust | $191.77M | 7.1% |
| Vanguard Index Fds | $133.62M | 4.9% |
| Vanguard Index Fds | $114.88M | 4.2% |
| SPDR Index Shs Fds | $99.12M | 3.7% |
| Dimensional ETF Trust | $79.47M | 2.9% |
| Vanguard Mun Bd Fds | $76.31M | 2.8% |
| Dimensional ETF Trust | $52.74M | 1.9% |
| iShares Tr | $50.55M | 1.9% |
| Vanguard Index Fds | $46.23M | 1.7% |
| PIMCO ETF Tr | $44.20M | 1.6% |
| Vanguard Star Fds | $44.08M | 1.6% |
| Dimensional ETF Trust | $42.53M | 1.6% |
| SPDR Index Shs Fds | $34.19M | 1.3% |
| Northern Lts Fd Tr IV | $33.00M | 1.2% |
| Dimensional ETF Trust | $27.91M | 1.0% |
| NVIDIA Corp | $27.10M | 1.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $25.49M | 0.9% |
| Microsoft Corp | $23.25M | 0.9% |
| Vanguard Index Fds | $22.92M | 0.8% |
| Apple Inc. | $22.81M | 0.8% |
| Vanguard Charlotte Fds | $20.75M | 0.8% |
| Alphabet Inc. | $19.89M | 0.7% |
| Goldman Sachs ETF Tr | $17.58M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.