GeoWealth Management, LLC

Institutional manager (13F) · CIK 1593387

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.0B

#	Issuer	Value	Shares
1	ISHARES TR	$215M	4,664,293
2	VANGUARD INDEX FDS	$201M	336,069
3	DIMENSIONAL ETF TRUST	$192M	4,952,425
4	VANGUARD INDEX FDS	$127M	425,422
5	VANGUARD INDEX FDS	$108M	337,380
6	SPDR INDEX SHS FDS	$102M	2,225,192
7	DIMENSIONAL ETF TRUST	$81M	2,390,556
8	VANGUARD MUN BD FDS	$77M	1,547,081
9	DIMENSIONAL ETF TRUST	$56M	1,332,758
10	ISHARES TR	$52M	1,041,449
11	VANGUARD INDEX FDS	$47M	226,382
12	PIMCO ETF TR	$45M	1,734,326
13	VANGUARD STAR FDS	$45M	580,473
14	DIMENSIONAL ETF TRUST	$42M	881,082
15	SPDR INDEX SHS FDS	$35M	741,710
16	NORTHERN LTS FD TR IV	$33M	538,529
17	ISHARES TR	$32M	624,744
18	DIMENSIONAL ETF TRUST	$28M	761,437
19	NVIDIA CORPORATION	$28M	159,266
20	ZACKS TRUST	$27M	811,741
21	BLACKROCK ETF TRUST	$24M	420,670
22	VANGUARD INDEX FDS	$23M	80,082
23	VANGUARD CHARLOTTE FDS	$22M	459,066
24	APPLE INC	$22M	84,826
25	MICROSOFT CORP	$19M	51,305
26	GOLDMAN SACHS ETF TR	$17M	138,707
27	ALPHABET INC	$16M	56,440
28	DIMENSIONAL ETF TRUST	$16M	306,291
29	AMAZON COM INC	$15M	71,084
30	STATE STR SPDR S&P 500 ETF T	$14M	21,941
31	DIMENSIONAL ETF TRUST	$14M	397,806
32	SELECT SECTOR SPDR TR	$14M	103,492
33	META PLATFORMS INC	$13M	22,868
34	ISHARES TR	$13M	130,881
35	VANGUARD INDEX FDS	$12M	46,501
36	PIMCO ETF TR	$11M	123,374
37	DIMENSIONAL ETF TRUST	$11M	206,813
38	AMERICAN CENTY ETF TR	$11M	131,560
39	ZACKS TRUST	$11M	295,505
40	JPMORGAN CHASE & CO	$10M	32,319
41	ISHARES TR	$9M	13,844
42	ZACKS TRUST	$9M	335,209
43	DIMENSIONAL ETF TRUST	$9M	227,495
44	STRATEGIC TRUST	$8M	253,490
45	ALPHABET INC	$8M	27,561
46	TAIWAN SEMICONDUCTOR MANUFAC	$8M	22,359
47	WELLTOWER INC	$8M	38,059
48	VANGUARD INDEX FDS	$7M	33,256
49	PIMCO ETF TR	$7M	159,803
50	DIMENSIONAL ETF TRUST	$7M	263,669

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.