account_balance
Investment manager · 13F filer · SEC CIK 1593387
GeoWealth Management, LLC
Reported value$2.98Bas of Sep 30, 2026
Positions945 152 new, 89 sold out
Top 10 weight40.8%VOO alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
8.3%
IUSBiShares Tr
7.5%Added +5%
VVVanguard Index FDS
5.2%Added +2%
VTIVanguard Index FDS
4.2%
SPDWSPDR Index SHS FDS
4.0%Added +3%
VTEBVanguard Mun Bd FDS
2.9%
DFAXDimensional ETF Trust
2.9%Added +2%
DFCFDimensional ETF Trust
2.0%Added +6%
IAGGiShares Tr
1.9%+11%
VXFVanguard Index FDS
1.9%
VXUSVanguard Star FDS
1.6%−3%
PYLDPimco ETF Tr
1.6%+3%
VOOVanguard Index FDS
8.3%
IUSBiShares Tr
7.5%Added +5%
VVVanguard Index FDS
5.2%
VTIVanguard Index FDS
4.2%
SPDWSPDR Index SHS FDS
4.0%+3%
VTEBVanguard Mun Bd FDS
2.9%
DFAXDimensional ETF Trust
2.9%
DFCF2.0%
IAGG
VXF1.9%
VXUS
PYLD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 8.3% Held
IUSB iShares Tr 7.5% Added +5%
VV Vanguard Index FDS 5.2% Added +2%
VTI Vanguard Index FDS 4.2% Held
SPDW SPDR Index SHS FDS 4.0% Added +3%
VTEB Vanguard Mun Bd FDS 2.9% Held
DFAX Dimensional ETF Trust 2.9% Added +2%
DFCF Dimensional ETF Trust 2.0% Added +6%
IAGG iShares Tr 1.9% Added +11%
VXF Vanguard Index FDS 1.9% Held
VXUS Vanguard Star FDS 1.6% Trimmed −3%
PYLD Pimco ETF Tr 1.6% Added +3%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SUB $16M
- SCMB $12.2M
- BFLX $6.04M
- EEM $5.15M
arrow_upwardAdded
- QQQM +161%
- VCSH +57%
- XLV +53%
- AVGO +44%
arrow_downwardTrimmed
- ZECP −51%
- QUIZ −51%
- SMIZ −50%
- DFNM −30%
remove_circleSold out
- DFAC $217M
- VYM $5.28M
- NEAR $3.15M
- VUSB $3.08M
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