GeoWealth Management, LLC
Q1 2025 13F Holdings
- Locationchicago, IL
- Num holdings
1,058
- Value ($000)
$2,488,544
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001593387
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $204.92M | 8 % | 4,447,028 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $173.94M | 7 % | 5,272,530 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $158.60M | 6 % | 308,613 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $108.56M | 4 % | 422,358 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $85.72M | 3 % | 311,877 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $85.12M | 3 % | 2,337,897 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $84.59M | 3 % | 1,704,735 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $69.91M | 3 % | 2,668,377 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $51.11M | 2 % | 1,215,266 | ||
TDSC EXCHANGE LISTED FDS TR | CABANA TARGET 10 | 30151E715 | $49.19M | 2 % | 1,981,165 |
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