GeoWealth Management, LLC
Q2 2025 13F Holdings
- Locationchicago, IL
- Num holdings
1,208
- Value ($000)
$2,561,795
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $203.70M | 8 % | 358,620 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $192.18M | 8 % | 4,156,944 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $172.51M | 7 % | 4,813,209 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $134.33M | 5 % | 470,837 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $104.33M | 4 % | 343,264 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $91.96M | 4 % | 2,271,295 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $78.19M | 3 % | 1,594,827 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $71.88M | 3 % | 2,447,433 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $52.81M | 2 % | 1,033,652 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $46.40M | 2 % | 240,790 |
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