GeoWealth Management, LLC

Q3 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    764

  • Value ($000)

    $2,740,843

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001593387
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$214.14M
8 %

4,584,390

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$198.35M
7 %

323,908

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$182.37M
7 %

4,728,254

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$138.77M
5 %

450,768

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$112.35M
4 %

342,350

S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$91.90M
3 %

2,147,677

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$76.19M
3 %

1,521,705

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$75.00M
3 %

2,389,931

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$51.09M
2 %

1,194,847

I
IAGG

ISHARES TR

CORE INTL AGGR
46435G672
$50.89M
2 %

993,330

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