GeoWealth Management, LLC — 13F holdings

GeoWealth Management, LLC reported 987 holdings worth $3.18B in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $245M (7.7%)
  2. IUSB ISHARES TR — $221M (6.9%)
  3. DIMENSIONAL ETF TRUST — $217M (6.8%)
  4. VV VANGUARD INDEX FDS — $149M (4.7%)
  5. VTI VANGUARD INDEX FDS — $125M (3.9%)
  6. SPDW SPDR INDEX SHS FDS — $115M (3.6%)
  7. VTEB VANGUARD MUN BD FDS — $95.7M (3.0%)
  8. DFAX DIMENSIONAL ETF TRUST — $85.2M (2.7%)
  9. VXF VANGUARD INDEX FDS — $58.5M (1.8%)
  10. DFCF DIMENSIONAL ETF TRUST — $58.3M (1.8%)