GeoWealth Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.7B
Holdings
764
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (764 positions)
| Stock | Value |
|---|---|
IUSBISHARES TR | $214.1M |
VOOVANGUARD INDEX FDS | $198.4M |
DFACDIMENSIONAL ETF TRUST | $182.4M |
VVVANGUARD INDEX FDS | $138.8M |
VTIVANGUARD INDEX FDS | $112.3M |
SPDWSPDR INDEX SHS FDS | $91.9M |
VTEBVANGUARD MUN BD FDS | $76.2M |
DFAXDIMENSIONAL ETF TRUST | $75.0M |
DFCFDIMENSIONAL ETF TRUST | $51.1M |
IAGGISHARES TR | $50.9M |
VXFVANGUARD INDEX FDS | $45.0M |
VXUSVANGUARD STAR FDS | $43.4M |
PYLDPIMCO ETF TR | $41.8M |
DFNMDIMENSIONAL ETF TRUST | $41.5M |
SPEMSPDR INDEX SHS FDS | $33.5M |
SECTNORTHERN LTS FD TR IV | $33.3M |
NVDANVIDIA CORPORATION | $29.2M |
DUHPDIMENSIONAL ETF TRUST | $27.3M |
DYNFBLACKROCK ETF TRUST | $27.0M |
MSFTMICROSOFT CORP | $27.0M |
VOVANGUARD INDEX FDS | $23.6M |
BNDXVANGUARD CHARLOTTE FDS | $22.0M |
AAPLAPPLE INC | $21.3M |
METAMETA PLATFORMS INC | $17.4M |
AMZNAMAZON COM INC | $17.2M |
GOOGLALPHABET INC | $16.7M |
SPYSPDR S&P 500 ETF TR | $16.5M |
TDSCEXCHANGE LISTED FDS TR | $16.2M |
GSLCGOLDMAN SACHS ETF TR | $15.9M |
CLSMEXCHANGE LISTED FDS TR | $15.6M |
XLKSELECT SECTOR SPDR TR | $14.6M |
DFGXDIMENSIONAL ETF TRUST | $14.4M |
BONDPIMCO ETF TR | $13.2M |
IVVISHARES TR | $12.9M |
VBVANGUARD INDEX FDS | $12.3M |
DFICDIMENSIONAL ETF TRUST | $11.4M |
JPMJPMORGAN CHASE & CO. | $10.8M |
SUSLISHARES TR | $10.2M |
QQQMINVESCO EXCH TRADED FD TR II | $9.8M |
DFGPDIMENSIONAL ETF TRUST | $9.6M |
RUNNSTRATEGIC TRUST | $8.6M |
WELLWELLTOWER INC | $8.4M |
DFAIDIMENSIONAL ETF TRUST | $8.4M |
IVWISHARES TR | $8.1M |
MAMASTERCARD INCORPORATED | $7.9M |
EMBISHARES TR | $7.7M |
XLFSELECT SECTOR SPDR TR | $7.6M |
VTVANGUARD INTL EQUITY INDEX F | $7.5M |
AVGOBROADCOM INC | $7.4M |
KLMNINVESCO EXCH TRADED FD TR II | $7.1M |
VBRVANGUARD INDEX FDS | $7.1M |
ORCLORACLE CORP | $7.1M |
TDSBEXCHANGE LISTED FDS TR | $6.8M |
MINOPIMCO ETF TR | $6.7M |
GOOGALPHABET INC | $6.7M |
AOAISHARES TR | $6.4M |
DFGRDIMENSIONAL ETF TRUST | $6.4M |
BDYNBLACKROCK ETF TRUST | $6.3M |
QUALISHARES TR | $6.3M |
VVISA INC | $6.3M |
ITOTISHARES TR | $6.1M |
ESGDISHARES TR | $6.0M |
SHYGISHARES TR | $5.8M |
SMLFISHARES TR | $5.8M |
SCHGSCHWAB STRATEGIC TR | $5.5M |
IXUSISHARES TR | $5.4M |
AQLTISHARES TR | $5.4M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $5.3M |
TJXTJX COS INC NEW | $5.1M |
CRMSALESFORCE INC | $5.1M |
WMTWALMART INC | $5.1M |
PLDPROLOGIS INC. | $5.0M |
CEMBISHARES INC | $5.0M |
FLTRVANECK ETF TRUST | $5.0M |
MDTMEDTRONIC PLC | $4.9M |
SPMDSPDR SERIES TRUST | $4.7M |
AGGISHARES TR | $4.7M |
GQ9SPDR GOLD TR | $4.7M |
GSIEGOLDMAN SACHS ETF TR | $4.6M |
LCTUBLACKROCK ETF TRUST | $4.6M |
VYMVANGUARD WHITEHALL FDS | $4.5M |
IVEISHARES TR | $4.4M |
XLCSELECT SECTOR SPDR TR | $4.3M |
TSLATESLA INC | $4.2M |
TLTISHARES TR | $4.2M |
BKNGBOOKING HOLDINGS INC | $4.2M |
XLYSELECT SECTOR SPDR TR | $4.1M |
ZECPZACKS TRUST | $4.1M |
EEMISHARES TR | $4.1M |
SPYMSPDR SERIES TRUST | $4.1M |
TXNTEXAS INSTRS INC | $4.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.0M |
IETCISHARES U S ETF TR | $4.0M |
SPGSIMON PPTY GROUP INC NEW | $4.0M |
XLVSELECT SECTOR SPDR TR | $3.9M |
ESGEISHARES INC | $3.9M |
ESGUISHARES TR | $3.9M |
PEPPEPSICO INC | $3.8M |
EQIXEQUINIX INC | $3.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.8M |
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